SMMV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom -0.4% ·
netto nieuwe posities +5.9%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +2 | 2.94M | $135.30M | +2 | n/a |
| Q1 2026 | 33 | -1 | 2.87M | $125.03M | +1 | −2 |
| Q4 2025 | 34 | +2 | 3.28M | $142.34M | +2 | n/a |
| Q3 2025 | 5 | -1 | 170.55K | $7.34M | +1 | −2 |
| Q2 2025 | 3 | -1 | 16.01K | $672,496 | n/a | −1 |
| Q1 2025 | 3 | +1 | 56.59K | $2.35M | +1 | n/a |
| Q4 2024 | 2 | -1 | 35.64K | $1.48M | n/a | −1 |
| Q3 2024 | 3 | +2 | 187.75K | $7.66M | +2 | n/a |
| Q2 2024 | 1 | n/a | 28.60K | $1.07M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.26M | n/a | $54.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 437.13K | n/a | $18.94M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 402.80K | n/a | $17.45M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | Raymond James Financial Inc | 259.11K | n/a | $11.23M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Commonwealth Equity Services, Llc | 171.77K | n/a | $7.44M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 164.99K | n/a | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Creative Planning | 79.97K | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 68.39K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | JPMorgan Chase ✦ | 68.23K | -51.7% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 64.36K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Ameriprise Financial Inc | 63.21K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 45.34K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 34.90K | Nieuw | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 22.41K | n/a | $970,939 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Goldman Sachs Group ✦ | 18.88K | +52.3% | $818,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 18.81K | +248.6% | $815,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 18.09K | n/a | $783,668 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Mml Investors Services, Llc | 15.10K | n/a | $654,254 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 12.26K | n/a | $531,218 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Cetera Investment Advisers | 12.18K | n/a | $527,605 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 10.47K | n/a | $453,485 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 8.65K | +0.1% | $374,791 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Stifel Financial Corp | 5.65K | n/a | $244,943 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Mariner, LLC | 5.49K | n/a | $237,883 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Lido Advisors, LLC | 5.36K | n/a | $230,745 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 5.12K | n/a | $222,059 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passief) | 3.74K | Nieuw | $162,011 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 3.70K | +25.7% | $160,403 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.27K | n/a | $55,246 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 734 | n/a | $32,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 353 | n/a | $15,309 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Blair William & Co/Il | 317 | n/a | $13,736 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 13 | n/a | $563 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 7 | n/a | $303 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $1.51M | 0.0% |
| BlackRock | $162,011 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 120 houders, 4.36M aandelen, $186.30M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.