DBND
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +0.6% ·
netto nieuwe posities +9.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -8 | 3.28M | $149.43M | — | −8 |
| Q1 2026 | 28 | +6 | 5.16M | $236.32M | +7 | −1 |
| Q4 2025 | 22 | +2 | 4.56M | $211.60M | +2 | — |
| Q3 2025 | 3 | 0 | 40.04K | $1.86M | — | — |
| Q2 2025 | 1 | -1 | 24.07K | $1.11M | — | −1 |
| Q1 2025 | 2 | 0 | 74.45K | $3.44M | — | — |
| Q4 2024 | 2 | +1 | 113.63K | $5.15M | +1 | — |
| Q3 2024 | 1 | -1 | 31.25K | $1.48M | — | −1 |
| Q2 2024 | 2 | — | 71.43K | $3.24M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 1.62M | — | $75.21M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 664.66K | — | $30.82M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 664.66K | — | $30.82M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 605.98K | — | $28.10M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 605.98K | — | $28.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mariner, LLC | 437.89K | — | $20.30M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 364.46K | — | $16.90M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 256.63K | — | $11.90M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cerity Partners LLC | 256.63K | — | $11.90M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 172.23K | — | $7.99M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Corient Private Wealth LP | 172.23K | — | $7.99M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 165.05K | — | $7.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 103.61K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 103.61K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 103.61K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 41.97K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 29.82K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 24.64K | +2.4% | $1.14M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 21.47K | +43.3% | $995,631 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 18.82K | Nieuw | $872,719 | 0.0% | New | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 11.46K | — | $531,517 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 10.30K | — | $477,786 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 7.23K | — | $335,246 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 4.33K | — | $200,571 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 4.33K | — | $200,571 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 453 | Nieuw | $21,003 | 0.0% | New | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 430 | -55.9% | $19,976 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 430 | -55.9% | $19,976 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 65 | — | $3,037 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 51 | — | $2,365 | 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
| Gotham Asset Management | $872,719 | 0.0% |
| JPMorgan Chase | $21,003 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 99 houders, 13.65M aandelen, $607.79M 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.