EDOW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.3% ·
aandelenstroom -1.1% ·
netto nieuwe posities -4.5%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.59K | $295,246 | n/a | n/a |
| Q2 2026 | 26 | -1 | 3.33M | $146.64M | +1 | −2 |
| Q1 2026 | 27 | +5 | 3.97M | $161.24M | +5 | n/a |
| Q4 2025 | 22 | -1 | 2.58M | $106.56M | n/a | −1 |
| Q3 2025 | 6 | +1 | 835.81K | $33.38M | +1 | n/a |
| Q2 2025 | 2 | -1 | 1.19K | $45,648 | n/a | −1 |
| Q1 2025 | 1 | 0 | 12.48K | $452,183 | n/a | n/a |
| Q4 2024 | 1 | 0 | 30.14K | $1.09M | n/a | n/a |
| Q3 2024 | 1 | +1 | 5.63K | $202,691 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.09M | n/a | $45.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 775.26K | -1.8% | $32.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 201.53K | n/a | $8.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 155.33K | n/a | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 68.33K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 63.81K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 56.15K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 36.61K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 28.04K | -21.8% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 26.13K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wealthfront Advisers LLC | 16.68K | n/a | $689,049 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 15.44K | n/a | $637,524 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 14.41K | n/a | $595,135 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 9.48K | n/a | $391,565 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 8.46K | n/a | $356,638 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 7.09K | n/a | $293,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 1.63K | n/a | $67,349 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.61K | -50.0% | $66,726 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 1.00K | 0.0% | $41,300 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 826 | n/a | $34,114 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 207 | 0.0% | $8,549 | 0.0% | Held | 3 | SEC ↗ |
| 22 | UBS Group AG | 162 | n/a | $6,691 | 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
| Citadel Advisors | $253,299 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 80 houders, 5.68M aandelen, $222.87M 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.