Effectdossier · gearchiveerd kwartaal
EDIV
naam in afwachting van profielverwerking
41Gevolgde houders
+1Δ houders
11.49MGehouden aandelen
$470.67MGerapporteerde waarde
+3Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.5% ·
aandelenstroom +0.7% ·
netto nieuwe posities +2.4%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +1 | 11.49M | $470.67M | +3 | −2 |
| Q1 2026 | 41 | 0 | 11.41M | $450.22M | +1 | −1 |
| Q4 2025 | 41 | 0 | 9.40M | $367.91M | — | — |
| Q3 2025 | 5 | +1 | 1.32M | $51.15M | +1 | — |
| Q2 2025 | 2 | — | 4.03K | $153,470 | — | — |
| Q4 2024 | 1 | +1 | 10.56K | $372,610 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.15M | +23.1% | $87.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.99M | +13.4% | $81.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.99M | +13.4% | $81.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.99M | +13.4% | $81.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.44M | +6.0% | $58.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.44M | +6.0% | $58.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.44M | +6.0% | $58.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.32M | +6.0% | $54.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.32M | +6.0% | $54.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.32M | +6.0% | $54.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.32M | +6.0% | $54.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 529.57K | -5.8% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 490.61K | +8.3% | $20.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 490.61K | +8.3% | $20.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 490.61K | +8.3% | $20.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 438.82K | +13.5% | $17.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 438.82K | +13.5% | $17.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 438.82K | +13.5% | $17.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 410.32K | +3.1% | $16.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 410.32K | +3.1% | $16.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 393.94K | -74.1% | $16.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 354.52K | +8.3% | $14.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 318.31K | +8.9% | $13.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 318.31K | +8.9% | $13.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 311.93K | -0.7% | $12.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 271.58K | +82.7% | $11.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 255.22K | +16.6% | $10.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 121.71K | +6.5% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 108.27K | +620.6% | $4.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 91.94K | +9.4% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 91.22K | +22.2% | $3.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 78.83K | +5.0% | $3.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 78.83K | +5.0% | $3.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 78.83K | +5.0% | $3.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 70.05K | +19.2% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mariner, LLC | 38.80K | -1.1% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Focus Partners Wealth | 37.63K | -3.2% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Truist Financial Corp | 37.13K | -36.5% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 27.17K | +14.5% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Deutsche Bank Ag\ | 21.78K | +7.4% | $892,191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 21.78K | +7.4% | $892,191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 21.78K | +7.4% | $892,191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Invesco Ltd. | 16.43K | -3.0% | $672,891 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 14.12K | -2.3% | $578,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Creative Planning | 12.31K | +56.1% | $504,159 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Hrt Financial Lp | 9.82K | Nieuw | $402,000 | 0.0% | New | 1 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 7.37K | +84.2% | $301,698 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 7.25K | Nieuw | $296,942 | 0.0% | New | 1 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 5.50K | +2.0% | $225,154 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Nuveen, LLC | 5.26K | Nieuw | $215,519 | 0.0% | New | 1 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 4.87K | 0.0% | $199,545 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 4.87K | 0.0% | $199,545 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Blair William & Co/Il | 1.89K | +0.2% | $77,276 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Fifth Third Bancorp | 1.71K | -32.9% | $70,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | BlackRock ✦ (passief) | 1.41K | +16.3% | $57,771 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 1.38K | -3.5% | $56,251 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 647 | 0.0% | $26,500 | 0.0% | Held | 3 | SEC ↗ |
| 58 | TD Waterhouse Canada Inc. | 38 | 0.0% | $1,552 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Assetmark, Inc | 18 | 0.0% | $737 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $402,000 | 0.0% |
| Susquehanna International… | $296,942 | 0.0% |
| Nuveen, LLC | $215,519 | 0.0% |
Verlaten
| Nomura Asset Management Co Ltd | $483,472 | was 0.0% |
| Russell Investments Group… | $7,106 | was 0.0% |
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 verder het vaakst 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: Q2 2026 ·
Methodologie ·
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