XJH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom 0.0% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 63.53K | $3.13M | n/a | −1 |
| Q2 2026 | 33 | +1 | 2.60M | $135.69M | +3 | −3 |
| Q1 2026 | 34 | +2 | 2.39M | $108.20M | +5 | −3 |
| Q4 2025 | 31 | 0 | 2.45M | $109.49M | n/a | n/a |
| Q3 2025 | 4 | -1 | 34.36K | $1.51M | n/a | −1 |
| Q2 2025 | 2 | +1 | 47.71K | $1.98M | +1 | n/a |
| Q3 2024 | 1 | +1 | 38.07K | $1.61M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 612.94K | n/a | $27.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 571.21K | n/a | $25.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 397.48K | n/a | $17.75M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mariner, LLC | 337.19K | n/a | $15.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Franklin Resources Inc | 95.82K | n/a | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Corient Private Wealth LP | 53.47K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 45.56K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 41.81K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Northwestern Mutual Wealth… | 38.15K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 33.18K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 30.82K | 0.0% | $1.38M | 0.0% | Held | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 28.39K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 25.87K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 22.79K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 19.92K | n/a | $889,294 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 17.40K | n/a | $810,335 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 16.25K | n/a | $725,473 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 15.64K | n/a | $698,237 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 14.93K | n/a | $666,788 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 12.67K | n/a | $565,902 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 6.64K | n/a | $296,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 6.48K | n/a | $289,464 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.97K | +0.4% | $88,072 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 1.81K | n/a | $80,817 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 867 | n/a | $38,712 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 848 | -12.8% | $37,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 579 | n/a | $25,852 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 508 | -16.2% | $22,699 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Deutsche Bank Ag\ | 250 | n/a | $11,163 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 30 | n/a | $1,340 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 27 | n/a | $1,206 | 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): 177 houders, 5.46M aandelen, $245.49M 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.