WDIV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.3% ·
aandelenstroom +7.0% ·
netto nieuwe posities -3.4%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | 0 | 778.71K | $62.24M | +1 | −1 |
| Q1 2026 | 34 | +4 | 754.82K | $58.23M | +6 | −2 |
| Q4 2025 | 29 | -1 | 745.83K | $56.29M | n/a | −1 |
| Q3 2025 | 6 | +1 | 125.97K | $9.16M | +1 | n/a |
| Q2 2025 | 3 | 0 | 30.45K | $2.15M | +1 | −1 |
| Q1 2025 | 1 | +1 | 10.24K | $666,723 | +1 | n/a |
| Q2 2024 | 1 | n/a | 38.36K | $2.27M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 128.83K | n/a | $9.72M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 109.70K | +19.6% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Corient Private Wealth LP | 101.85K | n/a | $7.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 92.83K | n/a | $7.00M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | State Street Global Advisors ✦ (passief) | 63.60K | +119.3% | $4.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 39.05K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 34.15K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Mariner, LLC | 32.29K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 30.69K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wealth Enhancement Advisory… | 21.03K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 19.70K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 17.28K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 14.62K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citigroup Inc | 12.03K | n/a | $907,342 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 5.65K | n/a | $426,143 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 4.62K | n/a | $348,485 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 3.78K | n/a | $285,423 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 3.47K | n/a | $261,798 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 3.33K | n/a | $251,646 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 3.04K | n/a | $229,583 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 1.53K | n/a | $115,478 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 965 | n/a | $73,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 905 | +4.6% | $68,301 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passief) | 590 | 0.0% | $44,513 | 0.0% | Held | 3 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 144 | n/a | $10,849 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 84 | -50.6% | $6,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 56 | n/a | $4,225 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 1 | n/a | $75 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 1 | n/a | $49 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $263,157 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 84 houders, 1.36M aandelen, $104.17M 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.