DJD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.6% ·
aandelenstroom -5.5% ·
netto nieuwe posities -3.7%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 4.53K | $287,664 | +1 | n/a |
| Q2 2026 | 25 | 0 | 1.46M | $92.60M | +2 | −3 |
| Q1 2026 | 26 | -2 | 1.46M | $86.96M | +1 | −3 |
| Q4 2025 | 27 | -1 | 1.56M | $88.89M | n/a | −1 |
| Q3 2025 | 4 | 0 | 105.82K | $5.84M | n/a | n/a |
| Q2 2025 | 2 | +1 | 9.98K | $530,846 | +1 | n/a |
| Q2 2024 | 1 | n/a | 10.48K | $496,364 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 644.40K | n/a | $36.82M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cibc World Market Inc. | 496.37K | n/a | $28.36M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 146.90K | n/a | $8.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 45.55K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 42.17K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 37.39K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 28.31K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 16.46K | n/a | $941,065 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Stifel Financial Corp | 16.31K | n/a | $931,948 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 13.87K | n/a | $792,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 10.41K | -88.7% | $594,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 8.74K | n/a | $499,403 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Jones Financial Companies Lllp | 8.44K | n/a | $482,185 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 8.36K | n/a | $477,405 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 7.87K | n/a | $449,406 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 5.47K | n/a | $312,442 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 4.13K | n/a | $236,045 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 3.93K | n/a | $224,810 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 3.58K | n/a | $204,398 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.36K | +1.3% | $134,928 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.70K | +38.2% | $97,367 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.52K | n/a | $86,967 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Blair William & Co/Il | 477 | n/a | $27,266 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 352 | n/a | $20,113 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 236 | n/a | $13,485 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 180 | n/a | $10,268 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Cwm, Llc | 150 | n/a | $9,000 | 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
| Citadel Advisors | $573,113 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 91 houders, 2.65M aandelen, $153.74M 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.