DFEB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom +9.4% ·
netto nieuwe posities -9.5%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 237.13K | +6.0% | $11.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 217.66K | +41.2% | $10.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 176.89K | +1.7% | $8.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 154.22K | -9.2% | $7.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 123.31K | +45.5% | $6.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 82.19K | -5.2% | $4.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 48.62K | +33.0% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mariner, LLC | 37.27K | -12.3% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 33.65K | -3.1% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 28.87K | -19.5% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 18.70K | +2110.1% | $941,301 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | Wealth Enhancement Advisory… | 16.49K | -5.6% | $837,127 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 14.20K | 0.0% | $716,992 | 0.0% | Held | 3 | SEC ↗ |
| 14 | First Trust Advisors Lp | 11.92K | +8.5% | $601,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 9.00K | -3.0% | $454,533 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Hrt Financial Lp | 7.53K | Nieuw | $380,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Barclays Plc | 2.99K | +7.6% | $150,871 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.92K | -11.9% | $147,690 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 2.30K | -20.4% | $116,133 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 850 | 0.0% | $42,918 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 100 | 0.0% | $5,049 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $380,000 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.35M | was 0.0% |
| Jane Street Group, Llc | $458,447 | was 0.0% |
| Citadel Advisors | $304,115 | 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.