Effectdossier · gearchiveerd kwartaal
LDUR
naam in afwachting van profielverwerking
38Gevolgde houders
-1Δ houders
7.21MGehouden aandelen
$690.32MGerapporteerde waarde
+2Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.6% ·
aandelenstroom +16.6% ·
netto nieuwe posities -2.6%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 210.68K | $19.83M | n/a | −1 |
| Q2 2026 | 37 | +1 | 6.20M | $592.89M | +2 | −2 |
| Q1 2026 | 38 | -1 | 7.21M | $690.32M | +2 | −3 |
| Q4 2025 | 39 | +3 | 6.18M | $592.88M | +3 | n/a |
| Q3 2025 | 2 | -1 | 862.60K | $82.93M | n/a | −1 |
| Q2 2025 | 1 | -1 | 26.29K | $2.52M | n/a | −1 |
| Q1 2025 | 2 | 0 | 87.14K | $8.36M | n/a | n/a |
| Q4 2024 | 2 | +1 | 11.83K | $1.12M | +1 | n/a |
| Q3 2024 | 1 | -1 | 22.06K | $2.12M | n/a | −1 |
| Q2 2024 | 2 | n/a | 118.03K | $11.17M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 1.93M | +5.7% | $184.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.01M | +69.9% | $97.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cwm, Llc | 891.77K | -5.1% | $85.45M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 516.32K | -5.0% | $49.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 423.80K | +3.8% | $40.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 412.23K | +115.3% | $39.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 394.31K | +16.9% | $37.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 284.61K | +2.2% | $27.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Brown Advisory Inc | 166.27K | +359.6% | $15.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 163.22K | +4.3% | $15.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 158.56K | +482.3% | $15.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 136.28K | -2.5% | $13.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mariner, LLC | 114.23K | +660.2% | $10.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | UBS Group AG | 109.16K | -8.7% | $10.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 105.70K | -45.2% | $10.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 68.26K | +22.8% | $6.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 54.77K | +28.2% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 54.01K | +13.4% | $5.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Commonwealth Equity Services, Llc | 37.00K | -11.4% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Captrust Financial Advisors | 26.30K | -3.3% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 24.38K | +16.5% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 20.10K | Nieuw | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 17.32K | +48.8% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Bank of New York Mellon Corp | 16.33K | +284.1% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Susquehanna International Group, Llp | 14.04K | +90.3% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 12.94K | -9.1% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 10.89K | +14.8% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Corient Private Wealth LP | 8.37K | -50.6% | $801,599 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 6.67K | Nieuw | $638,928 | 0.0% | New | 1 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 4.42K | +1.3% | $421,368 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 4.36K | -12.4% | $417,721 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 3.64K | +58.4% | $348,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Citigroup Inc | 2.34K | +10.4% | $224,410 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 1.18K | +1.9% | $112,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 839 | +122.0% | $80,484 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 500 | 0.0% | $47,865 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 415 | 0.0% | $39,765 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Allianz Asset Management GmbH | 55 | +1.9% | $5,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Cerity Partners LLC | $1.93M | 0.0% |
| Fifth Third Bancorp | $638,928 | 0.0% |
Verlaten
| Citadel Advisors | $2.94M | was 0.0% |
| Goldman Sachs Group | $1.36M | was 0.0% |
| Jane Street Group, Llc | $1.28M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 189 houders, 11.91M aandelen, $1.13B 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 het vaakst nog meer 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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