SSUS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -3.0% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 2.75M | $152.05M | +2 | −2 |
| Q1 2026 | 23 | +1 | 3.35M | $156.44M | +2 | −1 |
| Q4 2025 | 22 | 0 | 3.79M | $184.92M | +1 | −1 |
| Q3 2025 | 4 | +1 | 320.25K | $15.47M | +1 | — |
| Q2 2025 | 1 | -2 | 2.51K | $113,010 | — | −2 |
| Q1 2025 | 2 | -1 | 11.97K | $487,380 | — | −1 |
| Q4 2024 | 3 | +2 | 17.53K | $737,655 | +2 | — |
| Q3 2024 | 1 | 0 | 12.36K | $513,844 | — | — |
| Q2 2024 | 1 | — | 11.32K | $447,214 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.25M | — | $60.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Royal Bank Of Canada | 819.50K | — | $39.95M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cwm, Llc | 668.64K | — | $32.60M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 383.27K | — | $18.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 198.57K | — | $9.83M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 148.87K | -44.9% | $7.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 118.13K | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 45.66K | +35.0% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 43.66K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 19.62K | — | $956,426 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 17.51K | — | $853,734 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Bank of New York Mellon Corp | 14.56K | — | $709,853 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 13.37K | — | $651,966 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citigroup Inc | 11.20K | — | $545,805 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Creative Planning | 9.29K | — | $453,120 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 7.00K | — | $341,250 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 6.78K | — | $330,276 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 6.20K | Nieuw | $302,251 | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Susquehanna International Group, Llp | 5.82K | — | $283,823 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passief) | 2.09K | -9.9% | $101,741 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Assetmark, Inc | 759 | — | $37,001 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 577 | — | $28,129 | 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
| JPMorgan Chase | $302,251 | 0.0% |
Verlaten
| Citadel Advisors | $682,385 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 66 houders, 8.36M aandelen, $385.81M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.