IDRV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.0% ·
aandelenstroom -30.0% ·
netto nieuwe posities +3.8%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 196 | $6,419 | +1 | −1 |
| Q2 2026 | 29 | +4 | 741.01K | $28.20M | +5 | −1 |
| Q1 2026 | 26 | +1 | 696.92K | $26.84M | +2 | −1 |
| Q4 2025 | 25 | 0 | 1.09M | $41.40M | n/a | n/a |
| Q3 2025 | 4 | 0 | 245.22K | $8.99M | n/a | n/a |
| Q2 2025 | 2 | 0 | 106.01K | $3.24M | n/a | n/a |
| Q1 2025 | 1 | 0 | 196.02K | $5.73M | n/a | n/a |
| Q4 2024 | 1 | +1 | 185.80K | $5.43M | +1 | n/a |
| Q2 2024 | 2 | n/a | 89.80K | $2.56M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pnc Financial Services Group, Inc. | 192.39K | -44.9% | $7.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 2 | Morgan Stanley ✦ | 139.38K | +4.6% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 75.36K | -9.6% | $2.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Susquehanna International Group, Llp | 68.44K | +22.3% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 51.92K | -2.2% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 21.38K | +15.4% | $823,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 18.48K | -20.8% | $711,919 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 17.91K | -24.5% | $690,120 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 15.70K | -94.0% | $604,767 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 15.41K | -10.2% | $593,879 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wealthfront Advisers LLC | 12.83K | -6.4% | $494,494 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 12.09K | +13.0% | $449,453 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 11.49K | Nieuw | $446,197 | 0.0% | New | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 10.78K | -9.5% | $414,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | UBS Group AG | 9.76K | -22.3% | $376,130 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Wells Fargo & Company/Mn | 8.21K | -9.3% | $316,157 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Creative Planning | 6.33K | -0.4% | $243,891 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 5.63K | -0.1% | $217,027 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Northwestern Mutual Wealth… | 1.03K | +21.3% | $39,702 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 740 | 0.0% | $28,512 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 21 | Cwm, Llc | 486 | +145.4% | $18,726 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 391 | 0.0% | $15,085 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 354 | Nieuw | $13,639 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 242 | -45.4% | $9,340 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 145 | 0.0% | $5,587 | 0.0% | Held | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 45 | +200.0% | $1,678 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wealth Enhancement Advisory… | $446,197 | 0.0% |
| Fifth Third Bancorp | $13,639 | 0.0% |
Verlaten
| National Bank Of Canada /Fi/ | $9,252 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 70 houders, 991.36K aandelen, $37.06M 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.