TY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.4% ·
aandelenstroom +3.1% ·
netto nieuwe posities +5.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +1 | 3.43M | $118.00M | +2 | −2 |
| Q1 2026 | 39 | 0 | 3.27M | $103.22M | +1 | −1 |
| Q4 2025 | 39 | +2 | 3.28M | $107.08M | +2 | — |
| Q3 2025 | 2 | -1 | 530.95K | $18.05M | — | −1 |
| Q2 2025 | 1 | 0 | 8.26K | $261,353 | — | — |
| Q1 2025 | 1 | 0 | 11.71K | $359,238 | — | — |
| Q4 2024 | 1 | +1 | 18.49K | $586,011 | +1 | — |
| Q2 2024 | 1 | — | 11.31K | $350,271 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 562.41K | +12.3% | $18.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Lazard Asset Management Llc | 517.63K | — | $16.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Allspring Global Investments… | 334.26K | — | $10.92M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 273.73K | — | $8.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 262.20K | — | $8.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Focus Partners Wealth | 192.69K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 175.52K | — | $5.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Wealth Enhancement Advisory… | 127.04K | — | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 99.87K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mariner, LLC | 93.91K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 81.30K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | First Trust Advisors Lp | 73.34K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 57.17K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 53.95K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 46.83K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 44.87K | Nieuw | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 28.93K | — | $944,784 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 25.80K | — | $842,472 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Osaic Holdings, Inc. | 24.82K | — | $810,876 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Cetera Investment Advisers | 23.07K | — | $753,407 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 17.17K | — | $560,805 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Pnc Financial Services Group, Inc. | 16.60K | — | $542,221 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Corient Private Wealth LP | 23.98K | — | $539,652 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 15.81K | -47.3% | $516,257 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Cerity Partners LLC | 15.10K | — | $493,241 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Rockefeller Capital Management L.P. | 14.65K | — | $478,513 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northern Trust Corp | 9.82K | — | $320,885 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Ameriprise Financial Inc | 9.04K | — | $295,072 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 8.57K | — | $279,851 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bnp Paribas Financial Markets | 8.40K | — | $274,475 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 8.40K | — | $274,409 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 8.17K | Nieuw | $266,702 | 0.0% | New | 1 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 7.85K | — | $256,447 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Cwm, Llc | 6.42K | — | $210,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 4.99K | — | $162,810 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Citigroup Inc | 3.25K | — | $105,982 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 3.05K | — | $99,613 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 2.64K | — | $86,190 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 1.64K | — | $53,530 | 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 | $1.47M | 0.0% |
| AQR Capital Management | $266,702 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 152 houders, 6.84M aandelen, $212.21M 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.