XLSR
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +2 | 8.14M | $527.64M | +4 | −2 |
| Q1 2026 | 24 | +2 | 7.92M | $457.53M | +5 | −3 |
| Q4 2025 | 22 | 0 | 7.51M | $467.79M | +1 | −1 |
| Q3 2025 | 2 | 0 | 49.53K | $2.95M | +1 | −1 |
| Q2 2025 | 1 | +1 | 48.20K | $2.65M | +1 | — |
| Q4 2024 | 1 | 0 | 4.85K | $259,344 | — | — |
| Q3 2024 | 1 | 0 | 17.65K | $914,784 | — | — |
| Q2 2024 | 1 | — | 16.87K | $858,565 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.68M | — | $291.41M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.92M | — | $119.89M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mariner, LLC | 286.55K | — | $17.85M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 164.36K | — | $10.24M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 132.69K | — | $8.27M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 79.05K | — | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 55.82K | — | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 55.82K | — | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 48.16K | -2.8% | $3.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 48.16K | -2.8% | $3.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 45.77K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 29.79K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 29.79K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 29.79K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 12.59K | — | $784,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 12.59K | — | $784,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 11.43K | — | $712,265 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 8.94K | — | $556,910 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 7.28K | — | $453,723 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 6.84K | — | $426,459 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 5.23K | — | $326,006 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 4.52K | — | $281,828 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 4.38K | — | $272,731 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1.46K | — | $91,132 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1.46K | — | $91,132 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 1.30K | — | $81,003 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 277 | — | $17,260 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 216 | Nieuw | $13,459 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| JPMorgan Chase | $13,459 | 0.0% |
Verlaten
| Fidelity (FMR) | $60 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 131 houders, 14.38M aandelen, $807.27M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.