XSVM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.5% · 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 | 5.12K | $337,984 | n/a | n/a |
| Q2 2026 | 33 | -2 | 3.26M | $226.73M | +1 | −4 |
| Q1 2026 | 37 | +5 | 3.28M | $197.72M | +7 | −2 |
| Q4 2025 | 32 | 0 | 3.43M | $196.28M | n/a | n/a |
| Q3 2025 | 5 | -1 | 425.51K | $24.02M | n/a | −1 |
| Q2 2025 | 4 | 0 | 110.55K | $5.75M | n/a | n/a |
| Q1 2025 | 3 | 0 | 147.22K | $7.39M | n/a | n/a |
| Q4 2024 | 3 | +1 | 83.29K | $4.54M | +1 | n/a |
| Q3 2024 | 2 | 0 | 77.60K | $4.27M | +1 | −1 |
| Q2 2024 | 2 | n/a | 26.29K | $1.38M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 861.00K | n/a | $49.20M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 464.38K | n/a | $26.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 414.52K | +7.8% | $23.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Cwm, Llc | 220.46K | n/a | $12.60M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 215.69K | n/a | $12.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 169.63K | n/a | $9.69M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 143.05K | n/a | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 140.78K | n/a | $8.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 112.84K | n/a | $6.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 108.32K | n/a | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cibc World Market Inc. | 97.54K | n/a | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 94.67K | n/a | $5.41M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 81.25K | n/a | $4.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Ameriprise Financial Inc | 47.64K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Citigroup Inc | 39.77K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 33.45K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Two Sigma Investments ✦ | 30.00K | +29.9% | $1.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 27.50K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 19.05K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Charles Schwab Investment… | 17.96K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 15.86K | +557.1% | $906,412 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | AQR Capital Management ✦ | 14.99K | +11.2% | $856,643 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | UBS Group AG | 14.47K | n/a | $826,702 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 12.01K | n/a | $686,194 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Wealth Enhancement Advisory… | 9.09K | n/a | $535,991 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 9.14K | n/a | $522,015 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 8.15K | n/a | $465,748 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 4.67K | n/a | $266,950 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 3.59K | n/a | $205,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.98K | -4.5% | $113,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 989 | n/a | $57,035 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 328 | n/a | $18,742 | 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): 127 houders, 5.22M aandelen, $304.87M 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.