TDVG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom +0.5% ·
netto nieuwe posities +10.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +3 | 11.58M | $567.34M | +3 | n/a |
| Q1 2026 | 28 | -3 | 11.53M | $514.19M | n/a | −3 |
| Q4 2025 | 31 | 0 | 11.05M | $497.23M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.99M | $87.36M | n/a | n/a |
| Q2 2025 | 3 | +1 | 1.88M | $79.85M | +1 | n/a |
| Q1 2025 | 1 | 0 | 1.53M | $61.61M | n/a | n/a |
| Q4 2024 | 1 | -1 | 1.53M | $60.38M | n/a | −1 |
| Q3 2024 | 2 | +1 | 1.16M | $47.56M | +1 | n/a |
| Q2 2024 | 1 | n/a | 650.00K | $25.03M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | National Pension Service | 2.76M | 0.0% | $135.45M | 0.1% | Held | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.54M | +0.6% | $124.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Northwestern Mutual Wealth… | 1.59M | -4.0% | $77.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 1.53M | +0.2% | $74.89M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 570.41K | +18.5% | $27.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 452.96K | -1.8% | $22.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 405.01K | -1.3% | $19.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 362.70K | +17.4% | $17.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 309.69K | -4.5% | $15.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | LPL Financial LLC | 301.68K | +76.5% | $14.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 263.94K | -2.2% | $12.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 236.35K | -1.0% | $11.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 45.31K | +49.0% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 35.28K | +12.0% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 23.49K | -57.2% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mariner, LLC | 21.93K | -83.1% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 21.11K | -65.8% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 17.98K | -2.2% | $881,690 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Blair William & Co/Il | 16.29K | +90.1% | $798,819 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 12.32K | +416.5% | $604,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | JPMorgan Chase ✦ | 10.39K | -0.3% | $505,425 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 10.12K | Nieuw | $496,429 | 0.0% | New | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 10.08K | +0.3% | $494,321 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 7.45K | +8.0% | $365,365 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 6.71K | -3.8% | $328,736 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 4.86K | Nieuw | $238,086 | 0.0% | New | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 4.26K | Nieuw | $208,868 | 0.0% | New | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 3.74K | +50.4% | $183,357 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 29 | Bank Of Montreal /Can/ | 2.65K | -64.9% | $129,979 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Assetmark, Inc | 147 | 0.0% | $7,207 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $496,429 | 0.0% |
| Mercer Global Advisors Inc… | $238,086 | 0.0% |
| Susquehanna International… | $208,868 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 128 houders, 18.87M aandelen, $758.75M 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.