Effectdossier · gearchiveerd kwartaal
DJD
naam in afwachting van profielverwerking
26Gevolgde houders
0Δ houders
1.47MGehouden aandelen
$92.85MGerapporteerde waarde
+2Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.6% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | 0 | 1.47M | $92.85M | +2 | −2 |
| Q1 2026 | 26 | -2 | 1.46M | $86.96M | +1 | −3 |
| Q4 2025 | 27 | -1 | 1.56M | $88.89M | — | −1 |
| Q3 2025 | 4 | 0 | 105.82K | $5.84M | — | — |
| Q2 2025 | 2 | +1 | 9.98K | $530,846 | +1 | — |
| Q2 2024 | 1 | — | 10.48K | $496,364 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 515.21K | -0.4% | $32.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cibc World Market Inc. | 470.41K | -3.0% | $29.81M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 147.76K | -3.6% | $9.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 147.76K | -3.6% | $9.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 53.60K | +32.5% | $3.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 42.80K | -11.7% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 41.86K | +9.7% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 41.86K | +9.7% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 41.26K | -1.9% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 41.26K | -1.9% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 31.80K | +7.8% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 23.68K | +68.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 23.68K | +68.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 14.90K | +29.5% | $945,900 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 13.29K | -14.5% | $842,189 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 12.37K | +129.1% | $783,799 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | CIBC Bancorp USA Inc. | 10.50K | +5.0% | $665,457 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | CIBC Bancorp USA Inc. | 10.50K | +5.0% | $665,457 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 10.41K | 0.0% | $659,492 | 0.0% | Held | 4 | SEC ↗ |
| 20 | UBS Group AG | 7.77K | -15.2% | $492,385 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 5.55K | 0.0% | $351,636 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Mariner, LLC | 4.65K | +5.9% | $294,785 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 4.14K | +52.7% | $262,506 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 3.85K | -3.5% | $243,713 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Creative Planning | 3.31K | -17.9% | $209,913 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.13K | +7.2% | $134,926 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.13K | +7.2% | $134,926 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.13K | +7.2% | $134,926 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 1.98K | +160.8% | $125,599 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 1.98K | +160.8% | $125,599 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 1.98K | +160.8% | $125,599 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 1.52K | -0.9% | $96,449 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 270 | Nieuw | $17,110 | 0.0% | New | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 100 | +9900.0% | $6,337 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 1 | Nieuw | $39 | 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
| Us Bancorp \De\ | $17,110 | 0.0% |
| Pnc Financial Services Group… | $39 | 0.0% |
Verlaten
| Fifth Third Bancorp | $21,028 | was 0.0% |
| Russell Investments Group… | $13,919 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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