DIAL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom +6.2% ·
netto nieuwe posities +5.6%
— 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 | 20 | -1 | 12.80M | $232.64M | +1 | −2 |
| Q1 2026 | 22 | +4 | 13.46M | $243.28M | +6 | −2 |
| Q4 2025 | 18 | +1 | 13.08M | $239.99M | +1 | — |
| Q3 2025 | 3 | -1 | 919.69K | $16.97M | — | −1 |
| Q2 2025 | 2 | 0 | 57.94K | $1.05M | — | — |
| Q1 2025 | 1 | 0 | 55.41K | $990,695 | — | — |
| Q4 2024 | 1 | 0 | 86.78K | $1.52M | — | — |
| Q3 2024 | 1 | 0 | 32.92K | $608,417 | — | — |
| Q2 2024 | 1 | — | 58.43K | $1.03M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 6.64M | — | $121.92M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 6.64M | — | $121.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 2.18M | — | $40.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 923.34K | — | $16.95M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 923.34K | — | $16.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 921.14K | +2.5% | $16.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 921.14K | +2.5% | $16.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 749.94K | Nieuw | $13.77M | 0.0% | New | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 605.22K | — | $11.11M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 605.22K | — | $11.11M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 601.39K | — | $11.04M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 601.39K | — | $11.04M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 206.50K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 206.50K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 46.73K | — | $857,719 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 46.73K | — | $857,719 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 44.77K | — | $821,774 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 41.00K | — | $750,024 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 35.12K | — | $644,670 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 33.23K | — | $610,143 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 33.23K | — | $610,143 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 16.24K | — | $298,004 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 13.70K | — | $251,414 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 10.55K | -50.0% | $193,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 573 | — | $11,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 150 | 0.0% | $2,753 | 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
| Goldman Sachs Group | $13.77M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 53 houders, 15.13M aandelen, $273.09M 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.