DFAW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -10.5% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +3 | 892.50K | $73.82M | +5 | −2 |
| Q1 2026 | 20 | +2 | 935.94K | $66.25M | +3 | −1 |
| Q4 2025 | 18 | 0 | 486.67K | $36.00M | — | — |
| Q3 2025 | 3 | 0 | 249.03K | $17.90M | — | — |
| Q2 2025 | 1 | -1 | 20.24K | $1.36M | — | −1 |
| Q1 2025 | 2 | +1 | 24.28K | $1.49M | +1 | — |
| Q4 2024 | 1 | +1 | 20.24K | $1.26M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 135.40K | -40.6% | $10.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 66.91K | — | $4.95M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 55.91K | +176.3% | $4.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | LPL Financial LLC | 52.98K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 32.67K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 32.53K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 23.40K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 23.40K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of Montreal /Can/ | 18.65K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 16.73K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 16.49K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Corient Private Wealth LP | 10.55K | — | $780,478 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 10.55K | — | $780,478 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Corient Private Wealth LP | 10.55K | — | $780,478 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 10.40K | — | $769,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 5.40K | — | $399,539 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 5.33K | — | $394,563 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.00K | — | $147,828 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 2.00K | — | $147,828 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 695 | -4.7% | $51,416 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 581 | — | $42,982 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 34 | — | $2,515 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 200 houders, 8.43M aandelen, $613.67M 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.