DFGP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.0% ·
aandelenstroom +4.4% ·
netto nieuwe posities +13.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +4 | 3.48M | $189.68M | +5 | −1 |
| Q1 2026 | 23 | +3 | 2.47M | $133.53M | +6 | −3 |
| Q4 2025 | 20 | -3 | 2.37M | $128.09M | — | −3 |
| Q3 2025 | 4 | 0 | 359.73K | $19.99M | — | — |
| Q2 2025 | 1 | 0 | 20.72K | $1.13M | — | — |
| Q1 2025 | 1 | 0 | 33.18K | $1.77M | — | — |
| Q4 2024 | 1 | 0 | 80.41K | $4.25M | — | — |
| Q3 2024 | 1 | +1 | 5.78K | $318,698 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 685.14K | +5.6% | $36.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 614.75K | -3.0% | $33.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 397.21K | +6.2% | $21.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS AM, a distinct business unit of… | 184.79K | Nieuw | $9.98M | 0.0% | New | 1 | SEC ↗ |
| 5 | Mariner, LLC | 119.18K | +5.6% | $6.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 88.21K | +16.2% | $4.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 71.21K | +8.7% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | JPMorgan Chase ✦ | 67.76K | +34.0% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Citigroup Inc | 56.11K | +47.3% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 51.95K | -5.9% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 47.12K | Nieuw | $2.54M | 0.0% | New | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 25.87K | -14.4% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 18.52K | +1070.2% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Sei Investments Co | 8.48K | +39.5% | $457,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 8.13K | -3.9% | $439,657 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 8.02K | -53.4% | $432,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 7.50K | Nieuw | $404,925 | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 4.91K | +260.8% | $265,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 4.88K | +339.9% | $263,536 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Assetmark, Inc | 1.80K | Nieuw | $96,966 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cwm, Llc | 1.37K | +95.1% | $73,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 531 | Nieuw | $28,669 | 0.0% | New | 1 | SEC ↗ |
| 23 | UBS Group AG | 308 | Nieuw | $16,629 | 0.0% | New | 1 | SEC ↗ ×2 |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| UBS AM, a distinct business… | $9.98M | 0.0% |
| Cerity Partners LLC | $2.54M | 0.0% |
| Fisher Asset Management | $404,925 | 0.0% |
| Assetmark, Inc | $96,966 | 0.0% |
| Fifth Third Bancorp | $28,669 | 0.0% |
| UBS Group AG | $16,629 | 0.0% |
Verlaten
| Jane Street Group, Llc | $13.09M | was 0.0% |
| Creative Planning | $233,961 | was 0.0% |
| Northwestern Mutual Wealth… | $43,634 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 170 houders, 37.17M aandelen, $1.90B 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.