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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +22.5% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +7 | 1.36M | $152.68M | +8 | −1 |
| Q1 2026 | 27 | +3 | 917.00K | $106.67M | +5 | −2 |
| Q4 2025 | 24 | 0 | 851.08K | $69.76M | n/a | n/a |
| Q3 2025 | 5 | +1 | 162.10K | $11.73M | +1 | n/a |
| Q2 2025 | 1 | -1 | 456 | $28,903 | n/a | −1 |
| Q1 2025 | 1 | 0 | 49.33K | $3.52M | n/a | n/a |
| Q4 2024 | 1 | -1 | 22.31K | $1.76M | n/a | −1 |
| Q3 2024 | 2 | 0 | 24.64K | $1.99M | +1 | −1 |
| Q2 2024 | 2 | n/a | 24.88K | $2.26M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 253.42K | n/a | $20.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 180.10K | +147.8% | $14.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Goldman Sachs Group ✦ | 124.58K | +127.5% | $10.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 64.93K | n/a | $5.32M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 54.07K | n/a | $4.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 37.13K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 31.41K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 26.02K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 24.23K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 12.88K | -60.8% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 12.11K | n/a | $992,985 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Susquehanna International Group, Llp | 6.11K | n/a | $500,673 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 5.95K | n/a | $487,496 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Wealthfront Advisers LLC | 5.77K | n/a | $472,639 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 4.63K | n/a | $379,526 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 4.05K | n/a | $332,142 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 1.38K | n/a | $113,486 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Group One Trading Llc | 978 | n/a | $80,167 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 501 | -62.8% | $41,067 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Fidelity (FMR) ✦ | 482 | +5.7% | $39,511 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 154 | n/a | $12,623 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 150 | n/a | $12,296 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Blair William & Co/Il | 23 | n/a | $1,885 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citigroup Inc | 20 | n/a | $1,639 | 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): 91 houders, 1.64M aandelen, $189.11M 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.