SHYD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.2% ·
aandelenstroom +3.7% ·
netto nieuwe posities +3.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 18.90K | $415,739 | n/a | n/a |
| Q2 2026 | 31 | 0 | 7.98M | $182.64M | n/a | n/a |
| Q1 2026 | 32 | +1 | 7.54M | $170.77M | +2 | −1 |
| Q4 2025 | 30 | +2 | 7.22M | $165.51M | +2 | n/a |
| Q3 2025 | 4 | 0 | 1.02M | $23.32M | n/a | n/a |
| Q2 2025 | 2 | n/a | 179 | $4,044 | n/a | n/a |
| Q4 2024 | 1 | 0 | 49.18K | $1.11M | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.74K | $221,338 | n/a | n/a |
| Q2 2024 | 1 | n/a | 14.24K | $318,459 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.60M | +7.5% | $36.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Mercer Global Advisors Inc /Adv | 1.54M | -16.0% | $34.91M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 959.33K | +13.9% | $21.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 773.52K | -0.4% | $17.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 599.97K | +78.9% | $13.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 280.23K | -1.8% | $6.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 266.62K | +49.9% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 205.99K | +14.3% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 195.36K | +5.3% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 184.12K | +27.3% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 169.97K | -25.1% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 133.61K | -3.0% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 127.99K | +2.2% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Osaic Holdings, Inc. | 95.61K | +17.9% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Jones Financial Companies Lllp | 85.54K | -5.5% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | CIBC Bancorp USA Inc. | 44.02K | n/a | $997,425 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 43.08K | +1.9% | $976,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 28.04K | -8.2% | $635,318 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 26.83K | +17.4% | $607,945 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 26.00K | +167.2% | $589,115 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 25.77K | +0.1% | $583,939 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 20.80K | -50.7% | $470,936 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 19.12K | +114.5% | $432,495 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 18.97K | -16.1% | $429,904 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 18.56K | Nieuw | $420,592 | 0.0% | New | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 13.51K | +13.3% | $306,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jane Street Group, Llc | 12.53K | Nieuw | $283,862 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mariner, LLC | 11.82K | +31.3% | $267,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 8.70K | +21.2% | $197,154 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Assetmark, Inc | 1.35K | +4.8% | $30,636 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cwm, Llc | 1.35K | -66.7% | $30,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | BlackRock ✦ (passief) | 1.13K | -2.2% | $25,538 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $420,592 | 0.0% |
| Jane Street Group, Llc | $283,862 | 0.0% |
Verlaten
| Goldman Sachs Group | $1.79M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 144 houders, 11.11M aandelen, $250.43M 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.