XMPT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.6% · 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 | 21 | 0 | 2.76M | $61.69M | +2 | −3 |
| Q1 2026 | 22 | 0 | 2.84M | $61.13M | +3 | −3 |
| Q4 2025 | 22 | 0 | 3.51M | $76.69M | n/a | n/a |
| Q3 2025 | 3 | 0 | 266.40K | $5.83M | n/a | n/a |
| Q2 2025 | 2 | -1 | 44.91K | $942,667 | n/a | −1 |
| Q1 2025 | 1 | +1 | 13.11K | $283,483 | +1 | n/a |
| Q2 2024 | 1 | n/a | 22.10K | $486,509 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.30M | n/a | $28.38M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 488.51K | n/a | $10.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 362.63K | n/a | $7.93M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 221.25K | n/a | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 220.32K | -0.5% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 157.30K | n/a | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 146.70K | n/a | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 141.27K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 118.03K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 84.05K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 63.46K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 54.98K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 44.94K | n/a | $983,363 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 25.00K | -44.3% | $547,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 19.57K | n/a | $428,301 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Nuveen, LLC | 18.75K | n/a | $410,316 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 12.41K | n/a | $271,618 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 12.19K | n/a | $266,806 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Jane Street Group, Llc | 9.46K | n/a | $206,919 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 7.24K | n/a | $158,297 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Fidelity (FMR) ✦ | 112 | 0.0% | $2,457 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 5 | n/a | $109 | 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): 55 houders, 4.11M aandelen, $88.06M 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.