Effectdossier · gearchiveerd kwartaal
DNP
naam in afwachting van profielverwerking
42Gevolgde houders
+3Δ houders
22.85MGehouden aandelen
$235.42MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.7% ·
aandelenstroom +4.3% ·
netto nieuwe posities +7.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 60.42K | $587,265 | n/a | n/a |
| Q2 2026 | 37 | -3 | 23.24M | $250.74M | n/a | −4 |
| Q1 2026 | 42 | +3 | 22.85M | $235.42M | +4 | −1 |
| Q4 2025 | 39 | -1 | 21.90M | $218.82M | n/a | −1 |
| Q3 2025 | 3 | -1 | 3.47M | $34.71M | +1 | −2 |
| Q2 2025 | 2 | 0 | 79.48K | $778,070 | n/a | n/a |
| Q1 2025 | 1 | 0 | 18.58K | $183,756 | n/a | n/a |
| Q4 2024 | 1 | 0 | 102.43K | $903,441 | n/a | n/a |
| Q3 2024 | 1 | -1 | 21.01K | $210,910 | n/a | −1 |
| Q2 2024 | 2 | n/a | 31.33K | $257,546 | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.77M | +0.5% | $38.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 3.23M | +4.2% | $33.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 3.16M | +3.2% | $32.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Baird Financial Group, Inc. | 2.08M | +7.8% | $21.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 1.53M | +1.3% | $15.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 1.53M | +2.0% | $15.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.43M | +28.7% | $14.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 1.15M | +6.0% | $11.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Bank Of America Corp /De/ | 1.05M | +19.1% | $10.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 969.26K | -15.3% | $9.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 500.36K | -4.0% | $5.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Creative Planning | 372.34K | +1.1% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 273.19K | -31.0% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 242.87K | +33.5% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 175.65K | -0.3% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 169.94K | +4.0% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 138.90K | +845.8% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Mariner, LLC | 122.59K | -0.8% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Focus Partners Wealth | 92.76K | -15.8% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 94.41K | -1.4% | $972,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 87.75K | -8.3% | $903,832 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 82.37K | +239.1% | $848,441 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 73.35K | -6.9% | $755,464 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Jane Street Group, Llc | 70.25K | +111.2% | $723,596 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Stifel Financial Corp | 56.49K | +13.0% | $581,883 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Cerity Partners LLC | 56.13K | +17.5% | $578,110 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | HighTower Advisors, LLC | 48.23K | -1.8% | $496,810 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 42.69K | +0.7% | $439,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 37.70K | -8.1% | $388,297 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Corient Private Wealth LP | 33.14K | -46.4% | $341,317 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 32.59K | -43.2% | $334,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 30.12K | +153.1% | $310,273 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cwm, Llc | 24.84K | 0.0% | $255,811 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 20.68K | +0.7% | $213,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Franklin Resources Inc | 20.39K | 0.0% | $210,017 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Northern Trust Corp | 19.84K | +66.5% | $204,404 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 16.28K | Nieuw | $167,674 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fisher Asset Management ✦ | 12.09K | Nieuw | $124,506 | 0.0% | New | 1 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 4.36K | Nieuw | $44,887 | 0.0% | New | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 3.43K | +73.1% | $35,339 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 1.30K | Nieuw | $13,314 | 0.0% | New | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 1.27K | -40.6% | $13,040 | 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… | $167,674 | 0.0% |
| Fisher Asset Management | $124,506 | 0.0% |
| UBS AM, a distinct business… | $44,887 | 0.0% |
| Jones Financial Companies Lllp | $13,314 | 0.0% |
Verlaten
| First Manhattan Co. Llc. | $137,130 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 327 houders, 40.83M aandelen, $398.05M 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 het vaakst nog meer 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: Q1 2026 ·
Methodologie ·
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