CDL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.2% ·
aandelenstroom +0.7% ·
netto nieuwe posities +4.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
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 | 1.86M | $144.77M | +2 | −1 |
| Q1 2026 | 27 | +2 | 1.85M | $137.47M | +2 | — |
| Q4 2025 | 25 | +1 | 1.88M | $129.73M | +1 | — |
| Q3 2025 | 4 | 0 | 610.47K | $42.48M | — | — |
| Q2 2025 | 2 | 0 | 34.15K | $2.27M | — | — |
| Q1 2025 | 1 | +1 | 9.80K | $670,928 | +1 | — |
| Q3 2024 | 1 | 0 | 17.09K | $1.16M | — | — |
| Q2 2024 | 1 | — | 32.66K | $1.99M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 574.98K | +0.7% | $39.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 574.98K | +0.7% | $39.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 574.98K | +0.7% | $39.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 288.84K | — | $19.89M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 288.84K | — | $19.89M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 202.07K | — | $13.91M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 164.35K | — | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 134.27K | — | $9.24M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 113.38K | — | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 79.53K | — | $5.48M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 45.86K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 42.89K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 40.73K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 40.73K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 40.39K | +17.8% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 33.23K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 33.23K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 28.20K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 21.23K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 20.35K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 18.86K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 18.86K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 18.86K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 18.50K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 4.99K | — | $343,519 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 4.99K | — | $343,519 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 4.95K | +8.7% | $340,592 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Sei Investments Co | 3.34K | — | $229,810 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2.30K | Nieuw | $158,351 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 741 | -16.8% | $51,030 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 254 | — | $17,487 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 14 | — | $985 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 1 | — | $69 | 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
| JPMorgan Chase | $158,351 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 60 houders, 2.62M aandelen, $190.87M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.