VGM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.8% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 855.46K | n/a | $8.87M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 644.71K | +18.3% | $6.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 599.55K | n/a | $6.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 568.69K | n/a | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 475.20K | n/a | $4.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 432.70K | n/a | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 371.02K | n/a | $3.85M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 344.31K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Stifel Financial Corp | 245.21K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 171.78K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 159.68K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Allspring Global Investments… | 140.28K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 128.18K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Invesco Ltd. | 92.79K | n/a | $962,191 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 84.82K | n/a | $879,594 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Osaic Holdings, Inc. | 61.48K | n/a | $637,596 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 51.27K | n/a | $531,618 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 41.45K | n/a | $429,821 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mercer Global Advisors Inc /Adv | 40.82K | n/a | $423,260 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 35.60K | n/a | $369,172 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 26.34K | n/a | $273,136 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Nuveen, LLC | 18.69K | n/a | $193,857 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | First Trust Advisors Lp | 18.04K | n/a | $187,084 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 2.04K | n/a | $21,165 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 809 | n/a | $8,389 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 200 | n/a | $2,000 | 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): 108 houders, 11.82M aandelen, $105.72M 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.