DJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom +3.0% ·
netto nieuwe posities +5.6%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 13.56K | $699,891 | n/a | n/a |
| Q2 2026 | 18 | +1 | 1.13M | $56.45M | +3 | −2 |
| Q1 2026 | 18 | +1 | 1.15M | $53.82M | +2 | −1 |
| Q4 2025 | 17 | 0 | 1.12M | $53.17M | n/a | n/a |
| Q3 2025 | 1 | -1 | 205 | $9,572 | n/a | −1 |
| Q2 2025 | 1 | 0 | 16.24K | $721,374 | n/a | n/a |
| Q1 2025 | 1 | +1 | 16.65K | $681,160 | +1 | n/a |
| Q3 2024 | 1 | +1 | 17.89K | $740,908 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 240.77K | -0.2% | $11.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 216.93K | +11.6% | $10.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 147.12K | -3.7% | $6.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Truist Financial Corp | 140.46K | -0.9% | $6.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 94.29K | +5.2% | $4.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cwm, Llc | 89.54K | -5.6% | $4.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 73.66K | -3.4% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 35.93K | -5.7% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 22.52K | -2.0% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 22.18K | Nieuw | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 19.81K | +20.0% | $926,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 17.55K | 0.0% | $820,380 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Mariner, LLC | 11.60K | -24.8% | $542,091 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 10.04K | -14.8% | $472,412 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 4.71K | Nieuw | $219,912 | 0.0% | New | 1 | SEC ↗ |
| 16 | Barclays Plc | 3.98K | +9.2% | $186,025 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 200 | -2.4% | $9,348 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 110 | -77.6% | $5,141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $1.04M | 0.0% |
| Citadel Advisors | $219,912 | 0.0% |
Verlaten
| Royal Bank Of Canada | $7,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 112 houders, 4.28M aandelen, $161.65M 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.