Effectdossier · gearchiveerd kwartaal
SPIP
naam in afwachting van profielverwerking
42Gevolgde houders
0Δ houders
16.01MGehouden aandelen
$415.47MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.3% · 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 | 43 | -1 | 11.95M | $306.85M | +1 | −2 |
| Q1 2026 | 45 | +3 | 16.46M | $428.05M | +4 | −1 |
| Q4 2025 | 42 | 0 | 16.01M | $415.47M | — | — |
| Q3 2025 | 6 | 0 | 4.79M | $126.02M | — | — |
| Q2 2025 | 3 | 0 | 4.10M | $106.91M | — | — |
| Q1 2025 | 2 | 0 | 1.79M | $47.27M | — | — |
| Q4 2024 | 2 | 0 | 1.88M | $47.63M | — | — |
| Q3 2024 | 1 | 0 | 103.45K | $2.72M | — | — |
| Q2 2024 | 1 | — | 34.74K | $883,218 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 4.09M | — | $106.01M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passief) | 3.74M | -0.9% | $97.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Charles Schwab Investment… | 3.02M | — | $78.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cerity Partners LLC | 836.12K | — | $21.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 814.49K | — | $21.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 719.08K | — | $18.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 543.86K | -3.4% | $14.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 414.41K | — | $10.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 349.34K | +39.9% | $9.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 333.01K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 172.55K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Financial Engines Advisors L.L.C. | 165.44K | — | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 126.96K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Raymond James Financial Inc | 111.36K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 89.29K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 71.30K | +40.9% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Mariner, LLC | 48.36K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 45.57K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 19 | Osaic Holdings, Inc. | 43.76K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Mml Investors Services, Llc | 41.61K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 37.99K | — | $995,378 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 31.89K | -78.5% | $827,571 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 23 | Lido Advisors, LLC | 31.00K | — | $815,712 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 21.83K | — | $566,578 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northern Trust Corp | 21.47K | — | $557,172 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 19.93K | — | $517,105 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Mercer Global Advisors Inc /Adv | 19.51K | — | $506,332 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 17.69K | — | $459,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 14.28K | — | $371,193 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 8.15K | — | $211,400 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 4.04K | — | $104,968 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 3.07K | — | $79,641 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 2.61K | — | $67,658 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Qube Research & Technologies Ltd | 2.11K | — | $54,832 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 2.05K | +95.0% | $53,214 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Citigroup Inc | 1.92K | — | $49,746 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 1.47K | — | $38,095 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 242 | — | $6,280 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 118 | — | $3,062 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Franklin Resources Inc | 93 | — | $2,413 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 23 | — | $597 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 17 | — | $441 | 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): 207 houders, 25.41M aandelen, $653.66M 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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