DFNL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.3% ·
aandelenstroom -2.0% ·
netto nieuwe posities -9.1%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -2 | 2.58M | $127.47M | — | −2 |
| Q1 2026 | 25 | +6 | 2.64M | $118.17M | +6 | — |
| Q4 2025 | 19 | +2 | 2.15M | $104.07M | +2 | — |
| Q3 2025 | 1 | -1 | 947.90K | $42.86M | — | −1 |
| Q2 2025 | 1 | 0 | 11.20K | $480,885 | — | — |
| Q1 2025 | 1 | +1 | 23.52K | $923,905 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 831.59K | -2.4% | $41.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 831.59K | -2.4% | $41.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 386.79K | -6.9% | $19.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 372.73K | +77.9% | $18.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 372.73K | +77.9% | $18.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 140.91K | -0.7% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 139.34K | +0.3% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 133.32K | +1.9% | $6.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 129.93K | +2.3% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 125.08K | -1.4% | $6.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 109.99K | +12.3% | $5.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 51.95K | -37.4% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 51.95K | -37.4% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 51.95K | -37.4% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 47.31K | -59.0% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 27.77K | -3.2% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 27.77K | -3.2% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 20.55K | -11.4% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 20.23K | -14.4% | $998,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 15.58K | +1.4% | $769,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 14.11K | +1.6% | $696,585 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 14.11K | +1.6% | $696,585 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Captrust Financial Advisors | 8.07K | 0.0% | $398,622 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 4.66K | -39.6% | $230,238 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 969 | -62.0% | $47,835 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 866 | 0.0% | $42,750 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 349 | 0.0% | $17,228 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | — | $46 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $3.17M | was 0.0% |
| Fidelity (FMR) | $1,659 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 61 houders, 6.99M aandelen, $248.55M 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.