TDV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.3% ·
aandelenstroom -1.5% ·
netto nieuwe posities +12.5%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 4.13K | $419,669 | +1 | −1 |
| 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 ✦ | 269.54K | -2.2% | $28.02M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 169.76K | +0.9% | $17.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 141.39K | -6.1% | $14.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 127.45K | -2.7% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 79.51K | -19.4% | $8.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 55.03K | +17.0% | $5.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Royal Bank Of Canada | 49.46K | -1.5% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 42.28K | +8.9% | $4.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 41.08K | -5.3% | $4.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 29.74K | -3.4% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Mirae Asset Global Investments Co.… | 22.50K | -8.2% | $2.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 8.09K | +8.5% | $841,468 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 6.66K | -3.3% | $692,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 5.86K | Nieuw | $609,217 | 0.0% | New | 1 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 5.70K | -28.8% | $592,583 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 4.98K | Nieuw | $518,147 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 3.72K | +8.1% | $387,150 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 3.00K | +7997.3% | $304,446 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Lido Advisors, LLC | 1.98K | Nieuw | $205,403 | 0.0% | New | 1 | SEC ↗ ×2 |
| 20 | Northwestern Mutual Wealth… | 614 | +9.4% | $63,833 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passief) | 180 | Nieuw | $18,713 | 0.0% | New | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 150 | 0.0% | $15,540 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 147 | 0.0% | $15,282 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 0 | Nieuw | $3 | 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
| Citadel Advisors | $609,217 | 0.0% |
| Susquehanna International… | $518,147 | 0.0% |
| Lido Advisors, LLC | $205,403 | 0.0% |
| BlackRock | $18,713 | 0.0% |
| Pnc Financial Services Group… | $3 | 0.0% |
Verlaten
| Citigroup Inc | $10,626 | was 0.0% |
| Us Bancorp \De\ | $3,304 | 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.