DBAW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom +1.3% ·
netto nieuwe posities -5.3%
— 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 | 22 | +2 | 2.72M | $131.67M | +3 | −1 |
| Q1 2026 | 21 | +2 | 2.72M | $116.17M | +3 | −1 |
| Q4 2025 | 19 | -1 | 2.72M | $112.22M | — | −1 |
| Q3 2025 | 3 | 0 | 271.24K | $10.69M | — | — |
| Q2 2025 | 2 | +1 | 34.56K | $1.27M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 614.34K | — | $25.33M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 614.34K | — | $25.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 581.47K | — | $23.97M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 581.47K | — | $23.97M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 556.69K | — | $22.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 380.32K | — | $15.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 380.32K | — | $15.66M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 305.36K | +19.4% | $12.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 305.36K | +19.4% | $12.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 47.73K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 46.93K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 42.71K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 42.70K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 28.62K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 24.85K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 21.85K | — | $900,890 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 10.31K | — | $425,070 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 6.63K | — | $273,497 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 5.09K | — | $209,915 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 3.09K | — | $127,385 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 2.88K | — | $118,728 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 967 | 0.0% | $39,853 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 0 | — | $7 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $568,113 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 43 houders, 3.47M aandelen, $148.24M 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.