DFEV
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs -6.7% ·
flux d'actions -3.5% ·
nouvelles positions nettes -7.1%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +6 | 8.64M | $366.17M | +7 | −1 |
| Q1 2026 | 35 | +7 | 6.99M | $248.34M | +7 | — |
| Q4 2025 | 28 | -2 | 5.81M | $195.96M | — | −2 |
| Q3 2025 | 5 | +1 | 1.10M | $35.22M | +1 | — |
| Q2 2025 | 1 | -1 | 847.23K | $25.41M | — | −1 |
| Q1 2025 | 1 | 0 | 586.22K | $15.86M | — | — |
| Q4 2024 | 1 | +1 | 15.20K | $398,497 | +1 | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 1.62M | — | $54.76M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 939.62K | — | $31.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 939.62K | — | $31.70M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 932.68K | — | $31.47M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 831.37K | -0.8% | $28.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Truist Financial Corp | 252.38K | — | $8.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 252.38K | — | $8.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Corient Private Wealth LP | 208.94K | — | $7.05M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Corient Private Wealth LP | 208.94K | — | $7.05M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 208.94K | — | $7.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 154.13K | — | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 144.24K | — | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 130.53K | — | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 84.65K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 84.65K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 84.35K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 66.56K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 66.56K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 66.56K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 62.75K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 58.15K | -51.3% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 56.96K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 39.91K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | LPL Financial LLC | 37.23K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 32.10K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 16.63K | — | $561,130 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 15.16K | — | $511,425 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 9.26K | — | $312,424 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 7.88K | — | $266,016 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 7.28K | -6.3% | $245,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 7.28K | -6.3% | $245,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 6.18K | — | $208,378 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 3.95K | — | $133,324 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 3.95K | — | $133,324 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 1.40K | — | $47,270 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 430 | — | $14,508 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 395 | — | $13,317 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 395 | — | $13,317 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Citadel Advisors | $3.48M | était 0.0% |
| Goldman Sachs Group | $962,345 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 264 détenteurs, 31.28M actions, $1.05B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.