DFAW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom +30.0% ·
netto nieuwe posities +10.0%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.04K | $505,295 | n/a | −1 |
| Q2 2026 | 21 | +3 | 848.41K | $70.17M | +5 | −3 |
| Q1 2026 | 20 | +2 | 935.94K | $66.25M | +3 | −1 |
| Q4 2025 | 18 | 0 | 486.67K | $36.00M | n/a | n/a |
| Q3 2025 | 3 | 0 | 249.03K | $17.90M | n/a | n/a |
| Q2 2025 | 1 | -1 | 20.24K | $1.36M | n/a | −1 |
| Q1 2025 | 2 | +1 | 24.28K | $1.49M | +1 | n/a |
| Q4 2024 | 1 | +1 | 20.24K | $1.26M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 266.08K | +714.4% | $19.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 174.76K | +29.1% | $12.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 70.67K | +5.6% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 62.38K | +11.6% | $4.60M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 62.22K | +277.3% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 59.49K | +12.3% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 54.29K | +224.5% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 43.57K | +33.9% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Gotham Asset Management ✦ | 61.07K | Nieuw | $2.07M | 0.0% | New | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 26.48K | +13.2% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Bank Of Montreal /Can/ | 22.57K | +21.0% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 8.50K | +59.4% | $627,296 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cwm, Llc | 8.03K | -22.8% | $592,139 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Corient Private Wealth LP | 6.28K | -40.5% | $463,325 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Creative Planning | 5.96K | +10.4% | $440,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 2.06K | +3.1% | $152,108 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Morgan Stanley ✦ | 666 | -4.2% | $49,137 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 581 | 0.0% | $43,151 | 0.0% | Held | 2 | SEC ↗ |
| 19 | UBS Group AG | 145 | Nieuw | $10,698 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 130 | Nieuw | $9,592 | 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
| Gotham Asset Management | $2.07M | 0.0% |
| UBS Group AG | $10,698 | 0.0% |
| Fidelity (FMR) | $9,592 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $2,515 | was 0.0% |
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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.