Effectdossier · gearchiveerd kwartaal
IDRV
naam in afwachting van profielverwerking
29Gevolgde houders
+4Δ houders
741.01KGehouden aandelen
$28.20MGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.0% ·
aandelenstroom +6.4% ·
netto nieuwe posities +13.8%
— 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 | 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 | — | — |
| Q3 2025 | 4 | 0 | 245.22K | $8.99M | — | — |
| Q2 2025 | 2 | 0 | 106.01K | $3.24M | — | — |
| Q1 2025 | 1 | 0 | 196.02K | $5.73M | — | — |
| Q4 2024 | 1 | +1 | 185.80K | $5.43M | +1 | — |
| Q2 2024 | 2 | — | 89.80K | $2.56M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pnc Financial Services Group, Inc. | 188.57K | -2.0% | $7.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Pnc Financial Services Group, Inc. | 188.57K | -2.0% | $7.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Pnc Financial Services Group, Inc. | 188.57K | -2.0% | $7.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Pnc Financial Services Group, Inc. | 188.57K | -2.0% | $7.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 188.57K | -2.0% | $7.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 188.57K | -2.0% | $7.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 188.57K | -2.0% | $7.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 188.57K | -2.0% | $7.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 151.79K | +8.9% | $5.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 151.79K | +8.9% | $5.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 69.42K | -7.9% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 69.42K | -7.9% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 69.42K | -7.9% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 68.33K | -0.2% | $2.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 51.76K | -0.3% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 30.61K | Nieuw | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 28.21K | +243.8% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 28.21K | +243.8% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 20.49K | -4.2% | $780,601 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 19.78K | +7.0% | $753,542 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 17.16K | +11.3% | $653,768 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 13.09K | +8.3% | $483,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 12.64K | -29.4% | $481,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wealthfront Advisers LLC | 12.63K | -1.6% | $481,279 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 11.30K | +15.7% | $430,454 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 11.30K | +15.7% | $430,454 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 11.30K | +15.7% | $430,454 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 10.63K | -1.4% | $406,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 10.63K | -1.4% | $406,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 10.63K | -1.4% | $406,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 10.76K | -6.4% | $396,558 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Creative Planning | 6.31K | -0.3% | $240,501 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 5.78K | Nieuw | $220,324 | 0.0% | New | 1 | SEC ↗ |
| 34 | Raymond James Financial Inc | 5.78K | Nieuw | $220,324 | 0.0% | New | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 5.53K | -1.8% | $210,884 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 5.53K | -1.8% | $210,884 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 2.25K | +118.6% | $85,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Allspring Global Investments… | 2.27K | Nieuw | $85,783 | 0.0% | New | 1 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 740 | 0.0% | $28,194 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 740 | 0.0% | $28,194 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 382 | +57.9% | $14,553 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Fifth Third Bancorp | 282 | -20.3% | $10,744 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 149 | -61.9% | $5,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Lazard Asset Management Llc | 87 | Nieuw | $3,326 | 0.0% | New | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 45 | 0.0% | $1,712 | 0.0% | Held | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 45 | 0.0% | $1,712 | 0.0% | Held | 4 | SEC ↗ |
| 47 | Simplex Trading, Llc | 22 | Nieuw | $838 | 0.0% | New | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 3 | -97.9% | $114 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $1.17M | 0.0% |
| Raymond James Financial Inc | $220,324 | 0.0% |
| Raymond James Financial Inc | $220,324 | 0.0% |
| Allspring Global Investments… | $85,783 | 0.0% |
| Lazard Asset Management Llc | $3,326 | 0.0% |
| Simplex Trading, Llc | $838 | 0.0% |
Verlaten
| Citadel Advisors | $604,767 | 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.
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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