DBAW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +0.9% ·
netto nieuwe posities +9.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 602.46K | -1.2% | $29.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 602.46K | -1.2% | $29.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 592.13K | +1.8% | $28.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 592.13K | +1.8% | $28.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 569.47K | +3.1% | $27.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 367.26K | +12.8% | $17.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 367.26K | +12.8% | $17.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 258.26K | -15.9% | $12.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 258.26K | -15.9% | $12.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 68.98K | -16.0% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 53.04K | +6.0% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 52.70K | +26.2% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 34.79K | -1.0% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 30.53K | +0.4% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 20.27K | +21.1% | $982,621 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 20.27K | +21.1% | $982,621 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 20.12K | -0.8% | $975,183 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Lido Advisors, LLC | 12.65K | +73.3% | $613,154 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cerity Partners LLC | 10.31K | 0.0% | $500,055 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 6.61K | Nieuw | $320,313 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 5.01K | -4.2% | $242,897 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 4.78K | +514.4% | $231,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 3.43K | +94.3% | $166,237 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 3.43K | +94.3% | $166,237 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 2.88K | 0.0% | $139,618 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 334 | 0.0% | $16,200 | 0.0% | Held | 5 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 207 | Nieuw | $10,035 | 0.0% | New | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 171 | Nieuw | $8,290 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mercer Global Advisors Inc… | $320,313 | 0.0% |
| Bank Of Montreal /Can/ | $10,035 | 0.0% |
| Assetmark, Inc | $8,290 | 0.0% |
Verlaten
| Jane Street Group, Llc | $483,950 | 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.