IDVO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.6% ·
aandelenstroom 0.0% ·
netto nieuwe posities +5.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -1 | 6.25M | $262.59M | +3 | −4 |
| Q1 2026 | 28 | +9 | 5.03M | $203.67M | +9 | — |
| Q4 2025 | 19 | +1 | 3.31M | $126.85M | +1 | — |
| Q3 2025 | 1 | -1 | 3 | $144 | — | −1 |
| Q2 2025 | 1 | +1 | 17.96K | $617,106 | +1 | — |
| Q4 2024 | 1 | 0 | 17.99K | $536,881 | — | — |
| Q3 2024 | 1 | +1 | 12.55K | $386,381 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.36M | — | $52.03M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.36M | — | $52.03M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.36M | — | $52.03M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 457.11K | — | $17.53M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 343.33K | — | $13.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 343.33K | — | $13.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 289.65K | — | $11.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 274.34K | — | $10.52M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 120.90K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 118.45K | — | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 110.55K | — | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 68.41K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 68.41K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 68.41K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 68.41K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 63.64K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 51.47K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 46.84K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 2.15K | — | $82,337 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 800 | — | $31,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 800 | — | $30,680 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 800 | — | $30,680 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 279 | Nieuw | $10,700 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 204 | +6700.0% | $7,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 204 | +6700.0% | $7,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 52 | — | $1,994 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 2 | — | $75 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| JPMorgan Chase | $10,700 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 107 houders, 9.10M aandelen, $334.48M 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.