DFGX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom +13.6% ·
netto nieuwe posities +5.0%
— 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 | 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 | 466.47K | +3.1% | $24.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 465.36K | +41.0% | $24.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 310.44K | +44.4% | $16.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Assetmark, Inc | 263.94K | -3.7% | $13.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Mariner, LLC | 95.98K | -19.8% | $5.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 85.19K | +11.7% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 85.19K | +11.7% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS AM, a distinct business unit of… | 70.14K | Nieuw | $3.68M | 0.0% | New | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 67.05K | -2.9% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 53.16K | +10.5% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 51.60K | Nieuw | $2.71M | 0.0% | New | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 48.10K | +16.1% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 48.10K | +16.1% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 47.85K | Nieuw | $2.51M | 0.0% | New | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 44.79K | +9.1% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 40.41K | -76.7% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 15.26K | -43.8% | $800,185 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | Citigroup Inc | 11.30K | +3.6% | $592,743 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 5.06K | -8.4% | $265,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cwm, Llc | 2.66K | +5.4% | $139,606 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 1.39K | +717.1% | $72,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 286 | -59.0% | $15,001 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"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… | $3.68M | 0.0% |
| Cerity Partners LLC | $2.71M | 0.0% |
| Goldman Sachs Group | $2.51M | 0.0% |
Verlaten
| Royal Bank Of Canada | $38,000 | was 0.0% |
| Wells Fargo & Company/Mn | $4,685 | 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.