SUSL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.9% ·
aandelenstroom -9.4% ·
netto nieuwe posities -2.9%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 201.17K | $27.50M | n/a | n/a |
| Q2 2026 | 36 | +2 | 2.90M | $383.75M | +3 | −1 |
| Q1 2026 | 35 | +1 | 2.79M | $315.22M | +2 | −1 |
| Q4 2025 | 34 | -1 | 3.00M | $364.64M | n/a | −1 |
| Q3 2025 | 7 | -1 | 1.36M | $159.76M | +1 | −2 |
| Q2 2025 | 5 | +3 | 412.02K | $44.64M | +3 | n/a |
| Q1 2025 | 1 | 0 | 7.39K | $708,323 | n/a | n/a |
| Q4 2024 | 1 | -2 | 9.00K | $927,566 | n/a | −2 |
| Q3 2024 | 3 | +2 | 11.80K | $1.20M | +2 | n/a |
| Q2 2024 | 1 | n/a | 32.39K | $3.16M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 732.49K | n/a | $88.83M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 593.36K | +44.6% | $71.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 443.84K | -50.3% | $53.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Royal Bank Of Canada | 375.31K | n/a | $45.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wealth Enhancement Advisory… | 254.44K | n/a | $31.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Creative Planning | 202.52K | n/a | $24.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 90.64K | n/a | $10.99M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Commonwealth Equity Services, Llc | 55.79K | n/a | $6.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Corient Private Wealth LP | 38.22K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 29.68K | n/a | $3.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 26.05K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 24.77K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Northwestern Mutual Wealth… | 23.81K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 23.51K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 16.22K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 14.65K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 8.51K | -48.1% | $1.03M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | Blair William & Co/Il | 8.06K | n/a | $977,409 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 7.70K | n/a | $933,144 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 4.60K | n/a | $557,582 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 3.88K | n/a | $470,909 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 3.39K | -2.0% | $411,336 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Mml Investors Services, Llc | 2.88K | n/a | $349,281 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 2.85K | n/a | $345,003 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 2.77K | 0.0% | $336,029 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 2.69K | n/a | $325,929 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citigroup Inc | 2.51K | n/a | $304,863 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 2.23K | n/a | $270,579 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Cwm, Llc | 2.18K | n/a | $264,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passief) | 1.63K | +1008.2% | $197,543 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 1.25K | n/a | $150,882 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 1.03K | n/a | $124,662 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 75 | n/a | $9,095 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS Group AG | 33 | n/a | $4,002 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $4.60M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 193 houders, 5.37M aandelen, $499.62M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.