DBEM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.8% ·
aandelenstroom +8.3% ·
netto nieuwe posities +10.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 332.59K | +38.0% | $11.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 332.59K | +38.0% | $11.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 203.88K | -5.6% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 141.11K | -8.9% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 118.30K | +42.3% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 118.30K | +42.3% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 80.81K | -6.8% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 80.81K | -6.8% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 44.98K | +100.8% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 44.98K | +100.8% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 35.79K | +8.1% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 35.79K | +8.1% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 24.61K | +72.2% | $839,753 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 9.73K | Nieuw | $332,004 | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 9.62K | -3.9% | $328,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mariner, LLC | 8.65K | +2.5% | $295,350 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Deutsche Bank Ag\ | 7.50K | Nieuw | $255,975 | 0.0% | New | 1 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 6.31K | -14.6% | $214,700 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 4.56K | 0.0% | $156,000 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 1.05K | Nieuw | $36,002 | 0.0% | New | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 677 | 0.0% | $23,103 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 436 | 0.0% | $14,525 | 0.0% | Held | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 175 | Nieuw | $5,774 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 127 | 0.0% | $4,334 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Truist Financial Corp | $332,004 | 0.0% |
| Deutsche Bank Ag\ | $255,975 | 0.0% |
| Fifth Third Bancorp | $36,002 | 0.0% |
| JPMorgan Chase | $5,774 | 0.0% |
Verlaten
| Cerity Partners LLC | $1.59M | was 0.0% |
| Jane Street Group, Llc | $598,083 | 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.