Effectdossier · gearchiveerd kwartaal
SDIV
naam in afwachting van profielverwerking
39Gevolgde houders
+6Δ houders
4.55MGehouden aandelen
$114.80MGerapporteerde waarde
+6Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.2% ·
aandelenstroom +10.4% ·
netto nieuwe posities +15.4%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.07M | +4.7% | $26.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 533.79K | +6.8% | $13.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 506.83K | -34.6% | $12.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Osaic Holdings, Inc. | 411.00K | +105.6% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 257.11K | +53.1% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Jane Street Group, Llc | 252.41K | Nieuw | $6.38M | 0.0% | New | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 215.34K | -12.3% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 170.30K | -11.1% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 155.79K | +30.2% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Jones Financial Companies Lllp | 116.09K | +36.0% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 109.37K | +24.8% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wealthfront Advisers LLC | 95.79K | +63.9% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 93.98K | +99.4% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | JPMorgan Chase ✦ | 75.77K | -12.9% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 55.20K | +2.7% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 48.97K | Nieuw | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 17 | Sei Investments Co | 44.70K | -27.3% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 39.87K | -9.8% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 37.53K | -6.5% | $948,070 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 37.06K | -57.5% | $939,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 36.88K | +9.1% | $932,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 22 | Northwestern Mutual Wealth… | 35.68K | +4.7% | $901,218 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 22.80K | +25.9% | $575,875 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 22.50K | Nieuw | $568,375 | 0.0% | New | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 19.88K | -79.4% | $502,144 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 19.50K | +30.0% | $476,970 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 18.45K | +24.9% | $466,123 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 17.41K | +0.3% | $439,730 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 8.98K | -8.0% | $226,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mirae Asset Global Investments Co.… | 6.20K | Nieuw | $156,612 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 4.89K | +84.6% | $123,626 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Fifth Third Bancorp | 4.48K | Nieuw | $113,064 | 0.0% | New | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 3.83K | 0.0% | $96,822 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Cwm, Llc | 2.55K | -3.3% | $64,506 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.22K | +102.5% | $30,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 443 | 0.0% | $11,190 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Citigroup Inc | 400 | 0.0% | $10,104 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Group One Trading Llc | 300 | Nieuw | $7,578 | 0.0% | New | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 192 | +166.7% | $4,850 | 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
| Jane Street Group, Llc | $6.38M | 0.0% |
| Citadel Advisors | $1.24M | 0.0% |
| AQR Capital Management | $568,375 | 0.0% |
| Mirae Asset Global… | $156,612 | 0.0% |
| Fifth Third Bancorp | $113,064 | 0.0% |
| Group One Trading Llc | $7,578 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
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.
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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