ZROZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.1% ·
aandelenstroom -3.7% ·
netto nieuwe posities -5.4%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -2 | 5.04M | $323.24M | +3 | −5 |
| Q1 2026 | 36 | -1 | 4.70M | $300.66M | +6 | −7 |
| Q4 2025 | 37 | -2 | 5.10M | $327.54M | — | −2 |
| Q3 2025 | 8 | +2 | 610.40K | $41.48M | +2 | — |
| Q2 2025 | 3 | +1 | 164.36K | $11.02M | +1 | — |
| Q1 2025 | 1 | 0 | 64.90K | $4.65M | — | — |
| Q4 2024 | 1 | 0 | 179.85K | $12.34M | — | — |
| Q3 2024 | 1 | 0 | 12.56K | $1.04M | — | — |
| Q2 2024 | 1 | — | 2.08K | $155,887 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mirae Asset Global Investments Co.… | 1.78M | — | $114.14M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 654.80K | — | $42.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 486.15K | — | $31.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 467.25K | — | $30.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 206.32K | -15.2% | $13.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Raymond James Financial Inc | 190.94K | — | $12.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Jane Street Group, Llc | 131.99K | — | $8.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 115.78K | — | $7.44M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 114.42K | — | $7.35M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 102.66K | +81.5% | $6.60M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 97.98K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 90.26K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | Jones Financial Companies Lllp | 83.50K | — | $5.36M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 79.05K | — | $5.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Millennium Management ✦ | 75.00K | -25.0% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 57.85K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 49.98K | — | $3.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 42.87K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 40.42K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 34.35K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 32.04K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Simplex Trading, Llc | 25.02K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Hrt Financial Lp | 21.24K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 21.20K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Barclays Plc | 17.42K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | JPMorgan Chase ✦ | 16.51K | -51.2% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | BlackRock ✦ (passief) | 12.91K | -60.7% | $829,532 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 12.71K | — | $815,217 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 10.84K | — | $696,216 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cetera Investment Advisers | 8.45K | — | $542,795 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 5.29K | — | $339,976 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bnp Paribas Financial Markets | 5.20K | — | $334,100 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 4.66K | — | $299,084 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 3.81K | 0.0% | $245,050 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Cwm, Llc | 1.43K | — | $92,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 651 | — | $41,827 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 385 | — | $25,352 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $9.42M | was 0.0% |
| Fidelity (FMR) | $83,591 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 125 houders, 8.62M aandelen, $543.12M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.