WDIV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.3% ·
aandelenstroom +0.7% ·
netto nieuwe posities +11.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 130.71K | +1.5% | $10.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 118.63K | +8.1% | $9.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 88.47K | -4.7% | $6.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passief) | 87.60K | +37.7% | $6.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Corient Private Wealth LP | 50.95K | -50.0% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 41.66K | +22.0% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 38.69K | -0.9% | $2.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 30.76K | +0.2% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Mariner, LLC | 30.13K | -6.7% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Captrust Financial Advisors | 19.68K | -0.1% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 19.37K | Nieuw | $1.49M | 0.0% | New | 1 | SEC ↗ |
| 12 | Citigroup Inc | 15.90K | +32.2% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 15.17K | -12.2% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 13.72K | -6.2% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 12.53K | Nieuw | $966,949 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 10.04K | -52.2% | $775,799 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 5.68K | +23.1% | $438,609 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 5.16K | -8.7% | $397,974 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | CIBC Bancorp USA Inc. | 4.00K | n/a | $308,532 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 3.07K | -18.9% | $236,690 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 3.02K | -0.8% | $232,923 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 2.62K | Nieuw | $202,215 | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Barclays Plc | 1.88K | Nieuw | $145,046 | 0.0% | New | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 1.62K | +5.9% | $122,725 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cwm, Llc | 965 | 0.0% | $74,452 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 905 | 0.0% | $69,845 | 0.0% | Held | 4 | SEC ↗ |
| 27 | Fifth Third Bancorp | 800 | Nieuw | $61,722 | 0.0% | New | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passief) | 590 | 0.0% | $45,520 | 0.0% | Held | 4 | SEC ↗ |
| 29 | Blair William & Co/Il | 200 | Nieuw | $15,430 | 0.0% | New | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 144 | 0.0% | $11,076 | 0.0% | Held | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 84 | 0.0% | $6,343 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 56 | 0.0% | $4,321 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 1 | 0.0% | $77 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 0 | -100.0% | $8 | 0.0% | ▼ Trim | 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 | $1.49M | 0.0% |
| AQR Capital Management | $966,949 | 0.0% |
| Stifel Financial Corp | $202,215 | 0.0% |
| Barclays Plc | $145,046 | 0.0% |
| Fifth Third Bancorp | $61,722 | 0.0% |
| Blair William & Co/Il | $15,430 | 0.0% |
Verlaten
| Susquehanna International… | $261,798 | was 0.0% |
| Mml Investors Services, Llc | $251,646 | 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.