Effectdossier
SDIV
naam in afwachting van profielverwerking
38Gevolgde houders
0Δ houders
4.75MGehouden aandelen
$116.15MGerapporteerde waarde
+5Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +4.5% · netto nieuwe posities 0.0% — formule
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 | 38 | 0 | 4.75M | $116.15M | +5 | −5 |
| Q1 2026 | 39 | +6 | 4.55M | $114.80M | +6 | — |
| Q4 2025 | 33 | -2 | 4.12M | $99.07M | — | −2 |
| Q3 2025 | 5 | +1 | 942.53K | $22.60M | +1 | — |
| Q2 2025 | 2 | +1 | 28.57K | $644,286 | +1 | — |
| Q4 2024 | 1 | 0 | 32.40K | $668,088 | — | — |
| Q3 2024 | 1 | -1 | 37.17K | $875,005 | — | −1 |
| Q2 2024 | 2 | — | 63.00K | $1.39M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.08M | +1.5% | $26.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 585.03K | +15.4% | $14.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 585.03K | +15.4% | $14.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 585.03K | +15.4% | $14.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 551.87K | +3.4% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 551.87K | +3.4% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 415.27K | +1.0% | $10.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 415.27K | +1.0% | $10.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 415.27K | +1.0% | $10.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 392.22K | +52.5% | $9.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 392.22K | +52.5% | $9.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 217.92K | +1.2% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 187.12K | +9.9% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 184.05K | +18.1% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 184.05K | +18.1% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 160.96K | +71.3% | $3.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 160.96K | +71.3% | $3.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 160.96K | +71.3% | $3.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 141.05K | +21.5% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 116.79K | +6.8% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealthfront Advisers LLC | 94.81K | -1.0% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 79.56K | +5.0% | $1.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 79.56K | +5.0% | $1.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 75.90K | Nieuw | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 69.06K | +87.2% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 69.06K | +87.2% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 69.06K | +87.2% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 69.06K | +87.2% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 67.81K | +22.9% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Sei Investments Co | 61.12K | +36.7% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 39.69K | +74.1% | $969,955 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 37.40K | -0.3% | $914,140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 36.49K | -1.5% | $897,638 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 33.75K | -5.4% | $824,959 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 22.80K | -42.8% | $557,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 19.50K | 0.0% | $459,810 | 0.0% | Held | 3 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 13.09K | -41.8% | $319,968 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Focus Partners Wealth | 12.15K | Nieuw | $297,055 | 0.0% | New | 1 | SEC ↗ |
| 39 | Hrt Financial Lp | 12.04K | Nieuw | $294,000 | 0.0% | New | 1 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 11.44K | -34.3% | $279,702 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 8.78K | +79.5% | $214,669 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 8.78K | -55.8% | $214,608 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 5.66K | +26.4% | $138,233 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Us Bancorp \De\ | 3.92K | +2.2% | $95,707 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Allspring Global Investments… | 871 | Nieuw | $21,335 | 0.0% | New | 1 | SEC ↗ |
| 46 | Citigroup Inc | 700 | +75.0% | $17,108 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 618 | -49.5% | $15,116 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 443 | 0.0% | $10,827 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 330 | Nieuw | $8,063 | 0.0% | New | 1 | SEC ↗ |
| 50 | Group One Trading Llc | 300 | 0.0% | $7,332 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Assetmark, Inc | 192 | 0.0% | $4,692 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| D. E. Shaw & Co. | $1.85M | 0.0% |
| Focus Partners Wealth | $297,055 | 0.0% |
| Hrt Financial Lp | $294,000 | 0.0% |
| Allspring Global Investments… | $21,335 | 0.0% |
| Russell Investments Group… | $8,063 | 0.0% |
Verlaten
| Jane Street Group, Llc | $6.38M | was 0.0% |
| Citadel Advisors | $1.24M | was 0.0% |
| Mariner, LLC | $466,123 | was 0.0% |
| Qube Research & Technologies… | $226,961 | was 0.0% |
| Mirae Asset Global… | $156,612 | 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.
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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