DFEV
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs +25.0% ·
flux d'actions +20.4% ·
nouvelles positions nettes +20.0%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 2.06M | +26.6% | $71.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 987.81K | +5.1% | $35.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 954.52K | +2.3% | $34.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 734.09K | -11.7% | $26.27M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 500.00K | Nouveau | $17.89M | 0.0% | New | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 305.50K | +98.2% | $10.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 167.09K | +15.8% | $5.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Creative Planning | 139.94K | +7.2% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 137.31K | +62.2% | $4.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Mercer Global Advisors Inc /Adv | 133.79K | Nouveau | $4.79M | 0.0% | New | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 121.56K | -51.8% | $4.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Baird Financial Group, Inc. | 112.01K | +96.7% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Corient Private Wealth LP | 112.14K | -46.3% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 76.72K | -9.1% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 65.72K | +4.7% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 57.19K | -1.7% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | UBS AM, a distinct business unit of… | 52.92K | Nouveau | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 18 | Cwm, Llc | 50.89K | +58.5% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 40.81K | +9.6% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 33.59K | -15.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 32.27K | -51.5% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Citigroup Inc | 20.50K | +23.3% | $733,597 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 20.21K | Nouveau | $723,006 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 19.88K | +221.9% | $711,234 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Focus Partners Wealth | 16.06K | +5.9% | $574,549 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 10.98K | +39.2% | $392,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 9.12K | -1.5% | $326,499 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 7.85K | +7.8% | $280,805 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | AQR Capital Management ✦ | 6.65K | Nouveau | $238,063 | 0.0% | New | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 5.82K | +315.6% | $208,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 1.47K | +272.1% | $52,596 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Fifth Third Bancorp | 1.46K | Nouveau | $52,382 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 506 | -87.2% | $18,121 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 278 | -35.4% | $9,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Assetmark, Inc | 188 | Nouveau | $6,727 | 0.0% | New | 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
| Goldman Sachs Group | $17.89M | 0.0% |
| Mercer Global Advisors Inc… | $4.79M | 0.0% |
| UBS AM, a distinct business… | $1.89M | 0.0% |
| UBS Group AG | $723,006 | 0.0% |
| AQR Capital Management | $238,063 | 0.0% |
| Fifth Third Bancorp | $52,382 | 0.0% |
| Assetmark, Inc | $6,727 | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
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.