CDL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.8% ·
aandelenstroom +1.4% ·
netto nieuwe posities 0.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +1 | 1.76M | $136.48M | +2 | −2 |
| 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 ✦ | 617.13K | -0.2% | $47.87M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 262.37K | -2.1% | $20.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Northwestern Mutual Wealth… | 213.49K | +3.0% | $16.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 156.68K | +2.8% | $12.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 95.64K | +10.7% | $7.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 93.81K | -7.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 42.78K | -1.2% | $3.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 40.31K | 0.0% | $3.13M | 0.0% | Held | 4 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 37.61K | +188.2% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 33.98K | -5.7% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 30.91K | -3.0% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 27.51K | -0.7% | $2.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 22.08K | +11.0% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 17.84K | -5.7% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 17.73K | -0.4% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Rockefeller Capital Management L.P. | 16.68K | -3.1% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Creative Planning | 7.81K | -7.1% | $606,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 6.42K | Nieuw | $498,401 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fifth Third Bancorp | 4.71K | -2.1% | $365,605 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 4.46K | +26.9% | $346,144 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Nuveen, LLC | 3.42K | Nieuw | $265,690 | 0.0% | New | 1 | SEC ↗ |
| 22 | Sei Investments Co | 3.34K | 0.0% | $258,940 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 748 | +0.9% | $58,001 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 462 | -7.4% | $36,191 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Us Bancorp \De\ | 254 | 0.0% | $19,704 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 15 | +7.1% | $1,125 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Assetmark, Inc | 1 | 0.0% | $78 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Cetera Investment Advisers | $498,401 | 0.0% |
| Nuveen, LLC | $265,690 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $8.40M | was 0.0% |
| Citadel Advisors | $878,018 | was 0.0% |
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.