DFGX
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +22.2% ·
Aktienfluss +15.1% ·
neue Nettopositionen +13.6%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +4 | 1.93M | $103.43M | +6 | −3 |
| 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 | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 594.30K | +27.7% | $31.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 334.13K | +7.6% | $17.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Assetmark, Inc | 279.07K | +5.7% | $14.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mariner, LLC | 99.87K | +4.0% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 90.51K | +6.2% | $4.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Truist Financial Corp | 80.88K | +52.1% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 72.17K | +7.6% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS AM, a distinct business unit of… | 70.14K | 0.0% | $3.76M | 0.0% | Held | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 69.35K | +44.9% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 66.14K | +37.5% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Cerity Partners LLC | 53.19K | +3.1% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 52.96K | +18.2% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citigroup Inc | 40.83K | +261.3% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 5.61K | Neu | $299,008 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 5.56K | +10.0% | $298,115 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Corient Private Wealth LP | 4.85K | Neu | $260,142 | 0.0% | New | 1 | SEC ↗ |
| 17 | Hrt Financial Lp | 4.62K | Neu | $247,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 3.18K | +128.8% | $170,325 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Wells Fargo & Company/Mn | 1.90K | Neu | $102,044 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fifth Third Bancorp | 289 | Neu | $15,489 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 286 | 0.0% | $15,328 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 4 | Neu | $214 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Wealth Enhancement Advisory… | $299,008 | 0.0% |
| Corient Private Wealth LP | $260,142 | 0.0% |
| Hrt Financial Lp | $247,000 | 0.0% |
| Wells Fargo & Company/Mn | $102,044 | 0.0% |
| Fifth Third Bancorp | $15,489 | 0.0% |
| Rockefeller Capital… | $214 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $24.47M | war 0.0% |
| Jane Street Group, Llc | $2.12M | war 0.0% |
| Citadel Advisors | $800,185 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 162 Inhaber, 20.70M Anteile, $1.07B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.