DIV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.2% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 5.43M | $103.52M | +2 | −2 |
| Q1 2026 | 37 | +1 | 4.97M | $93.88M | +4 | −3 |
| Q4 2025 | 36 | 0 | 4.72M | $81.82M | n/a | n/a |
| Q3 2025 | 7 | +1 | 1.18M | $20.84M | +1 | n/a |
| Q2 2025 | 3 | 0 | 123.94K | $2.18M | n/a | n/a |
| Q1 2025 | 1 | 0 | 61.00K | $1.15M | n/a | n/a |
| Q4 2024 | 1 | -1 | 36.20K | $652,715 | n/a | −1 |
| Q3 2024 | 2 | 0 | 103.34K | $1.93M | +1 | −1 |
| Q2 2024 | 2 | n/a | 39.31K | $678,150 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 625.64K | -4.4% | $10.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 618.03K | n/a | $10.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 382.31K | n/a | $6.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Goldman Sachs Group ✦ | 318.10K | +18.6% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 262.80K | +60.8% | $4.55M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Royal Bank Of Canada | 217.94K | n/a | $3.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 167.81K | n/a | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 76.60K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 61.95K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Northwestern Mutual Wealth… | 51.14K | n/a | $885,740 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 43.23K | -44.0% | $748,813 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 27.37K | n/a | $474,085 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 24.28K | +111.8% | $420,495 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 23.26K | n/a | $402,867 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 13.90K | n/a | $240,797 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Sei Investments Co | 10.54K | n/a | $182,500 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Us Bancorp \De\ | 5.32K | n/a | $92,142 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 4.65K | n/a | $80,538 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 3.72K | +6.8% | $64,361 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Blair William & Co/Il | 750 | n/a | $12,990 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 600 | n/a | $10,392 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 125 houders, 9.87M aandelen, $182.54M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.