SYFI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.1% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 107.32K | $3.75M | n/a | −1 |
| Q2 2026 | 28 | -1 | 16.19M | $577.28M | +1 | −2 |
| Q1 2026 | 30 | +4 | 15.23M | $542.96M | +4 | n/a |
| Q4 2025 | 26 | 0 | 14.59M | $524.31M | n/a | n/a |
| Q3 2025 | 3 | 0 | 1.17M | $42.34M | n/a | n/a |
| Q2 2025 | 2 | 0 | 26.41K | $949,380 | n/a | n/a |
| Q1 2025 | 1 | +1 | 28.58K | $1.02M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 4.64M | n/a | $166.86M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 2.20M | n/a | $78.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 1.46M | n/a | $52.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 1.32M | +20.9% | $47.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.17M | n/a | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.09M | n/a | $39.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 635.08K | n/a | $22.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 608.87K | n/a | $21.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Wealth Enhancement Advisory… | 304.20K | n/a | $10.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 203.41K | n/a | $7.31M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 202.99K | n/a | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 144.08K | n/a | $5.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 121.86K | n/a | $4.38M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 120.94K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 104.30K | n/a | $3.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 76.19K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 51.18K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 36.02K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Northwestern Mutual Wealth… | 35.58K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 21.91K | n/a | $787,335 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mml Investors Services, Llc | 19.09K | n/a | $685,880 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 11.73K | -85.6% | $421,459 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Cwm, Llc | 6.72K | n/a | $241,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 6.00K | n/a | $215,703 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 14 | 0.0% | $508 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 6 | n/a | $216 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 86 houders, 20.92M aandelen, $757.59M 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.