SDIV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.7% ·
aandelenstroom -1.9% ·
netto nieuwe posities -6.1%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 86.83K | $2.07M | n/a | n/a |
| Q2 2026 | 37 | 0 | 4.73M | $115.59M | +5 | −6 |
| Q1 2026 | 39 | +6 | 4.55M | $114.80M | +6 | n/a |
| Q4 2025 | 33 | -2 | 4.12M | $99.07M | n/a | −2 |
| Q3 2025 | 5 | +1 | 942.53K | $22.60M | +1 | n/a |
| Q2 2025 | 2 | +1 | 28.57K | $644,286 | +1 | n/a |
| Q4 2024 | 1 | 0 | 32.40K | $668,088 | n/a | n/a |
| Q3 2024 | 1 | -1 | 37.17K | $875,005 | n/a | −1 |
| Q2 2024 | 2 | n/a | 63.00K | $1.39M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.02M | n/a | $24.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 775.13K | +12.5% | $18.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 499.86K | n/a | $12.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 245.48K | n/a | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 199.87K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 191.51K | n/a | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 167.99K | n/a | $4.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 119.68K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 96.44K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 87.22K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 87.67K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 87.01K | -47.9% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Jones Financial Companies Lllp | 85.37K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Sei Investments Co | 61.49K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealthfront Advisers LLC | 58.45K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 53.77K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 47.13K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 44.22K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 40.16K | n/a | $965,010 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 34.06K | n/a | $818,565 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 33.81K | n/a | $813,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Stifel Financial Corp | 18.10K | n/a | $435,055 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 17.35K | n/a | $416,991 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 14.78K | n/a | $355,115 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 15.00K | n/a | $349,950 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 9.77K | n/a | $234,701 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 3.83K | n/a | $92,107 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 2.65K | +52.3% | $63,706 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cwm, Llc | 2.64K | n/a | $63,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 604 | n/a | $14,534 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 443 | n/a | $10,645 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citigroup Inc | 400 | n/a | $9,612 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 72 | n/a | $1,730 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Renaissance Technologies | $1.48M | was 0.0% |
| D. E. Shaw & Co. | $552,379 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 117 houders, 6.80M aandelen, $163.04M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.