DFE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.6% ·
aandelenstroom -3.0% ·
netto nieuwe posities -3.7%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 109.86K | -2.6% | $7.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 92.91K | +30.8% | $6.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 48.94K | -5.9% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 22.97K | -5.0% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 19.71K | +0.7% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Gotham Asset Management ✦ | 15.19K | 0.0% | $1.09M | 0.0% | Held | 5 | SEC ↗ |
| 7 | LPL Financial LLC | 14.06K | +1.9% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 8.74K | -16.2% | $628,767 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 8.21K | -19.7% | $590,823 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Baird Financial Group, Inc. | 8.07K | +0.7% | $581,162 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 5.47K | +13.3% | $393,892 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 5.44K | -17.5% | $391,517 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 5.32K | +1.9% | $382,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 4.85K | +5.0% | $348,868 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 4.05K | -0.3% | $292,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 3.29K | 0.0% | $236,189 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 17 | Wealth Enhancement Advisory… | 2.73K | Nieuw | $200,083 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fifth Third Bancorp | 2.14K | 0.0% | $154,016 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.73K | +12.0% | $123,216 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1.31K | 0.0% | $94,065 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.13K | 0.0% | $81,614 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 555 | +55.9% | $39,974 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 23 | TD Waterhouse Canada Inc. | 500 | 0.0% | $35,990 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 395 | 0.0% | $28,428 | 0.0% | Held | 3 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 200 | 0.0% | $14,380 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Blair William & Co/Il | 95 | 0.0% | $6,837 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 8 | 0.0% | $576 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Wealth Enhancement Advisory… | $200,083 | 0.0% |
Verlaten
| Bank of New York Mellon Corp | $1.86M | was 0.0% |
| Citigroup Inc | $39,453 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 61 houders, 602.16K aandelen, $42.60M 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.