Effectdossier · gearchiveerd kwartaal
SSO
naam in afwachting van profielverwerking
38Gevolgde houders
+1Δ houders
5.34MGehouden aandelen
$313.53MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.7% ·
aandelenstroom +1.4% ·
netto nieuwe posities +2.6%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
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 | 33 | -2 | 2.38M | $159.68M | +4 | −6 |
| Q1 2026 | 36 | -2 | 1.67M | $86.48M | +6 | −8 |
| Q4 2025 | 38 | +1 | 5.34M | $313.53M | +1 | — |
| Q3 2025 | 4 | -1 | 135.75K | $15.22M | — | −1 |
| Q2 2025 | 3 | +1 | 111.44K | $10.89M | +1 | — |
| Q1 2025 | 1 | 0 | 54.71K | $4.53M | — | — |
| Q4 2024 | 1 | 0 | 137.83K | $12.75M | — | — |
| Q3 2024 | 1 | -1 | 194.06K | $17.50M | — | −1 |
| Q2 2024 | 2 | — | 423.43K | $34.98M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 3.46M | — | $200.65M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 396.31K | — | $22.95M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 342.98K | — | $19.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Lido Advisors, LLC | 77.19K | — | $8.38M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 129.27K | — | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 108.54K | -48.5% | $6.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 108.54K | -48.5% | $6.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 108.54K | -48.5% | $6.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 92.42K | — | $5.39M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Creative Planning | 67.86K | — | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 66.78K | — | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 64.66K | — | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 54.33K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 54.33K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 53.80K | +3.1% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 46.60K | Nieuw | $2.70M | 0.0% | New | 1 | SEC ↗ |
| 17 | Mariner, LLC | 45.41K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 44.57K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Alliancebernstein L.P. | 40.00K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 32.17K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 32.17K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 32.17K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 28.95K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 27.96K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 27.96K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 27.96K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 26.80K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 26.80K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 26.62K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Blair William & Co/Il | 23.13K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Hrt Financial Lp | 19.61K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Simplex Trading, Llc | 11.07K | — | $641,116 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Tudor Investment Corp Et Al | 9.99K | — | $578,852 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 9.22K | — | $534,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 9.22K | — | $534,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 9.22K | — | $534,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 7.56K | — | $437,817 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 7.22K | — | $418,209 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 5.85K | — | $338,890 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cerity Partners LLC | 5.79K | — | $335,059 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Commonwealth Equity Services, Llc | 4.81K | — | $278,832 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 2.26K | — | $130,899 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 84 | — | $4,865 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 30 | — | $1,764 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 18 | -95.7% | $1,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Citigroup Inc | 3 | — | $174 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 2 | — | $97 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | BlackRock ✦ (passief) | 1 | -100.0% | $41 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $2.70M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 214 houders, 10.18M aandelen, $513.89M 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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