WINN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.4% ·
aandelenstroom -0.7% ·
netto nieuwe posities -3.6%
· formule
Brede distributie: dalende aandelen en minder houders
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 | 1.79M | $62.47M | n/a | n/a |
| Q2 2026 | 27 | 0 | 16.73M | $544.33M | +3 | −4 |
| Q1 2026 | 29 | +1 | 16.55M | $459.31M | +6 | −5 |
| Q4 2025 | 28 | -1 | 21.30M | $663.21M | n/a | −1 |
| Q3 2025 | 5 | +1 | 207.76K | $6.47M | +1 | n/a |
| Q2 2025 | 2 | 0 | 175.12K | $5.10M | +1 | −1 |
| Q1 2025 | 1 | 0 | 23.15K | $567,102 | +1 | −1 |
| Q4 2024 | 1 | +1 | 82.50K | $2.24M | +1 | n/a |
| Q2 2024 | 1 | n/a | 12.40K | $313,596 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 8.05M | n/a | $250.31M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 4.96M | n/a | $154.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 2.87M | n/a | $90.15M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.91M | n/a | $59.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 1.25M | n/a | $38.91M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 480.50K | n/a | $14.95M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Fifth Third Bancorp | 436.31K | n/a | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 239.22K | n/a | $7.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 219.55K | n/a | $6.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 172.37K | n/a | $5.36M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 146.18K | n/a | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 131.94K | n/a | $4.10M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 94.76K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 56.22K | 0.0% | $1.75M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 53.80K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mariner, LLC | 49.52K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 44.84K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 40.87K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Hrt Financial Lp | 21.92K | n/a | $681,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 19.77K | n/a | $615,027 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 17.85K | n/a | $555,214 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 12.18K | n/a | $378,691 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Citadel Advisors ✦ | 6.63K | -73.0% | $206,098 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3.51K | +84.6% | $109,088 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Northwestern Mutual Wealth… | 3.48K | n/a | $108,212 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 1.93K | n/a | $60,031 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 925 | n/a | $28,772 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | JPMorgan Chase ✦ | 262 | -95.8% | $8,149 | 0.0% | ▼ Trim | 2 | 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
| Two Sigma Investments | $3.70M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 106 houders, 28.06M aandelen, $774.61M 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.