DCMB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.4% ·
aandelenstroom +30.0% ·
netto nieuwe posities +13.3%
· 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 | 20 | +5 | 831.45K | $43.07M | +7 | −2 |
| Q1 2026 | 15 | +2 | 884.29K | $45.94M | +6 | −4 |
| Q4 2025 | 13 | +2 | 353.02K | $18.32M | +2 | n/a |
| Q3 2025 | 2 | n/a | 16.26K | $846,665 | n/a | n/a |
| Q1 2025 | 1 | 0 | 13.54K | $702,372 | n/a | n/a |
| Q4 2024 | 1 | 0 | 33.42K | $1.72M | n/a | n/a |
| Q3 2024 | 1 | 0 | 11.25K | $584,983 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.30K | $580,698 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 433.14K | Nieuw | $22.51M | 0.0% | New | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 184.29K | +4375.2% | $9.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Franklin Resources Inc | 106.32K | +12.4% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Osaic Holdings, Inc. | 73.59K | -18.3% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Mml Investors Services, Llc | 24.79K | +353.2% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Tidal Investments LLC | 19.87K | +47.0% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Us Bancorp \De\ | 15.03K | Nieuw | $781,063 | 0.0% | New | 1 | SEC ↗ |
| 8 | Gotham Asset Management ✦ | 7.21K | 0.0% | $374,528 | 0.0% | Held | 2 | SEC ↗ |
| 9 | UBS Group AG | 5.71K | +3.8% | $296,900 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 5.41K | -38.9% | $281,311 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 4.50K | 0.0% | $234,028 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Fifth Third Bancorp | 2.37K | Nieuw | $123,353 | 0.0% | New | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 1.13K | Nieuw | $58,715 | 0.0% | New | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 900 | Nieuw | $46,764 | 0.0% | New | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 23 | Nieuw | $1,193 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Envestnet Asset Management Inc | $22.51M | 0.0% |
| Us Bancorp \De\ | $781,063 | 0.0% |
| Fifth Third Bancorp | $123,353 | 0.0% |
| Rockefeller Capital… | $58,715 | 0.0% |
| Pnc Financial Services Group… | $46,764 | 0.0% |
| Jones Financial Companies Lllp | $1,193 | 0.0% |
Verlaten
| Citadel Advisors | $3.20M | was 0.0% |
| Jane Street Group, Llc | $2.44M | was 0.0% |
| Goldman Sachs Group | $551,022 | was 0.0% |
| Cwm, Llc | $1,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 7.27M aandelen, $350.29M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.