Effectdossier · gearchiveerd kwartaal
DBC
naam in afwachting van profielverwerking
53Gevolgde houders
-2Δ houders
15.88MGehouden aandelen
$431.64MGerapporteerde waarde
+3Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.6% ·
aandelenstroom -1.4% ·
netto nieuwe posities -5.7%
— formule
Brede distributie — dalende aandelen en minder houders
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 | 53 | -2 | 15.88M | $431.64M | +3 | −6 |
| Q1 2026 | 57 | +5 | 16.14M | $467.35M | +6 | −1 |
| Q4 2025 | 52 | 0 | 16.00M | $357.75M | — | — |
| Q3 2025 | 4 | 0 | 1.72M | $38.65M | — | — |
| Q2 2025 | 1 | 0 | 64.12K | $1.40M | — | — |
| Q1 2025 | 1 | 0 | 48.19K | $1.08M | — | — |
| Q4 2024 | 1 | 0 | 42.24K | $903,006 | — | — |
| Q3 2024 | 1 | 0 | 28.63K | $637,501 | — | — |
| Q2 2024 | 1 | — | 52.71K | $1.22M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.56M | -8.8% | $94.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 3.06M | -10.5% | $81.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 1.65M | +4.1% | $43.90M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 4 | LPL Financial LLC | 1.42M | +124.8% | $37.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Deutsche Bank Ag\ | 799.27K | -0.6% | $21.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 6 | Manufacturers Life Insurance… | 212.83K | +48.4% | $14.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Man Group plc | 469.04K | -15.2% | $12.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Victory Capital Management Inc | 439.10K | 0.0% | $11.71M | 0.0% | Held | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 428.21K | +5292.4% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 402.14K | +196.1% | $10.68M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 11 | Envestnet Asset Management Inc | 398.52K | -26.4% | $10.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 315.20K | +29.1% | $8.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 13 | Cetera Investment Advisers | 252.26K | +0.5% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 228.49K | +596.7% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Jane Street Group, Llc | 182.17K | -66.2% | $4.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Creative Planning | 180.48K | -22.8% | $4.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 141.49K | -3.7% | $3.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Raymond James Financial Inc | 132.74K | +64.3% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Lido Advisors, LLC | 131.99K | -4.2% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 130.54K | -6.8% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 21 | Osaic Holdings, Inc. | 108.74K | +103.1% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Ameriprise Financial Inc | 107.47K | -62.3% | $2.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Neuberger Berman Group LLC | 103.90K | -15.0% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 90.68K | -7.4% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 85.66K | -8.6% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 83.53K | +11.3% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | CIBC Bancorp USA Inc. | 69.75K | Nieuw | $1.86M | 0.0% | New | 1 | SEC ↗ ×2 |
| 28 | Stifel Financial Corp | 69.74K | +2.0% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Bnp Paribas Financial Markets | 68.19K | +760.1% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Toronto Dominion Bank | 67.09K | Nieuw | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 31 | Mackenzie Financial Corp | 61.95K | +3.6% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cibc World Market Inc. | 61.85K | Nieuw | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 41.15K | +7.8% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 36.85K | 0.0% | $982,481 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 34.11K | 0.0% | $909,383 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Mariner, LLC | 31.48K | -24.7% | $839,250 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Truist Financial Corp | 29.80K | -12.0% | $794,391 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 38 | Goldman Sachs Group ✦ | 24.61K | -95.4% | $656,023 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Blair William & Co/Il | 20.96K | 0.0% | $558,842 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 18.70K | -51.2% | $498,595 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | First Manhattan Co. Llc. | 18.61K | 0.0% | $496,063 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Brown Advisory Inc | 16.02K | 0.0% | $427,093 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Focus Partners Wealth | 14.87K | -4.6% | $396,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 13.88K | 0.0% | $381,962 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Barclays Plc | 13.27K | -8.1% | $353,725 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Us Bancorp \De\ | 12.93K | -75.3% | $344,634 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | Citigroup Inc | 12.60K | 0.0% | $335,916 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 12.35K | 0.0% | $329,172 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 49 | Pnc Financial Services Group, Inc. | 9.50K | -52.9% | $253,316 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | Jones Financial Companies Lllp | 4.62K | +293.3% | $122,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | TD Waterhouse Canada Inc. | 750 | 0.0% | $19,838 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Daiwa Securities Group Inc. | 200 | 0.0% | $5,332 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Assetmark, Inc | 3 | 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
| CIBC Bancorp USA Inc. | $1.86M | 0.0% |
| Toronto Dominion Bank | $1.79M | 0.0% |
| Cibc World Market Inc. | $1.65M | 0.0% |
Verlaten
| Corient Private Wealth LP | $6.84M | was 0.0% |
| Point72 Asset Management | $1.59M | was 0.0% |
| HighTower Advisors, LLC | $1.16M | was 0.0% |
| Captrust Financial Advisors | $260,121 | was 0.0% |
| Hrt Financial Lp | $216,000 | was 0.0% |
| Group One Trading Llc | $124,601 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 217 houders, 22.60M aandelen, $648.39M 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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