TDV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -6.1% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 4.29K | $434,775 | +1 | n/a |
| Q2 2026 | 24 | +3 | 1.07M | $111.11M | +5 | −2 |
| Q1 2026 | 22 | 0 | 1.09M | $91.98M | +2 | −2 |
| Q4 2025 | 22 | +1 | 1.16M | $100.13M | +1 | n/a |
| Q3 2025 | 3 | 0 | 316.93K | $27.42M | n/a | n/a |
| Q2 2025 | 1 | -1 | 3.58K | $297,531 | n/a | −1 |
| Q1 2025 | 1 | +1 | 7.18K | $523,136 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 275.51K | -1.1% | $23.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 168.25K | -7.1% | $14.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 150.58K | -4.4% | $12.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 130.99K | -11.0% | $11.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 98.64K | +4.3% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 50.22K | -16.3% | $4.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 47.02K | +24.1% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 43.38K | -7.5% | $3.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 38.84K | +4.7% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 30.80K | -17.3% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Mirae Asset Global Investments Co.… | 24.50K | -47.3% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 8.00K | +31.1% | $677,670 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 7.46K | -12.9% | $631,929 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 6.88K | +1.2% | $583,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 3.45K | +4.8% | $291,912 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 561 | +0.4% | $47,522 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cwm, Llc | 221 | Nieuw | $18,721 | 0.0% | New | 1 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 150 | 0.0% | $12,692 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 147 | -68.5% | $12,452 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citigroup Inc | 125 | 0.0% | $10,626 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 39 | 0.0% | $3,304 | 0.0% | Held | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 37 | Nieuw | $3,033 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Cwm, Llc | $18,721 | 0.0% |
| JPMorgan Chase | $3,033 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $253,342 | was 0.0% |
| Susquehanna International… | $236,102 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 1.75M aandelen, $142.57M 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.