UDIV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom -5.8% ·
netto nieuwe posities +5.6%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | 0 | 1.02M | $61.11M | +2 | −2 |
| Q1 2026 | 18 | +1 | 914.61K | $47.18M | +2 | −1 |
| Q4 2025 | 17 | +2 | 971.05K | $51.61M | +2 | n/a |
| Q3 2025 | 2 | -1 | 36.19K | $1.90M | n/a | −1 |
| Q2 2025 | 2 | 0 | 26.99K | $1.30M | n/a | n/a |
| Q1 2025 | 1 | 0 | 9.69K | $423,744 | n/a | n/a |
| Q4 2024 | 1 | +1 | 25.89K | $1.18M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 402.45K | +59.9% | $20.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Franklin Resources Inc | 250.12K | -44.5% | $12.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 89.01K | +6.7% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 54.36K | +3.7% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 25.88K | -21.3% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 21.96K | +52.5% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | JPMorgan Chase ✦ | 19.38K | +5.8% | $972,682 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 14.91K | -7.4% | $769,872 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 8.70K | -35.0% | $449,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 7.54K | +3.0% | $388,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 7.23K | -11.8% | $373,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 5.87K | Nieuw | $303,148 | 0.0% | New | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 4.17K | 0.0% | $215,244 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.52K | -62.1% | $78,364 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | UBS Group AG | 950 | Nieuw | $49,036 | 0.0% | New | 1 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 400 | 0.0% | $20,648 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 164 | 0.0% | $8,469 | 0.0% | Held | 4 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | n/a | $23 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $303,148 | 0.0% |
| UBS Group AG | $49,036 | 0.0% |
Verlaten
| Mercer Global Advisors Inc… | $705,202 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 36 houders, 1.63M aandelen, $83.97M 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.