DFP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.0% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 0 | 2.71M | $55.98M | +1 | −1 |
| Q1 2026 | 23 | 0 | 2.64M | $52.92M | +1 | −1 |
| Q4 2025 | 23 | 0 | 2.69M | $55.38M | — | — |
| Q3 2025 | 1 | -1 | 130.74K | $2.83M | — | −1 |
| Q2 2025 | 1 | — | 400 | $8,212 | — | — |
| Q4 2024 | 1 | 0 | 17.89K | $356,727 | — | — |
| Q3 2024 | 1 | 0 | 17.89K | $384,635 | — | — |
| Q2 2024 | 1 | — | 17.89K | $343,488 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.24M | +1.9% | $24.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.24M | +1.9% | $24.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 301.70K | -2.3% | $6.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 301.70K | -2.3% | $6.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 237.08K | -15.1% | $4.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 237.08K | -15.1% | $4.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 188.73K | -3.7% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Focus Partners Wealth | 142.89K | -3.8% | $2.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 118.60K | -8.2% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 118.60K | -8.2% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 89.39K | +1.9% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 51.05K | +5.1% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 47.55K | -1.6% | $954,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 42.59K | +4.8% | $854,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 31.24K | -18.4% | $627,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 27.05K | Nieuw | $542,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 22.87K | +6.4% | $459,025 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 22.60K | -2.9% | $453,634 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 19.32K | -0.7% | $387,853 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 14.30K | 0.0% | $287,001 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 12.30K | +0.3% | $246,930 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 10.78K | +5.9% | $216,274 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 7.37K | -25.5% | $147,895 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | UBS Group AG | 7.37K | -25.5% | $147,895 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 3.35K | 0.0% | $67,134 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 2.01K | +11.7% | $40,341 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cwm, Llc | 1.84K | -0.1% | $36,855 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 814 | +1015.1% | $16,351 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $542,000 | 0.0% |
Verlaten
| Corient Private Wealth LP | $42,910 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 79 houders, 5.39M aandelen, $81.61M 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.