Effectdossier · gearchiveerd kwartaal
GDV
naam in afwachting van profielverwerking
35Gevolgde houders
0Δ houders
14.71MGehouden aandelen
$397.11MGerapporteerde waarde
+3Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.9% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +5 | 14.85M | $436.74M | +6 | −1 |
| Q1 2026 | 35 | 0 | 14.71M | $397.11M | +3 | −3 |
| Q4 2025 | 35 | 0 | 14.84M | $412.25M | — | — |
| Q3 2025 | 4 | 0 | 8.39M | $227.54M | — | — |
| Q2 2025 | 2 | +1 | 21.74K | $565,431 | +1 | — |
| Q1 2025 | 1 | 0 | 16.59K | $400,220 | — | — |
| Q4 2024 | 1 | +1 | 10.00K | $241,500 | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.10M | -2.7% | $218.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.10M | -2.7% | $218.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.10M | -2.7% | $218.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.10M | -2.7% | $218.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 8.10M | -2.7% | $218.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.35M | +2.9% | $36.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.35M | +2.9% | $36.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.35M | -1.8% | $36.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.35M | -1.8% | $36.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.35M | -1.8% | $36.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Allspring Global Investments… | 742.80K | +8.1% | $20.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 577.57K | +4.2% | $15.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 534.57K | 0.0% | $14.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 534.57K | 0.0% | $14.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 534.57K | 0.0% | $14.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 534.57K | 0.0% | $14.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 534.57K | 0.0% | $14.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 506.84K | -4.6% | $13.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 506.84K | -4.6% | $13.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 275.77K | +5.3% | $7.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 275.77K | +5.3% | $7.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Capstone Investment Advisors, Llc | 262.24K | 0.0% | $7.06M | 0.1% | Held | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 135.96K | -0.5% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 128.44K | -24.4% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | First Trust Advisors Lp | 129.21K | +4.2% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 122.49K | -4.3% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 122.49K | -4.3% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 65.56K | +6456.0% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Focus Partners Wealth | 31.13K | -42.4% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cetera Investment Advisers | 64.80K | +10.5% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 54.80K | +2.5% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 54.80K | +2.5% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Creative Planning | 46.01K | +26.3% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 44.93K | +39.6% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | GAMCO Investors ✦ | 34.00K | +126.7% | $915,620 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 30.94K | -47.3% | $833,223 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 27.11K | +25.9% | $730,118 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 22.59K | -19.2% | $608,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Truist Financial Corp | 15.29K | +0.4% | $411,690 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mariner, LLC | 14.24K | +8.2% | $380,983 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 11.77K | -12.4% | $317,020 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 11.10K | -1.8% | $298,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 9.61K | -2.5% | $258,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 8.05K | Nieuw | $216,894 | 0.0% | New | 1 | SEC ↗ |
| 45 | Cwm, Llc | 4.75K | -25.6% | $127,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Assetmark, Inc | 1.32K | +142.3% | $35,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 873 | 0.0% | $23,514 | 0.0% | Held | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 536 | +7.6% | $14,049 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 536 | +7.6% | $14,049 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 276 | Nieuw | $7,433 | 0.0% | New | 1 | SEC ↗ |
| 51 | BlackRock ✦ (passief) | 84 | Nieuw | $2,257 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $216,894 | 0.0% |
| UBS AM, a distinct business… | $7,433 | 0.0% |
| BlackRock | $2,257 | 0.0% |
Verlaten
| Ameriprise Financial Inc | $236,348 | was 0.0% |
| Captrust Financial Advisors | $201,652 | was 0.0% |
| Northwestern Mutual Wealth… | $34,546 | was 0.0% |
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.
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: Q1 2026 ·
Methodologie ·
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