DBAW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.5% ·
aandelenstroom 0.0% ·
netto nieuwe posities +9.5%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 609.93K | -0.7% | $26.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 609.93K | -0.7% | $26.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 581.55K | 0.0% | $24.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 581.55K | 0.0% | $24.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 552.41K | -0.8% | $23.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 325.71K | +6.7% | $13.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 325.71K | +6.7% | $13.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 307.16K | -19.2% | $13.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 307.16K | -19.2% | $13.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 82.14K | Nieuw | $3.51M | 0.0% | New | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 50.03K | +4.8% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 41.77K | -11.0% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 35.14K | -17.7% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 30.41K | +22.4% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cwm, Llc | 28.77K | +0.5% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 20.27K | -7.2% | $865,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 20.27K | -7.2% | $865,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 16.74K | +152.4% | $714,810 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 16.74K | +152.4% | $714,810 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 11.34K | -73.5% | $483,950 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 10.31K | 0.0% | $440,191 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Lido Advisors, LLC | 7.30K | Nieuw | $311,647 | 0.0% | New | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 5.23K | +2.7% | $223,274 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 2.88K | 0.0% | $122,951 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1.76K | — | $75,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 1.76K | — | $75,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 778 | Nieuw | $33,214 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 334 | -65.5% | $14,266 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $3.51M | 0.0% |
| Lido Advisors, LLC | $311,647 | 0.0% |
| Fifth Third Bancorp | $33,214 | 0.0% |
Verlaten
| Pnc Financial Services Group… | $127,385 | 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.