DFAR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.1% ·
aandelenstroom +6.5% ·
netto nieuwe posities +6.7%
· 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 | 35 | +4 | 8.32M | $217.74M | +7 | −4 |
| Q1 2026 | 32 | +2 | 12.02M | $288.87M | +3 | −1 |
| Q4 2025 | 30 | +2 | 11.51M | $263.53M | +2 | n/a |
| Q3 2025 | 2 | -1 | 14.63K | $348,920 | n/a | −1 |
| Q2 2025 | 1 | 0 | 10.34K | $242,483 | n/a | n/a |
| Q1 2025 | 1 | 0 | 14.36K | $341,337 | +1 | −1 |
| Q4 2024 | 1 | 0 | 26.52K | $617,144 | n/a | n/a |
| Q3 2024 | 1 | 0 | 21.40K | $548,670 | +1 | −1 |
| Q2 2024 | 1 | n/a | 45.89K | $1.01M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.80M | n/a | $87.11M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 2.58M | n/a | $58.98M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Prudential Financial Inc | 2.45M | n/a | $56.21M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 692.70K | Nieuw | $15.86M | 0.0% | New | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 423.78K | n/a | $9.71M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 403.23K | n/a | $9.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Northwestern Mutual Wealth… | 219.52K | n/a | $5.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 130.67K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 125.09K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 106.69K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Corient Private Wealth LP | 99.84K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 86.32K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 81.38K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 78.26K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 64.32K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 28.02K | n/a | $641,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Sei Investments Co | 27.96K | n/a | $640,420 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 19.91K | n/a | $455,917 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 16.62K | Nieuw | $380,687 | 0.0% | New | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 15.79K | n/a | $361,587 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 15.49K | n/a | $354,733 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 14.11K | n/a | $323,067 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Chevy Chase Trust Holdings, LLC | 9.95K | n/a | $227,936 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 5.13K | n/a | $117,482 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 3.43K | n/a | $78,550 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.28K | -84.2% | $53,144 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1.04K | n/a | $23,794 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Assetmark, Inc | 503 | n/a | $11,519 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 226 | +0.4% | $5,184 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Bank Of Montreal /Can/ | 90 | n/a | $2,007 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $15.86M | 0.0% |
| D. E. Shaw & Co. | $380,687 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 288 houders, 50.11M aandelen, $1.16B 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.