DFNM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.4% ·
aandelenstroom -0.9% ·
netto nieuwe posities +3.3%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 185.05K | $8.53M | n/a | n/a |
| Q2 2026 | 31 | +2 | 8.60M | $415.65M | +4 | −3 |
| Q1 2026 | 31 | +1 | 7.86M | $376.75M | +5 | −4 |
| Q4 2025 | 30 | +1 | 7.42M | $357.43M | +1 | n/a |
| Q3 2025 | 3 | n/a | 223.43K | $10.72M | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.79K | $275,228 | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.82K | $278,201 | n/a | n/a |
| Q3 2024 | 1 | +1 | 5.86K | $284,384 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.66M | n/a | $176.44M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 696.65K | n/a | $33.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 612.17K | n/a | $29.49M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 478.82K | n/a | $23.06M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 360.41K | n/a | $17.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Wealth Enhancement Advisory… | 344.95K | n/a | $16.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Assetmark, Inc | 341.61K | n/a | $16.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 150.05K | n/a | $7.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Corient Private Wealth LP | 145.48K | n/a | $7.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | JPMorgan Chase ✦ | 105.04K | -22.6% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 83.99K | n/a | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 78.27K | n/a | $3.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Truist Financial Corp | 66.50K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Financial Engines Advisors L.L.C. | 48.40K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 40.00K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mercer Global Advisors Inc /Adv | 36.19K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 34.60K | -56.1% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Sei Investments Co | 32.53K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 26.68K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 16.43K | n/a | $791,529 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 12.46K | n/a | $600,322 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 11.59K | n/a | $559,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Citadel Advisors ✦ | 9.02K | Nieuw | $434,686 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 8.79K | 0.0% | $423,318 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 6.27K | n/a | $301,833 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 5.92K | n/a | $285,166 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 2.42K | n/a | $116,503 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 1.21K | n/a | $58,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 131 | n/a | $6,310 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 21 | n/a | $1,012 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $434,686 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 272 houders, 36.15M aandelen, $1.72B 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.