DFAW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.8% ·
aandelenstroom -3.8% ·
netto nieuwe posities +13.6%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.04K | $505,295 | n/a | n/a |
| 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 | 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 | JPMorgan Chase ✦ | 209.49K | +19.9% | $17.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Brown Advisory Inc | 112.15K | Nieuw | $9.28M | 0.0% | New | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 106.19K | +301.1% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Mercer Global Advisors Inc /Adv | 89.47K | +43.8% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 78.15K | +10.6% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 66.22K | +11.3% | $5.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 61.66K | -1.2% | $5.10M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 44.09K | +1.2% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Focus Partners Wealth | 35.44K | -86.7% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Jane Street Group, Llc | 31.55K | -41.9% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 23.31K | +3.2% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 8.23K | -3.2% | $681,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Corient Private Wealth LP | 7.38K | +17.5% | $610,684 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Creative Planning | 5.40K | -9.4% | $447,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 3.82K | Nieuw | $316,423 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 3.50K | Nieuw | $291,168 | 0.0% | New | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 3.12K | Nieuw | $257,974 | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 2.35K | +14.1% | $194,770 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | National Bank Of Canada /Fi/ | 581 | 0.0% | $47,834 | 0.0% | Held | 3 | SEC ↗ |
| 20 | UBS Group AG | 171 | +17.9% | $14,157 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 132 | +1.5% | $10,909 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 123 | Nieuw | $10,211 | 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
| Brown Advisory Inc | $9.28M | 0.0% |
| Bank Of America Corp /De/ | $316,423 | 0.0% |
| Wealth Enhancement Advisory… | $291,168 | 0.0% |
| Truist Financial Corp | $257,974 | 0.0% |
| Assetmark, Inc | $10,211 | 0.0% |
Verlaten
| Gotham Asset Management | $2.07M | was 0.0% |
| Morgan Stanley | $49,137 | 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.