Effectdossier · gearchiveerd kwartaal
DFGR
naam in afwachting van profielverwerking
38Gevolgde houders
+3Δ houders
8.43MGehouden aandelen
$244.50MGerapporteerde waarde
+3Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.6% ·
aandelenstroom -4.0% ·
netto nieuwe posities +7.9%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 | 38 | +3 | 8.43M | $244.50M | +3 | — |
| Q1 2026 | 36 | -1 | 9.49M | $252.30M | +3 | −4 |
| Q4 2025 | 37 | 0 | 9.84M | $259.92M | — | — |
| Q3 2025 | 7 | 0 | 468.98K | $12.81M | — | — |
| Q2 2025 | 5 | +1 | 122.71K | $3.29M | +1 | — |
| Q1 2025 | 2 | 0 | 37.39K | $981,752 | — | — |
| Q4 2024 | 2 | +1 | 32.55K | $831,246 | +1 | — |
| Q3 2024 | 1 | -1 | 7.13K | $205,858 | — | −1 |
| Q2 2024 | 2 | — | 108.50K | $2.71M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.96M | -2.9% | $114.68M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.30M | +6.7% | $37.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 631.26K | +87.5% | $18.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 455.87K | +93.5% | $13.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 457.14K | +4.1% | $13.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Corient Private Wealth LP | 199.44K | -65.8% | $5.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 199.31K | +35.5% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 199.31K | +35.5% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 157.38K | -2.7% | $4.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 157.38K | -2.7% | $4.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 157.38K | -2.7% | $4.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 123.99K | +3.6% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 106.13K | +24.6% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 106.13K | +24.6% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 106.13K | +24.6% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 94.37K | -9.6% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Financial Engines Advisors L.L.C. | 78.41K | -54.5% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Jane Street Group, Llc | 71.11K | -88.2% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Creative Planning | 70.69K | +0.5% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 62.42K | 0.0% | $1.81M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 53.44K | +18.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 52.05K | +20.8% | $1.51M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 47.40K | Nieuw | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 24 | Citigroup Inc | 43.73K | +175.8% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 41.85K | -7.5% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 38.41K | -0.5% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 38.41K | -0.5% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 33.61K | -29.3% | $973,653 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 29 | Mariner, LLC | 29.64K | +6.3% | $858,816 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | UBS Group AG | 25.67K | +6.0% | $743,747 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | UBS Group AG | 25.67K | +6.0% | $743,747 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 22.63K | +11.1% | $655,461 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 13.80K | +240.1% | $399,894 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 13.80K | +240.1% | $399,894 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cetera Investment Advisers | 13.72K | 0.0% | $397,555 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Assetmark, Inc | 13.44K | +6.0% | $389,301 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 13.00K | -18.1% | $376,671 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 13.00K | -18.1% | $376,671 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Hrt Financial Lp | 8.05K | -25.2% | $233,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 6.13K | +582.6% | $178,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Royal Bank Of Canada | 6.13K | +582.6% | $178,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 3.65K | +84.3% | $105,837 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 2.73K | 0.0% | $79,879 | 0.0% | Held | 3 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 2.73K | 0.0% | $79,879 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 1.52K | Nieuw | $44,121 | 0.0% | New | 1 | SEC ↗ |
| 46 | Fifth Third Bancorp | 1.42K | -0.3% | $41,108 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 998 | +89.0% | $28,912 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | BlackRock ✦ (passief) | 43 | 0.0% | $1,246 | 0.0% | Held | 5 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 26 | Nieuw | $753 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $1.37M | 0.0% |
| Qube Research & Technologies… | $44,121 | 0.0% |
| Rockefeller Capital… | $753 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 312 houders, 99.85M aandelen, $2.64B 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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