Effectdossier · gearchiveerd kwartaal
USA
naam in afwachting van profielverwerking
39Gevolgde houders
+1Δ houders
23.67MGehouden aandelen
$148.69MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.6% ·
aandelenstroom +1.4% ·
netto nieuwe posities +2.6%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 262.88K | $1.54M | n/a | n/a |
| Q2 2026 | 42 | +2 | 27.27M | $158.48M | +5 | −3 |
| Q1 2026 | 41 | +1 | 25.65M | $142.23M | +5 | −4 |
| Q4 2025 | 39 | +1 | 23.67M | $148.69M | +1 | n/a |
| Q3 2025 | 6 | +3 | 3.80M | $24.11M | +3 | n/a |
| Q2 2025 | 1 | +1 | 25.67K | $174,840 | +1 | n/a |
| Q3 2024 | 2 | +1 | 96.70K | $686,548 | +1 | n/a |
| Q2 2024 | 1 | n/a | 23.67K | $160,963 | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 4.81M | n/a | $30.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 3.78M | n/a | $23.77M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.01M | -11.9% | $18.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Royal Bank Of Canada | 1.97M | n/a | $12.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 1.77M | n/a | $11.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.03M | n/a | $6.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 822.03K | n/a | $5.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Man Group plc | 648.30K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 616.60K | +175.2% | $3.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 491.95K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 469.52K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Wealth Enhancement Advisory… | 458.27K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 414.15K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Allspring Global Investments… | 403.00K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Invesco Ltd. | 387.36K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 382.42K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | HighTower Advisors, LLC | 377.42K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 332.82K | +498.1% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 320.88K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Commonwealth Equity Services, Llc | 235.82K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 149.91K | n/a | $941,401 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 132.86K | n/a | $834,352 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 111.74K | n/a | $701,721 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Millennium Management ✦ | 111.05K | +26.2% | $697,369 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 75.51K | n/a | $474,190 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 64.55K | n/a | $405,374 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Envestnet Asset Management Inc | 47.35K | n/a | $297,387 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 43.79K | n/a | $275,001 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 40.90K | +59.3% | $256,846 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 27.85K | n/a | $174,900 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Focus Partners Wealth | 27.46K | n/a | $172,515 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 25.61K | n/a | $160,834 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fisher Asset Management ✦ | 23.83K | Nieuw | $149,640 | 0.0% | New | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 18.71K | n/a | $117,524 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 17.70K | n/a | $111,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 16.04K | n/a | $100,731 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 1.12K | n/a | $7,046 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 1.00K | n/a | $6,280 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 20 | -91.0% | $127 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fisher Asset Management | $149,640 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 219 houders, 54.83M aandelen, $286.70M 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 het vaakst nog meer 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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