DAPR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.3% ·
aandelenstroom -22.5% ·
netto nieuwe posities -5.6%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -1 | 973.44K | $39.79M | +2 | −3 |
| Q1 2026 | 18 | -1 | 818.41K | $32.54M | +1 | −2 |
| Q4 2025 | 19 | 0 | 1.06M | $41.57M | — | — |
| Q3 2025 | 1 | 0 | 7.08K | $273,423 | — | — |
| Q2 2025 | 1 | 0 | 23.46K | $884,474 | — | — |
| Q1 2025 | 1 | +1 | 8.78K | $326,984 | +1 | — |
| Q3 2024 | 1 | 0 | 21.97K | $801,429 | — | — |
| Q2 2024 | 1 | — | 17.83K | $629,822 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 182.96K | -0.2% | $7.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 151.40K | -11.3% | $6.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 126.84K | -50.7% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 83.84K | -16.1% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 83.84K | -16.1% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 79.31K | -52.1% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cwm, Llc | 37.63K | -1.9% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 32.77K | -9.2% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 30.50K | +345.1% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 24.94K | -4.1% | $991,843 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 18.96K | -6.0% | $754,092 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 18.96K | -6.0% | $754,092 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 15.00K | +7.8% | $596,347 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 10.00K | +35.4% | $397,803 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Mariner, LLC | 8.35K | -7.3% | $332,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 8.00K | 0.0% | $318,115 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 5.66K | -48.9% | $225,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 1.80K | Nieuw | $71,576 | 0.0% | New | 1 | SEC ↗ |
| 19 | Barclays Plc | 303 | +494.1% | $12,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 145 | 0.0% | $5,766 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fifth Third Bancorp | $71,576 | 0.0% |
Verlaten
| UBS Group AG | $64,527 | was 0.0% |
| Bank Of America Corp /De/ | $38,126 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 85 houders, 2.10M aandelen, $77.22M 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.