GDV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.3% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.32M | -0.5% | $231.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Raymond James Financial Inc | 1.37M | — | $38.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 1.31M | — | $36.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Allspring Global Investments… | 687.25K | — | $19.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 554.56K | — | $15.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 534.67K | — | $14.85M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 7 | Bank Of America Corp /De/ | 531.48K | — | $14.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Capstone Investment Advisors, Llc | 262.24K | — | $7.28M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 261.81K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wealth Enhancement Advisory… | 169.82K | — | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 136.66K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 127.95K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | First Trust Advisors Lp | 123.99K | — | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 58.66K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 58.63K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 53.44K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 54.01K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 36.43K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 32.19K | — | $893,960 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 27.97K | — | $776,727 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 21.54K | — | $598,092 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 15.23K | — | $422,942 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | GAMCO Investors ✦ | 15.00K | +50.0% | $416,550 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 13.44K | +14.4% | $373,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mariner, LLC | 13.16K | — | $365,373 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 11.30K | — | $313,745 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 9.85K | — | $273,433 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 8.51K | — | $236,348 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Captrust Financial Advisors | 7.26K | — | $201,652 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 6.39K | — | $177,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 1.24K | — | $34,546 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 1.00K | — | $27,770 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 873 | — | $24,231 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 546 | — | $15,162 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 498 | -50.0% | $13,829 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
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): 182 houders, 27.40M aandelen, $707.37M 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.