DIAL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.8% ·
aandelenstroom -4.8% ·
netto nieuwe posities -5.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 | 6.25M | -0.1% | $113.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 6.25M | -0.1% | $113.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 2.46M | +6.3% | $44.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 922.61K | -25.2% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 922.61K | -25.2% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 871.40K | -1.9% | $15.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 871.40K | -1.9% | $15.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 829.61K | +4.3% | $15.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 829.61K | +4.3% | $15.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 685.84K | +6.0% | $12.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 356.84K | +51.7% | $6.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 356.84K | +51.7% | $6.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 113.88K | -80.2% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 66.22K | +12.2% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 66.22K | +12.2% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 60.41K | +13.6% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 38.62K | -49.0% | $701,798 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 36.62K | -15.6% | $665,305 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Focus Partners Wealth | 34.56K | +2.2% | $628,018 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 33.53K | +2.2% | $609,239 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 33.53K | +2.2% | $609,239 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 22.29K | -88.4% | $404,955 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 13.88K | +22.3% | $252,772 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 11.49K | -17.1% | $208,768 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 916 | 0.0% | $16,644 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 150 | 0.0% | $2,726 | 0.0% | Held | 5 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 43 | Nieuw | $781 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Qube Research & Technologies… | $781 | 0.0% |
Verlaten
| Northwestern Mutual Wealth… | $9,799 | was 0.0% |
| Jones Financial Companies Lllp | $752 | was 0.0% |
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.