DBEM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +7.2% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 374.04K | +12.5% | $15.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 374.04K | +12.5% | $15.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 219.70K | +7.8% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 151.70K | +7.5% | $6.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 151.70K | +7.5% | $6.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 95.46K | -19.3% | $3.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 95.46K | -19.3% | $3.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 77.96K | -3.5% | $3.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 70.01K | +55.6% | $2.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 70.01K | +55.6% | $2.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Raymond James Financial Inc | 35.71K | -0.2% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 35.71K | -0.2% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 25.41K | +3.3% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 13.66K | Nieuw | $560,934 | 0.0% | New | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 11.50K | +18.2% | $472,141 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 11.41K | +18.6% | $468,675 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 7.17K | +13.7% | $294,606 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Deutsche Bank Ag\ | 5.00K | -33.3% | $205,350 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 4.57K | +0.2% | $188,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 1.05K | -0.1% | $43,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 677 | 0.0% | $27,804 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 225 | -48.4% | $9,090 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 175 | 0.0% | $7,054 | 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
| Citadel Advisors | $560,934 | 0.0% |
Verlaten
| Mariner, LLC | $295,350 | 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.