SDHY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.0% ·
aandelenstroom -4.6% ·
netto nieuwe posities -11.1%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.38M | -0.9% | $22.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Focus Partners Wealth | 809.34K | +0.1% | $12.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Allspring Global Investments… | 615.49K | +0.2% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 593.59K | +0.4% | $9.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 542.95K | -0.7% | $8.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Invesco Ltd. | 291.34K | -1.3% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 233.31K | +11.1% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 201.33K | +24.6% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 162.57K | -58.4% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 124.97K | +5.5% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 35.87K | -1.6% | $574,637 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 26.61K | +60.8% | $426,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 21.67K | -9.9% | $347,099 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Balyasny Asset Management L.P. | 13.39K | +9.6% | $214,572 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 12.30K | -5.0% | $197,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 832 | Nieuw | $13,333 | 0.0% | New | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passief) | 95 | Nieuw | $1,521 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cwm, Llc | 78 | 0.0% | $1,250 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fifth Third Bancorp | $13,333 | 0.0% |
| BlackRock | $1,521 | 0.0% |
Verlaten
| Susquehanna International… | $377,314 | was 0.0% |
| Commonwealth Equity Services… | $338,080 | was 0.0% |
| Mariner, LLC | $305,312 | was 0.0% |
| Jane Street Group, Llc | $254,695 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 58 houders, 11.02M aandelen, $154.55M 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.