Effectdossier · gearchiveerd kwartaal
EDIV
naam in afwachting van profielverwerking
41Gevolgde houders
0Δ houders
9.40MGehouden aandelen
$367.91MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.7% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | -1 | 92.01K | $3.66M | n/a | −1 |
| Q2 2026 | 40 | +1 | 11.37M | $465.69M | +3 | −3 |
| Q1 2026 | 41 | 0 | 11.41M | $450.22M | +1 | −1 |
| Q4 2025 | 41 | 0 | 9.40M | $367.91M | n/a | n/a |
| Q3 2025 | 5 | +1 | 1.32M | $51.15M | +1 | n/a |
| Q2 2025 | 2 | n/a | 4.03K | $153,470 | n/a | n/a |
| Q4 2024 | 1 | +1 | 10.56K | $372,610 | +1 | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.48M | n/a | $58.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 1.47M | n/a | $57.42M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.23M | +4.5% | $48.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 994.28K | n/a | $38.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 982.40K | n/a | $38.46M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Northwestern Mutual Wealth… | 485.27K | n/a | $19.00M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 358.15K | n/a | $14.02M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Raymond James Financial Inc | 350.68K | n/a | $13.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 278.48K | n/a | $10.90M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 249.88K | n/a | $9.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 207.41K | n/a | $8.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 202.48K | n/a | $7.93M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 171.62K | +337.1% | $6.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 149.23K | n/a | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 133.52K | n/a | $5.23M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 101.10K | n/a | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 89.99K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 84.19K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 73.52K | -26.4% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 61.15K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 54.03K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 48.28K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 40.94K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 20.36K | n/a | $797,057 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Deutsche Bank Ag\ | 20.28K | n/a | $793,922 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Invesco Ltd. | 16.92K | n/a | $662,575 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Nomura Asset Management Co Ltd | 12.25K | n/a | $479,431 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citigroup Inc | 8.95K | n/a | $350,393 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Creative Planning | 7.87K | n/a | $307,925 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 3.37K | n/a | $132,014 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Rockefeller Capital Management L.P. | 3.25K | n/a | $127,238 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Blair William & Co/Il | 1.88K | n/a | $73,708 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 1.61K | n/a | $63,260 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.61K | -20.3% | $63,205 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | BlackRock ✦ (passief) | 1.49K | 0.0% | $58,334 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 647 | n/a | $25,330 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 599 | n/a | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 180 | n/a | $7,047 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 145 | n/a | $5,677 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 38 | n/a | $1,488 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 18 | n/a | $705 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 204 houders, 20.22M aandelen, $774.42M 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: Q4 2025 ·
Methodologie ·
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