Effectdossier
DFEV
naam in afwachting van profielverwerking
40Gevolgde houders
+6Δ houders
8.64MGehouden aandelen
$366.17MGerapporteerde waarde
+7Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.6% ·
aandelenstroom +24.4% ·
netto nieuwe posities +15.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 2.88M | +40.1% | $120.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 2.88M | +40.1% | $120.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.03M | +3.8% | $43.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.03M | +3.8% | $43.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.03M | +3.8% | $43.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 978.03K | +2.5% | $41.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 701.65K | -4.4% | $29.94M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 701.65K | -4.4% | $29.94M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Royal Bank Of Canada | 370.88K | +21.4% | $15.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 370.88K | +21.4% | $15.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 347.53K | +153.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 347.53K | +153.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 347.53K | +153.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 310.64K | +5234.8% | $13.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 273.44K | Nieuw | $11.67M | 0.0% | New | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 229.79K | +1056.0% | $9.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cerity Partners LLC | 229.79K | +1056.0% | $9.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 187.07K | +12.0% | $7.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 176.86K | +32.2% | $7.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 143.20K | +2.3% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 137.16K | +12.8% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 137.16K | +12.8% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 137.16K | +12.8% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 116.55K | +4.0% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Corient Private Wealth LP | 104.47K | -6.8% | $4.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 72.96K | +126.1% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 72.96K | +126.1% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 72.96K | +126.1% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 67.23K | +2.3% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Northern Trust Corp | 60.79K | Nieuw | $2.59M | 0.0% | New | 1 | SEC ↗ |
| 31 | Northern Trust Corp | 60.79K | Nieuw | $2.59M | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 58.30K | +1.9% | $2.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 58.30K | +1.9% | $2.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 52.92K | 0.0% | $2.26M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 52.55K | -31.5% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 52.53K | Nieuw | $2.24M | 0.0% | New | 1 | SEC ↗ |
| 37 | LPL Financial LLC | 38.49K | -5.7% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Citigroup Inc | 33.38K | +62.8% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 29.92K | -10.9% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 26.80K | +302.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | UBS Group AG | 20.60K | +1.9% | $878,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | UBS Group AG | 20.60K | +1.9% | $878,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Focus Partners Wealth | 14.03K | -12.6% | $598,737 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 13.64K | Nieuw | $572,884 | 0.0% | New | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 11.60K | +689.3% | $495,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 11.60K | +689.3% | $495,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Mariner, LLC | 10.83K | -1.3% | $462,268 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Nuveen, LLC | 9.48K | Nieuw | $404,570 | 0.0% | New | 1 | SEC ↗ |
| 49 | Cetera Investment Advisers | 9.10K | -0.3% | $388,234 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 8.64K | +10.1% | $368,644 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 7.60K | Nieuw | $324,259 | 0.0% | New | 1 | SEC ↗ |
| 52 | Fifth Third Bancorp | 1.45K | -0.8% | $61,995 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Us Bancorp \De\ | 748 | Nieuw | $31,915 | 0.0% | New | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 509 | +0.6% | $21,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Assetmark, Inc | 188 | 0.0% | $8,021 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 134 | -51.8% | $5,717 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Jane Street Group, Llc | $11.67M | 0.0% |
| Northern Trust Corp | $2.59M | 0.0% |
| Northern Trust Corp | $2.59M | 0.0% |
| Citadel Advisors | $2.24M | 0.0% |
| Wealth Enhancement Advisory… | $572,884 | 0.0% |
| Nuveen, LLC | $404,570 | 0.0% |
| Quantinno Capital Management… | $324,259 | 0.0% |
| Us Bancorp \De\ | $31,915 | 0.0% |
Verlaten
| Goldman Sachs Group | $17.89M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 264 houders, 31.28M aandelen, $1.05B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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