DEW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom -2.1% ·
netto nieuwe posities -5.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -1 | 544.32K | $37.39M | n/a | −1 |
| Q1 2026 | 21 | +3 | 559.49K | $37.10M | +3 | n/a |
| Q4 2025 | 18 | 0 | 526.13K | $32.40M | n/a | n/a |
| Q3 2025 | 2 | -1 | 75.71K | $4.55M | n/a | −1 |
| Q2 2025 | 2 | 0 | 10.05K | $574,132 | n/a | n/a |
| Q1 2025 | 1 | +1 | 33.79K | $1.90M | +1 | n/a |
| Q2 2024 | 1 | n/a | 10.36K | $518,330 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 138.30K | +11.6% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 72.97K | -1.8% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 68.09K | -6.0% | $4.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 59.41K | -3.6% | $4.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Susquehanna International Group, Llp | 48.44K | -2.7% | $3.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 38.20K | +3.5% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 32.70K | -1.4% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 27.19K | -26.8% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 25.41K | -3.4% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 8.85K | -0.7% | $607,743 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Jones Financial Companies Lllp | 7.01K | +7.6% | $484,202 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 3.48K | -5.4% | $238,954 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 3.25K | -68.8% | $222,907 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 2.88K | -2.3% | $198,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | BlackRock ✦ (passief) | 2.73K | 0.0% | $187,187 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 1.80K | +5.9% | $123,365 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Fifth Third Bancorp | 1.30K | -4.0% | $89,437 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 1.20K | 0.0% | $82,431 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.12K | -1.9% | $77,016 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Assetmark, Inc | $2,587 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 40 houders, 1.01M aandelen, $65.55M 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.