DBEM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.6% ·
aandelenstroom -0.3% ·
netto nieuwe posities -5.9%
— formule
Brede distributie — dalende aandelen en 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 | 18 | 0 | 1.11M | $45.40M | +1 | −1 |
| Q1 2026 | 19 | +2 | 1.03M | $35.18M | +4 | −2 |
| Q4 2025 | 17 | -1 | 951.70K | $30.30M | — | −1 |
| Q3 2025 | 2 | -1 | 25.05K | $772,976 | — | −1 |
| Q2 2025 | 1 | -1 | 16 | $437 | — | −1 |
| Q1 2025 | 1 | 0 | 81.64K | $2.09M | — | — |
| Q4 2024 | 1 | 0 | 81.32K | $2.02M | — | — |
| Q3 2024 | 1 | 0 | 94.43K | $2.49M | — | — |
| Q2 2024 | 1 | — | 78.67K | $1.95M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 241.00K | — | $7.67M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 241.00K | — | $7.67M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 215.97K | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 154.88K | — | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 86.68K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 83.12K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 83.12K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 49.83K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 33.11K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 33.11K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 22.39K | -10.4% | $713,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 22.39K | -10.4% | $713,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 18.78K | — | $598,083 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 14.29K | — | $454,898 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 10.01K | — | $318,803 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 8.45K | — | $268,885 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 7.39K | — | $234,876 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 4.56K | — | $145,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 677 | — | $21,556 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 436 | — | $13,882 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 127 | — | $4,000 | 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
| JPMorgan Chase | $1,744 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 38 houders, 1.54M aandelen, $51.91M 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.