Effectdossier · gearchiveerd kwartaal
STEW
naam in afwachting van profielverwerking
25Gevolgde houders
0Δ houders
4.95MGehouden aandelen
$91.71MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.4% · 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 | 25 | +1 | 5.00M | $89.50M | +3 | −2 |
| Q1 2026 | 25 | 0 | 4.79M | $81.93M | +2 | −2 |
| Q4 2025 | 25 | 0 | 4.95M | $91.71M | +1 | −1 |
| Q3 2025 | 3 | 0 | 2.51M | $45.50M | — | — |
| Q2 2025 | 1 | 0 | 135.17K | $2.39M | +1 | −1 |
| Q1 2025 | 1 | 0 | 19.59K | $337,841 | — | — |
| Q4 2024 | 1 | +1 | 21.04K | $337,125 | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.36M | +0.2% | $43.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.36M | +0.2% | $43.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.36M | +0.2% | $43.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.36M | +0.2% | $43.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.36M | +0.2% | $43.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Allspring Global Investments… | 658.20K | — | $12.20M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 393.71K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 277.55K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 277.55K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 277.55K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 218.38K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 218.38K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 218.38K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 194.96K | — | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 194.96K | — | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 194.96K | — | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 194.96K | — | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 194.96K | — | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 152.08K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 152.08K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 117.78K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 114.16K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Capstone Investment Advisors, Llc | 111.82K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 81.78K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 75.18K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 39.12K | — | $725,355 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 39.12K | — | $725,355 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 37.04K | — | $686,830 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 37.04K | — | $686,830 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cetera Investment Advisers | 27.25K | — | $505,135 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 17.95K | — | $332,840 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 14.06K | Nieuw | $260,598 | 0.0% | New | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 12.92K | — | $239,501 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 11.20K | — | $207,611 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 10.06K | — | $186,471 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 6.32K | -50.0% | $117,173 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cwm, Llc | 5.78K | — | $107,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 4.77K | — | $88,509 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 4.77K | — | $88,509 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 4.77K | — | $88,509 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 1.70K | — | $31,518 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 167 | — | $3,096 | 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
| Citadel Advisors | $260,598 | 0.0% |
Verlaten
| Two Sigma Investments | $2.45M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 124 houders, 15.55M aandelen, $255.99M 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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