Effectdossier · gearchiveerd kwartaal
XSD
naam in afwachting van profielverwerking
55Gevolgde houders
-1Δ houders
1.14MGehouden aandelen
$366.01MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -1.8% ·
aandelenstroom -7.8% ·
netto nieuwe posities -1.8%
· 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 | 53 | +3 | 1.20M | $746.12M | +4 | −2 |
| Q1 2026 | 52 | -3 | 1.19M | $389.32M | +1 | −4 |
| Q4 2025 | 55 | -1 | 1.14M | $366.01M | n/a | −1 |
| Q3 2025 | 9 | +1 | 331.39K | $105.75M | +2 | −1 |
| Q2 2025 | 5 | 0 | 69.21K | $17.75M | +1 | −1 |
| Q1 2025 | 3 | 0 | 26.83K | $5.39M | n/a | n/a |
| Q4 2024 | 3 | 0 | 28.14K | $6.99M | n/a | n/a |
| Q3 2024 | 3 | -2 | 14.04K | $3.37M | n/a | −2 |
| Q2 2024 | 5 | n/a | 26.22K | $6.49M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 243.66K | n/a | $78.36M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 153.37K | -37.1% | $49.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 3 | Wells Fargo & Company/Mn | 87.46K | n/a | $28.13M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 83.40K | n/a | $26.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Pnc Financial Services Group, Inc. | 78.09K | n/a | $25.12M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 6 | Goldman Sachs Group ✦ | 56.44K | -12.9% | $18.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 47.59K | n/a | $15.31M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Raymond James Financial Inc | 39.89K | n/a | $12.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 32.68K | n/a | $10.51M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 32.43K | n/a | $10.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Bnp Paribas Financial Markets | 25.27K | n/a | $8.13M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 24.74K | n/a | $7.96M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 22.51K | n/a | $7.24M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 21.57K | n/a | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 19.33K | n/a | $6.22M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 18.70K | +252.9% | $6.01M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 18.28K | n/a | $5.88M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 16.12K | n/a | $5.18M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 19 | HighTower Advisors, LLC | 14.51K | n/a | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 12.99K | n/a | $4.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 11.36K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Truist Financial Corp | 9.83K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Baird Financial Group, Inc. | 8.44K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 6.60K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 6.28K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Jane Street Group, Llc | 6.07K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Citigroup Inc | 3.95K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 3.79K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 3.60K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 3.24K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 3.37K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Focus Partners Wealth | 3.24K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 2.54K | -50.1% | $818,472 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | D. E. Shaw & Co. ✦ | 2.16K | -16.3% | $694,656 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 35 | Corient Private Wealth LP | 2.15K | n/a | $692,572 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Us Bancorp \De\ | 1.56K | n/a | $502,846 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Quantinno Capital Management LP | 1.41K | n/a | $452,170 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 1.22K | +34.2% | $392,192 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 1.15K | n/a | $369,689 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Belvedere Trading LLC | 1.10K | n/a | $353,760 | 0.1% | n/c | 1 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 1.02K | +8.6% | $328,672 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Northern Trust Corp | 922 | n/a | $296,515 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 793 | n/a | $255,029 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Hrt Financial Lp | 643 | n/a | $206,000 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 472 | n/a | $151,670 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 406 | n/a | $131,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 296 | n/a | $95,194 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Franklin Resources Inc | 280 | n/a | $90,048 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Barclays Plc | 250 | n/a | $80,400 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 178 | n/a | $57,245 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | BlackRock ✦ (passief) | 159 | -97.2% | $51,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Allspring Global Investments… | 110 | n/a | $37,520 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 58 | n/a | $18,638 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | TD Waterhouse Canada Inc. | 50 | n/a | $16,067 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 4 | n/a | $1,286 | 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
| Renaissance Technologies | $670,152 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 247 houders, 1.76M aandelen, $560.12M 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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