Effectdossier
DFNM
naam in afwachting van profielverwerking
32Gevolgde houders
+2Δ houders
8.89MGehouden aandelen
$429.68MGerapporteerde waarde
+4Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.7% ·
aandelenstroom +13.1% ·
netto nieuwe posities +6.2%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +2 | 8.89M | $429.68M | +4 | −2 |
| Q1 2026 | 31 | +1 | 7.86M | $376.75M | +5 | −4 |
| Q4 2025 | 30 | +1 | 7.42M | $357.43M | +1 | — |
| Q3 2025 | 3 | — | 223.43K | $10.72M | — | — |
| Q1 2025 | 1 | 0 | 5.79K | $275,228 | — | — |
| Q4 2024 | 1 | 0 | 5.82K | $278,201 | — | — |
| Q3 2024 | 1 | +1 | 5.86K | $284,384 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 5.07M | +20.1% | $245.04M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 672.03K | +2.9% | $32.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 578.75K | +11.6% | $27.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 481.18K | +15.0% | $23.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 481.18K | +15.0% | $23.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Assetmark, Inc | 350.60K | +5.4% | $16.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 290.19K | -50.8% | $14.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 230.57K | +273.2% | $11.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 230.57K | +273.2% | $11.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 212.33K | +1.9% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 203.46K | +46.8% | $9.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 153.32K | +13.1% | $7.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 153.32K | +13.1% | $7.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 119.16K | +35.0% | $5.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Corient Private Wealth LP | 81.88K | +0.1% | $3.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 77.05K | -7.1% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 77.05K | -7.1% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 77.05K | -7.1% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 68.39K | +2.1% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 68.39K | +2.1% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Financial Engines Advisors L.L.C. | 56.89K | +17.6% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Sei Investments Co | 39.91K | +11.3% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 37.64K | +30.0% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 35.25K | +28.3% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 35.25K | +28.3% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 26.95K | +18.3% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 26.56K | +417.0% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 17.08K | +35.5% | $825,603 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 13.01K | -9.8% | $628,887 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 10.57K | +30.9% | $511,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 10.57K | +30.9% | $511,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 10.28K | +25.2% | $497,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 8.73K | 0.0% | $422,159 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 8.73K | 0.0% | $422,159 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Nuveen, LLC | 7.84K | Nieuw | $379,189 | 0.0% | New | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 4.57K | 0.0% | $220,698 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Creative Planning | 4.44K | Nieuw | $214,607 | 0.0% | New | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 1.48K | Nieuw | $71,632 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 202 | — | $9,746 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 202 | — | $9,746 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 98 | 0.0% | $4,737 | 0.0% | Held | 2 | SEC ↗ |
| 42 | UBS Group AG | 10 | Nieuw | $483 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Nuveen, LLC | $379,189 | 0.0% |
| Creative Planning | $214,607 | 0.0% |
| Qube Research & Technologies… | $71,632 | 0.0% |
| UBS Group AG | $483 | 0.0% |
Verlaten
| Susquehanna International… | $1.02M | was 0.0% |
| Citadel Advisors | $635,408 | was 0.0% |
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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