Effectdossier · gearchiveerd kwartaal
SPHB
naam in afwachting van profielverwerking
40Gevolgde houders
0Δ houders
2.53MGehouden aandelen
$295.35MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -15.6% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +2 | 2.66M | $413.75M | +4 | −3 |
| Q1 2026 | 39 | -1 | 2.13M | $247.26M | +5 | −6 |
| Q4 2025 | 40 | 0 | 2.53M | $295.35M | n/a | n/a |
| Q3 2025 | 7 | 0 | 1.52M | $167.22M | n/a | n/a |
| Q2 2025 | 4 | 0 | 128.44K | $12.53M | n/a | n/a |
| Q1 2025 | 3 | 0 | 79.47K | $6.22M | n/a | n/a |
| Q4 2024 | 3 | +1 | 44.69K | $3.96M | +1 | n/a |
| Q3 2024 | 2 | -1 | 48.24K | $4.30M | n/a | −1 |
| Q2 2024 | 3 | n/a | 119.97K | $10.13M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 710.00K | -21.3% | $83.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 381.65K | n/a | $44.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 221.84K | n/a | $25.95M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 205.87K | -48.7% | $24.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Ameriprise Financial Inc | 190.75K | n/a | $22.30M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bnp Paribas Financial Markets | 110.43K | n/a | $12.92M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 103.98K | n/a | $12.16M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Royal Bank Of Canada | 83.27K | n/a | $9.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Citadel Advisors ✦ | 82.82K | -18.6% | $9.69M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 10 | UBS Group AG | 71.51K | n/a | $8.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Raymond James Financial Inc | 67.58K | n/a | $7.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | JPMorgan Chase ✦ | 50.01K | -46.5% | $5.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Jones Financial Companies Lllp | 30.11K | n/a | $3.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 27.41K | n/a | $3.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 23.75K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 22.79K | n/a | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 21.59K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 21.15K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 17.11K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 15.20K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 14.93K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 13.50K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Mariner, LLC | 8.56K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Jane Street Group, Llc | 5.00K | n/a | $585,317 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Stifel Financial Corp | 3.86K | n/a | $450,975 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 3.80K | -78.9% | $444,486 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Captrust Financial Advisors | 3.10K | n/a | $363,090 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 2.71K | n/a | $316,404 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 2.67K | -39.2% | $312,076 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 2.13K | n/a | $249,815 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 1.82K | n/a | $213,022 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.65K | +26.1% | $192,458 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 840 | n/a | $98,283 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | TD Waterhouse Canada Inc. | 796 | n/a | $93,052 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Citigroup Inc | 568 | n/a | $66,439 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 137 | n/a | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 102 | n/a | $11,931 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Group One Trading Llc | 100 | n/a | $11,697 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 24 | n/a | $2,806 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 8 | n/a | $936 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 134 houders, 3.26M aandelen, $353.36M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
Verkrijg dit via de API