DOCT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -4.7% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | -2 | 958.53K | $44.74M | +1 | −3 |
| Q1 2026 | 16 | 0 | 859.45K | $37.31M | +3 | −3 |
| Q4 2025 | 16 | +1 | 902.26K | $39.96M | +1 | — |
| Q2 2025 | 1 | 0 | 5.31K | $217,908 | — | — |
| Q1 2025 | 1 | 0 | 7.85K | $301,124 | — | — |
| Q4 2024 | 1 | 0 | 8.05K | $317,086 | — | — |
| Q3 2024 | 1 | 0 | 9.43K | $368,167 | — | — |
| Q2 2024 | 1 | — | 9.14K | $350,877 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 149.76K | +31.0% | $6.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 123.58K | -20.8% | $5.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 123.58K | -20.8% | $5.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 109.48K | -3.1% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 93.41K | -31.1% | $4.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 93.41K | -31.1% | $4.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 87.05K | +0.9% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 78.64K | +14.7% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 72.88K | +14.5% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cwm, Llc | 52.64K | -25.9% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 51.25K | -0.3% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 15.62K | -30.8% | $668,295 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 13.70K | Nieuw | $595,052 | 0.0% | New | 1 | SEC ↗ |
| 14 | Barclays Plc | 4.29K | +1092.8% | $186,480 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 4.25K | -9.2% | $184,352 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 1.50K | Nieuw | $64,395 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 1.38K | Nieuw | $59,800 | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 30 | -98.0% | $1,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $595,052 | 0.0% |
| Jones Financial Companies Lllp | $64,395 | 0.0% |
| Northwestern Mutual Wealth… | $59,800 | 0.0% |
Verlaten
| Susquehanna International… | $552,961 | was 0.0% |
| Wells Fargo & Company/Mn | $35,432 | was 0.0% |
| Bank Of America Corp /De/ | $930 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 109 houders, 4.03M aandelen, $150.80M 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.