DBL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +1.9% ·
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 | 3.19M | $45.80M | +3 | −1 |
| Q1 2026 | 20 | +1 | 3.13M | $45.63M | +2 | −1 |
| Q4 2025 | 19 | 0 | 3.38M | $51.52M | — | — |
| Q3 2025 | 1 | — | 546.91K | $8.52M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 580.22K | +1.9% | $8.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 580.22K | +1.9% | $8.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 530.78K | -5.7% | $7.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 530.78K | -5.7% | $7.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Royal Bank Of Canada | 439.90K | +17.1% | $6.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 350.37K | +12.2% | $5.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 263.52K | -4.1% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 263.52K | -4.1% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 234.71K | +1.7% | $3.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 162.44K | +2.6% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 133.78K | -23.7% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 125.31K | -7.7% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 125.31K | -7.7% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 106.77K | +238.1% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 91.19K | -37.5% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 59.29K | +29.9% | $852,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 25.75K | +30.4% | $370,285 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 15.96K | -3.9% | $229,500 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 13.55K | -47.8% | $194,862 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 12.70K | Nieuw | $182,669 | 0.0% | New | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 11.46K | +6.2% | $164,852 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Nomura Holdings Inc | 10.00K | Nieuw | $143,800 | 0.0% | New | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 7.07K | -45.5% | $101,631 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 7.07K | -45.5% | $101,631 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | TD Waterhouse Canada Inc. | 5.49K | 0.0% | $78,574 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 3.75K | 0.0% | $53,925 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 1.20K | Nieuw | $17,301 | 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
| Citadel Advisors | $182,669 | 0.0% |
| Nomura Holdings Inc | $143,800 | 0.0% |
| Northwestern Mutual Wealth… | $17,301 | 0.0% |
Verlaten
| Susquehanna International… | $179,449 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 72 houders, 10.49M aandelen, $104.05M 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.