Effectdossier · gearchiveerd kwartaal
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naam in afwachting van profielverwerking
42Gevolgde houders
-1Δ houders
3.86MGehouden aandelen
$240.51MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.3% ·
aandelenstroom -6.7% ·
netto nieuwe posities -2.4%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +4 | 3.36M | $223.23M | +5 | −2 |
| Q1 2026 | 41 | -1 | 3.46M | $217.84M | +2 | −3 |
| Q4 2025 | 42 | -1 | 3.86M | $240.51M | n/a | −1 |
| Q3 2025 | 7 | 0 | 965.86K | $61.39M | n/a | n/a |
| Q2 2025 | 4 | +1 | 58.90K | $3.63M | +1 | n/a |
| Q1 2025 | 2 | 0 | 48.65K | $3.00M | n/a | n/a |
| Q4 2024 | 2 | -1 | 22.95K | $1.40M | n/a | −1 |
| Q3 2024 | 3 | +1 | 70.75K | $4.32M | +1 | n/a |
| Q2 2024 | 2 | n/a | 15.51K | $856,341 | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 675.29K | n/a | $42.12M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 619.29K | +3.0% | $38.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 296.16K | n/a | $18.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 232.58K | n/a | $14.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 214.05K | n/a | $13.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 183.44K | n/a | $11.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 179.62K | n/a | $11.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 174.15K | n/a | $10.86M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 164.86K | n/a | $10.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 141.84K | n/a | $8.85M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 121.66K | n/a | $7.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Mercer Global Advisors Inc /Adv | 116.98K | n/a | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 94.58K | n/a | $5.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Wells Fargo & Company/Mn | 89.36K | n/a | $5.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 88.28K | n/a | $5.51M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 81.09K | n/a | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 65.06K | n/a | $4.06M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Mml Investors Services, Llc | 52.50K | n/a | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 41.39K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 36.50K | +15.9% | $2.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Mariner, LLC | 33.51K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 31.47K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Susquehanna International Group, Llp | 23.14K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Wealth Enhancement Advisory… | 11.23K | n/a | $709,511 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 10.88K | n/a | $678,857 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 8.85K | 0.0% | $552,142 | 0.0% | Held | 7 | SEC ↗ |
| 27 | Cwm, Llc | 8.77K | n/a | $547,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 8.52K | +12.4% | $531,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 8.25K | -12.4% | $514,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Daiwa Securities Group Inc. | 7.20K | n/a | $449,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 6.87K | n/a | $428,631 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 5.87K | -98.0% | $366,160 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 33 | Rockefeller Capital Management L.P. | 4.91K | n/a | $306,201 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 4.49K | n/a | $280,156 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cerity Partners LLC | 4.23K | n/a | $263,571 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 3.97K | n/a | $247,822 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Hrt Financial Lp | 3.42K | n/a | $213,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.39K | n/a | $86,381 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 220 | n/a | $13,721 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 102 | n/a | $6,362 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 47 | n/a | $2,931 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 5 | n/a | $312 | 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
| Citadel Advisors | $899,438 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 185 houders, 6.00M aandelen, $345.86M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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