Effectdossier · gearchiveerd kwartaal
QDPL
naam in afwachting van profielverwerking
31Gevolgde houders
-3Δ houders
14.70MGehouden aandelen
$662.44MGerapporteerde waarde
+2Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.8% ·
aandelenstroom +1.4% ·
netto nieuwe posities -9.7%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder 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 | 31 | -3 | 14.70M | $662.44M | +2 | −5 |
| Q1 2026 | 35 | +3 | 14.49M | $581.74M | +3 | — |
| Q4 2025 | 32 | -1 | 14.22M | $603.98M | — | −1 |
| Q3 2025 | 6 | +1 | 1.64M | $68.87M | +1 | — |
| Q2 2025 | 2 | -1 | 20.05K | $791,245 | — | −1 |
| Q1 2025 | 1 | 0 | 10.13K | $369,911 | — | — |
| Q4 2024 | 1 | 0 | 44.73K | $1.72M | — | — |
| Q3 2024 | 1 | 0 | 30.25K | $1.15M | — | — |
| Q2 2024 | 1 | — | 7.58K | $278,220 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.46M | +4.2% | $155.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.75M | +5.7% | $123.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.75M | +5.7% | $123.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.62M | +3.3% | $118.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.45M | +12.2% | $65.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.45M | +12.2% | $65.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.45M | +12.2% | $65.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 680.66K | -33.8% | $30.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 680.66K | -33.8% | $30.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 562.15K | +39.4% | $25.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 504.28K | +20.9% | $22.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 496.01K | +87.9% | $22.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 496.01K | +87.9% | $22.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 483.01K | +3.7% | $21.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 456.75K | +6.1% | $20.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 456.75K | +6.1% | $20.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 456.75K | +6.1% | $20.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 371.29K | +1.3% | $16.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 261.02K | -9.0% | $11.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 171.73K | +3.1% | $7.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 101.20K | +3.2% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 79.37K | +19.6% | $3.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 76.30K | +5.4% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 32.08K | +3.4% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 22.90K | +11.7% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 22.50K | 0.0% | $1.01M | 0.0% | Held | 4 | SEC ↗ |
| 27 | Citigroup Inc | 21.31K | -47.2% | $960,283 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passief) | 19.73K | 0.0% | $889,411 | 0.0% | Held | 5 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 17.73K | +14.8% | $798,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 17.73K | +14.8% | $798,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 17.73K | +14.8% | $798,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 17.73K | +14.8% | $798,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 15.48K | +31.6% | $697,684 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 9.86K | +8.4% | $444,480 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Jane Street Group, Llc | 5.71K | -9.3% | $257,440 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 4.24K | -57.5% | $192,455 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 3.82K | +135.9% | $172,328 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $45,070 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Assetmark, Inc | 654 | 0.0% | $29,476 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 480 | Nieuw | $21,461 | 0.0% | New | 1 | SEC ↗ |
| 41 | Simplex Trading, Llc | 61 | Nieuw | $2,749 | 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
| Jones Financial Companies Lllp | $21,461 | 0.0% |
| Simplex Trading, Llc | $2,749 | 0.0% |
Verlaten
| Mariner, LLC | $17.48M | was 0.0% |
| Citadel Advisors | $1.87M | was 0.0% |
| Ameriprise Financial Inc | $217,954 | was 0.0% |
| Deutsche Bank Ag\ | $100,350 | was 0.0% |
| Bank Of Montreal /Can/ | $37,650 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 190 houders, 22.98M aandelen, $883.05M 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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