DJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom +6.1% ·
netto nieuwe posities 0.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 13.40K | $691,393 | n/a | −1 |
| Q2 2026 | 17 | +1 | 1.11M | $55.57M | +3 | −3 |
| 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 | Envestnet Asset Management Inc | 273.96K | +26.3% | $13.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 237.54K | -1.3% | $11.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 134.56K | -8.5% | $6.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Truist Financial Corp | 133.98K | -4.6% | $6.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 89.77K | +21.9% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 84.67K | -10.2% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 34.77K | -3.2% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 24.71K | +11.4% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 23.40K | +18.1% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 22.95K | +1.9% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 17.30K | Nieuw | $866,524 | 0.0% | New | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 10.04K | 0.0% | $505,062 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Mariner, LLC | 8.92K | -23.1% | $447,444 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Hrt Financial Lp | 7.20K | Nieuw | $361,000 | 0.0% | New | 1 | SEC ↗ |
| 15 | Barclays Plc | 4.01K | +0.7% | $201,031 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 265 | +32.5% | $13,288 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Assetmark, Inc | 166 | Nieuw | $8,324 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| JPMorgan Chase | $866,524 | 0.0% |
| Hrt Financial Lp | $361,000 | 0.0% |
| Assetmark, Inc | $8,324 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $820,380 | was 0.0% |
| Citadel Advisors | $219,912 | was 0.0% |
| UBS Group AG | $5,141 | 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.