DCMB
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +30.0% ·
Aktienfluss -6.0% ·
neue Nettopositionen +20.0%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 2 | — | 16.26K | $846,665 | — | — |
| Q1 2025 | 1 | 0 | 13.54K | $702,372 | — | — |
| Q4 2024 | 1 | 0 | 33.42K | $1.72M | — | — |
| Q3 2024 | 1 | 0 | 11.25K | $584,983 | — | — |
| Q2 2024 | 1 | — | 11.30K | $580,698 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 332.43K | -23.2% | $17.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 147.01K | -20.2% | $7.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Franklin Resources Inc | 125.81K | +18.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Osaic Holdings, Inc. | 54.02K | -26.6% | $2.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 49.49K | Neu | $2.56M | 0.0% | New | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 25.78K | Neu | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 7 | UBS Group AG | 19.96K | +249.4% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 18.06K | -27.1% | $935,526 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Tidal Investments LLC | 17.21K | -13.4% | $888,171 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 15.03K | +177.7% | $778,733 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Gotham Asset Management ✦ | 9.65K | +34.0% | $500,177 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 6.94K | Neu | $359,527 | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 4.50K | 0.0% | $233,386 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Fifth Third Bancorp | 3.26K | +37.2% | $168,781 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passiv) | 1.45K | Neu | $74,988 | 0.0% | New | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 436 | Neu | $23,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 133 | Neu | $6,890 | 0.0% | New | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 122 | +430.4% | $6,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Us Bancorp \De\ | 118 | -99.2% | $6,113 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 38 | Neu | $1,971 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $2.56M | 0.0% |
| Jane Street Group, Llc | $1.34M | 0.0% |
| Wells Fargo & Company/Mn | $359,527 | 0.0% |
| BlackRock | $74,988 | 0.0% |
| Royal Bank Of Canada | $23,000 | 0.0% |
| Northwestern Mutual Wealth… | $6,890 | 0.0% |
| JPMorgan Chase | $1,971 | 0.0% |
Ausgestiegen
| Rockefeller Capital… | $58,715 | war 0.0% |
| Pnc Financial Services Group… | $46,764 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 77 Inhaber, 7.27M Anteile, $350.29M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.