XVV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -3.1% · 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 | 28 | -1 | 1.10M | $62.56M | +1 | −3 |
| Q1 2026 | 31 | +5 | 1.27M | $62.25M | +5 | n/a |
| Q4 2025 | 26 | 0 | 925.76K | $48.79M | n/a | n/a |
| Q3 2025 | 4 | -1 | 96.81K | $4.99M | n/a | −1 |
| Q2 2025 | 3 | +1 | 49.70K | $2.37M | +1 | n/a |
| Q1 2025 | 1 | 0 | 55.60K | $2.38M | n/a | n/a |
| Q4 2024 | 1 | 0 | 59.60K | $2.70M | +1 | −1 |
| Q3 2024 | 1 | +1 | 39.68K | $1.75M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 256.14K | n/a | $13.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Brown Advisory Inc | 184.01K | n/a | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Franklin Resources Inc | 76.00K | n/a | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 68.86K | n/a | $3.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | HighTower Advisors, LLC | 41.34K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 34.19K | +26.5% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 30.77K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 29.64K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | JPMorgan Chase ✦ | 28.02K | -48.6% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 25.40K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 24.06K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Focus Partners Wealth | 23.00K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 22.07K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 17.63K | n/a | $929,330 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 15.19K | n/a | $800,304 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 10.47K | n/a | $551,822 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 9.06K | n/a | $477,398 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Corient Private Wealth LP | 6.59K | n/a | $347,553 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 6.30K | n/a | $332,063 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Us Bancorp \De\ | 4.12K | n/a | $216,913 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Blair William & Co/Il | 4.07K | n/a | $214,647 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 3.06K | -76.9% | $161,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cwm, Llc | 2.22K | n/a | $117,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.01K | +0.2% | $105,752 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Assetmark, Inc | 1.46K | n/a | $76,731 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 96 | n/a | $5,050 | 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): 143 houders, 3.95M aandelen, $147.97M 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.