DJIA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | 0 | 1.53M | $33.78M | +4 | −4 |
| Q1 2026 | 19 | +2 | 1.13M | $23.76M | +3 | −1 |
| Q4 2025 | 17 | -2 | 1.10M | $24.30M | — | −2 |
| Q3 2025 | 4 | 0 | 7.05K | $153,976 | — | — |
| Q2 2025 | 2 | — | 6.00K | $130,176 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 989.51K | +46.4% | $21.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 183.18K | -2.3% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 183.18K | -2.3% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 91.27K | +2.5% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 91.27K | +2.5% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 68.66K | +168.6% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 68.66K | +168.6% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 56.14K | +35.8% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 50.29K | +120.7% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 44.95K | +50.7% | $995,276 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 14.42K | Nieuw | $319,215 | 0.0% | New | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 12.35K | Nieuw | $273,429 | 0.0% | New | 1 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 7.14K | 0.0% | $158,190 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Fifth Third Bancorp | 5.35K | +1.9% | $118,533 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Simplex Trading, Llc | 786 | -40.7% | $17,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Group One Trading Llc | 600 | +76.5% | $13,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 464 | +46300.0% | $10,271 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 464 | +46300.0% | $10,271 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 463 | -16.3% | $10,261 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 463 | -16.3% | $10,261 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 463 | -16.3% | $10,261 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 175 | Nieuw | $3,875 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 91 | 0.0% | $2,020 | 0.0% | Held | 5 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 62 | 0.0% | $1,369 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Citigroup Inc | 1 | Nieuw | $22 | 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
| Mml Investors Services, Llc | $319,215 | 0.0% |
| Citadel Advisors | $273,429 | 0.0% |
| Pnc Financial Services Group… | $3,875 | 0.0% |
| Citigroup Inc | $22 | 0.0% |
Verlaten
| Mariner, LLC | $610,770 | was 0.0% |
| Jane Street Group, Llc | $253,427 | was 0.0% |
| Jones Financial Companies Lllp | $25,090 | was 0.0% |
| UBS Group AG | $610 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 52 houders, 2.13M aandelen, $42.46M 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.