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 | 40 | +2 | 2.66M | $414.04M | +4 | −2 |
| Q1 2026 | 39 | -1 | 2.13M | $247.26M | +5 | −6 |
| Q4 2025 | 40 | 0 | 2.53M | $295.35M | — | — |
| Q3 2025 | 7 | 0 | 1.52M | $167.22M | — | — |
| Q2 2025 | 4 | 0 | 128.44K | $12.53M | — | — |
| Q1 2025 | 3 | 0 | 79.47K | $6.22M | — | — |
| Q4 2024 | 3 | +1 | 44.69K | $3.96M | +1 | — |
| Q3 2024 | 2 | -1 | 48.24K | $4.30M | — | −1 |
| Q2 2024 | 3 | — | 119.97K | $10.13M | — | — |
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 | — | $44.64M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 381.65K | — | $44.64M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 221.84K | — | $25.95M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 205.87K | -48.7% | $24.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 205.87K | -48.7% | $24.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 205.87K | -48.7% | $24.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 205.87K | -48.7% | $24.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 190.75K | — | $22.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bnp Paribas Financial Markets | 110.43K | — | $12.92M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 103.98K | — | $12.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 103.98K | — | $12.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 103.98K | — | $12.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 103.98K | — | $12.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 83.27K | — | $9.74M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 83.27K | — | $9.74M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 83.27K | — | $9.74M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 82.82K | -18.6% | $9.69M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 19 | UBS Group AG | 71.51K | — | $8.36M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 71.51K | — | $8.36M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 71.51K | — | $8.36M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 67.58K | — | $7.90M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 67.58K | — | $7.90M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 50.01K | -46.5% | $5.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 50.01K | -46.5% | $5.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 30.11K | — | $3.52M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 27.41K | — | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 27.41K | — | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 23.75K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cetera Investment Advisers | 22.79K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 21.59K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 21.15K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 17.11K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Creative Planning | 15.20K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 14.93K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 13.50K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 13.50K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mariner, LLC | 8.56K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mariner, LLC | 8.56K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Jane Street Group, Llc | 5.00K | — | $585,317 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Jane Street Group, Llc | 5.00K | — | $585,317 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Stifel Financial Corp | 3.86K | — | $450,975 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Renaissance Technologies ✦ | 3.80K | -78.9% | $444,486 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | Captrust Financial Advisors | 3.10K | — | $363,090 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Focus Partners Wealth | 2.71K | — | $316,404 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | D. E. Shaw & Co. ✦ | 2.67K | -39.2% | $312,076 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 2.13K | — | $249,815 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | HighTower Advisors, LLC | 1.82K | — | $213,022 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 1.65K | +26.1% | $192,458 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 840 | — | $98,283 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 840 | — | $98,283 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 796 | — | $93,052 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Citigroup Inc | 568 | — | $66,439 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Cwm, Llc | 137 | — | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 102 | — | $11,931 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Group One Trading Llc | 100 | — | $11,697 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | National Bank Of Canada /Fi/ | 24 | — | $2,806 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 8 | — | $936 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
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 verder het vaakst 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 ·
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