SOCL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom -0.9% ·
netto nieuwe posities -4.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pnc Financial Services Group, Inc. | 232.51K | n/a | $12.84M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 2 | Bank Of America Corp /De/ | 216.97K | n/a | $11.98M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Daiwa Securities Group Inc. | 105.00K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 74.31K | -5.2% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 30.67K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 29.56K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 23.63K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 14.64K | n/a | $808,099 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Baird Financial Group, Inc. | 8.61K | n/a | $475,382 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 8.59K | n/a | $474,057 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 6.87K | n/a | $379,503 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Jane Street Group, Llc | 6.18K | n/a | $341,325 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 5.95K | n/a | $328,597 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 5.68K | n/a | $313,862 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 5.49K | n/a | $303,170 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 5.06K | n/a | $279,460 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 2.71K | n/a | $149,888 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 1.47K | +0.9% | $81,064 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Us Bancorp \De\ | 1.00K | n/a | $55,213 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Blair William & Co/Il | 415 | n/a | $22,913 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 300 | n/a | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 250 | n/a | $13,803 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 110 | n/a | $6,073 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 51 | n/a | $2,816 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 41 | -50.0% | $2,263 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $206,436 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 50 houders, 737.36K aandelen, $30.06M 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.