DAUG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -7.6% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -2 | 1.25M | $58.34M | — | −2 |
| Q1 2026 | 19 | 0 | 1.25M | $54.26M | +2 | −2 |
| Q4 2025 | 19 | 0 | 1.35M | $59.82M | +1 | −1 |
| Q3 2025 | 3 | +2 | 33.43K | $1.46M | +2 | — |
| Q1 2025 | 1 | +1 | 20.54K | $796,937 | +1 | — |
| Q2 2024 | 1 | — | 21.59K | $817,030 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 369.89K | -4.0% | $16.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 154.13K | +7.2% | $6.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 138.69K | +1.0% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 131.27K | +11.1% | $5.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 111.36K | -52.2% | $4.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 111.36K | -52.2% | $4.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cwm, Llc | 107.38K | -3.5% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mariner, LLC | 62.59K | +0.6% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 36.59K | +83.5% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 32.56K | +13.1% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 31.69K | -3.9% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 31.69K | -3.9% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 21.54K | -3.1% | $938,121 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 17.84K | Nieuw | $777,151 | 0.0% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 16.23K | -7.2% | $706,892 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 8.59K | -0.4% | $373,898 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Barclays Plc | 2.30K | +89.8% | $100,345 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.54K | -92.3% | $66,208 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 1.54K | -92.3% | $66,208 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 1.26K | Nieuw | $55,007 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 350 | 0.0% | $15,243 | 0.0% | Held | 2 | SEC ↗ |
| 22 | UBS Group AG | 39 | -92.3% | $1,699 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $777,151 | 0.0% |
| Fifth Third Bancorp | $55,007 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $213,226 | was 0.0% |
| Royal Bank Of Canada | $49,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 110 houders, 3.20M aandelen, $132.64M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.