DFEB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.7% ·
aandelenstroom -1.2% ·
netto nieuwe posities -3.8%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 197.34K | n/a | $9.42M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 166.28K | n/a | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 157.68K | n/a | $7.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 139.23K | n/a | $6.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 127.88K | n/a | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 110.76K | n/a | $5.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 65.44K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mariner, LLC | 44.38K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 35.95K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 34.36K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 24.10K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | IMC-Chicago, LLC | 16.71K | n/a | $797,667 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 14.20K | n/a | $677,647 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | First Trust Advisors Lp | 12.28K | n/a | $586,116 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 9.82K | -10.7% | $468,722 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 8.47K | n/a | $404,202 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 7.17K | n/a | $341,925 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Barclays Plc | 4.20K | n/a | $200,192 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 3.72K | 0.0% | $177,572 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 3.41K | n/a | $162,540 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 925 | n/a | $44,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | National Bank Of Canada /Fi/ | 850 | n/a | $40,564 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 258 | n/a | $12,342 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 125 | n/a | $5,965 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 100 | n/a | $4,772 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 10 | n/a | $477 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $605,347 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 141 houders, 4.13M aandelen, $183.15M 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.