DFGX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.1% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +4 | 2.40M | $128.54M | +6 | −2 |
| Q1 2026 | 20 | +1 | 2.15M | $112.58M | +3 | −2 |
| Q4 2025 | 19 | 0 | 1.89M | $99.41M | +1 | −1 |
| Q3 2025 | 2 | 0 | 25.39K | $1.37M | — | — |
| Q2 2025 | 1 | 0 | 8.89K | $474,210 | — | — |
| Q1 2025 | 1 | 0 | 61.87K | $3.23M | — | — |
| Q4 2024 | 1 | 0 | 85.10K | $4.45M | — | — |
| Q3 2024 | 1 | +1 | 33.58K | $1.82M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 452.51K | — | $23.82M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 330.11K | — | $17.38M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Assetmark, Inc | 274.06K | — | $14.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 214.97K | — | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 173.57K | — | $9.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mariner, LLC | 119.73K | — | $6.30M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 76.30K | — | $4.02M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 69.03K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 48.11K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 41.42K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 41.42K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 41.06K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 27.16K | +11.6% | $1.43M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Citigroup Inc | 10.91K | — | $574,090 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 5.52K | — | $290,666 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 2.52K | — | $133,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 715 | — | $38,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 697 | Nieuw | $36,687 | 0.0% | New | 1 | SEC ↗ |
| 19 | UBS Group AG | 170 | — | $8,948 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 89 | — | $4,685 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Morgan Stanley | $36,687 | 0.0% |
Verlaten
| JPMorgan Chase | $56,334 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 162 houders, 20.70M aandelen, $1.07B 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.