CDC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.3% ·
aandelenstroom -4.8% ·
netto nieuwe posities +9.4%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | 0 | 4.42M | $328.60M | n/a | −1 |
| Q1 2026 | 32 | +3 | 4.96M | $354.32M | +4 | −1 |
| Q4 2025 | 29 | 0 | 5.21M | $343.30M | n/a | n/a |
| Q3 2025 | 6 | +1 | 1.35M | $90.03M | +1 | n/a |
| Q2 2025 | 2 | -1 | 42.05K | $2.68M | n/a | −1 |
| Q1 2025 | 2 | +2 | 9.58K | $629,663 | +2 | n/a |
| Q3 2024 | 1 | +1 | 50.40K | $3.28M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.12M | -1.6% | $80.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 654.70K | -2.5% | $46.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 587.58K | +1.6% | $41.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 520.34K | -3.4% | $37.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cwm, Llc | 303.54K | -0.5% | $21.68M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 283.73K | -36.2% | $20.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 231.58K | +3.6% | $16.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 226.86K | -16.0% | $16.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 164.76K | -1.6% | $11.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 152.21K | -7.5% | $10.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 117.94K | +16.6% | $8.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 108.91K | -6.0% | $7.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | UBS Group AG | 106.37K | +1.4% | $7.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 64.83K | +2.8% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 45.55K | +177.1% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 36.12K | -7.0% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 35.30K | -9.6% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 32.24K | -0.1% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 29.77K | +0.5% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 28.64K | -47.2% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Russell Investments Group, Ltd. | 26.92K | +4.0% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 21.20K | Nieuw | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 19.97K | -59.8% | $1.43M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Creative Planning | 11.04K | +18.6% | $788,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 10.98K | +7.6% | $784,149 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 6.22K | +0.6% | $444,553 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Corient Private Wealth LP | 3.02K | Nieuw | $215,413 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 2.75K | Nieuw | $196,715 | 0.0% | New | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passief) | 2.66K | 0.0% | $190,144 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 526 | +202.3% | $37,604 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 355 | 0.0% | $25,175 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 248 | Nieuw | $17,714 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wealth Enhancement Advisory… | $1.51M | 0.0% |
| Corient Private Wealth LP | $215,413 | 0.0% |
| Fifth Third Bancorp | $196,715 | 0.0% |
| Pnc Financial Services Group… | $17,714 | 0.0% |
Verlaten
| Hrt Financial Lp | $266,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 99 houders, 6.80M aandelen, $471.47M 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.