TAXF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.5% · 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 | 4.68K | $220,576 | n/a | n/a |
| Q2 2026 | 26 | 0 | 4.82M | $245.26M | +3 | −4 |
| Q1 2026 | 28 | +3 | 5.97M | $299.00M | +3 | n/a |
| Q4 2025 | 25 | 0 | 5.47M | $275.35M | n/a | n/a |
| Q3 2025 | 3 | +1 | 371.14K | $18.64M | +1 | n/a |
| Q1 2025 | 1 | 0 | 5.28K | $261,155 | +1 | −1 |
| Q4 2024 | 1 | +1 | 4.37K | $219,112 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.19M | n/a | $110.57M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 1.39M | n/a | $70.02M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 649.18K | n/a | $32.71M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 422.32K | +16.7% | $21.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 214.16K | n/a | $10.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 147.81K | n/a | $7.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 100.53K | n/a | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 63.53K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 53.80K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 41.20K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 37.03K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 34.90K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 30.35K | +228.4% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 21.94K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 14.16K | n/a | $713,230 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 11.24K | n/a | $566,277 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 10.48K | n/a | $528,175 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 10.21K | n/a | $514,200 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 6.90K | n/a | $347,521 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 5.80K | n/a | $292,325 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Susquehanna International Group, Llp | 4.41K | n/a | $222,176 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 975 | n/a | $49,121 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 52 | n/a | $2,620 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passief) | 1 | 0.0% | $31 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 0 | n/a | $22 | 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): 104 houders, 9.42M aandelen, $441.85M 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.