Effectdossier · gearchiveerd kwartaal
WDIV
naam in afwachting van profielverwerking
33Gevolgde houders
0Δ houders
778.71KGehouden aandelen
$62.24MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +3.3% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| 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 | — | −1 |
| Q3 2025 | 6 | +1 | 125.97K | $9.16M | +1 | — |
| Q2 2025 | 3 | 0 | 30.45K | $2.15M | +1 | −1 |
| Q1 2025 | 1 | +1 | 10.24K | $666,723 | +1 | — |
| Q2 2024 | 1 | — | 38.36K | $2.27M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 130.84K | +0.1% | $10.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 116.22K | +31.4% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 116.22K | +31.4% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 111.61K | -5.9% | $8.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 111.61K | -5.9% | $8.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passief) | 87.60K | 0.0% | $7.00M | 0.0% | Held | 5 | SEC ↗ |
| 7 | Corient Private Wealth LP | 50.95K | 0.0% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 49.33K | +18.4% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 49.33K | +18.4% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 49.33K | +18.4% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 38.09K | -1.6% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 29.43K | -4.3% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 29.43K | -4.3% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 29.43K | -4.3% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mariner, LLC | 29.02K | -3.7% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Citigroup Inc | 25.06K | +57.6% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Captrust Financial Advisors | 19.72K | +0.2% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 15.19K | +0.2% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 13.75K | +0.2% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 12.37K | -1.3% | $988,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 9.75K | -2.9% | $792,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 5.88K | Nieuw | $470,259 | 0.0% | New | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 5.45K | +77.7% | $435,739 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 4.80K | -6.9% | $383,822 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | CIBC Bancorp USA Inc. | 4.00K | 0.0% | $319,552 | 0.0% | Held | 2 | SEC ↗ |
| 26 | UBS Group AG | 3.69K | -35.2% | $294,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 3.69K | -35.2% | $294,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 3.23K | — | $258,293 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 3.01K | -0.4% | $240,363 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 3.01K | -0.4% | $240,363 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 2.64K | +0.8% | $211,117 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 2.64K | +0.8% | $211,117 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Barclays Plc | 1.88K | 0.0% | $150,227 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.83K | +102.4% | $146,383 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.50K | -7.2% | $120,852 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 789 | -1.4% | $63,047 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | BlackRock ✦ (passief) | 590 | 0.0% | $47,146 | 0.0% | Held | 5 | SEC ↗ |
| 38 | Blair William & Co/Il | 200 | 0.0% | $15,982 | 0.0% | Held | 2 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 144 | 0.0% | $11,461 | 0.0% | Held | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 84 | 0.0% | $6,741 | 0.0% | Held | 4 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 56 | 0.0% | $4,475 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 1 | 0.0% | $80 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $470,259 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.49M | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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