DFSE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +21.1% ·
aandelenstroom +14.9% ·
netto nieuwe posities +17.4%
— 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 | +1 | 1.02M | $49.86M | +2 | −1 |
| Q1 2026 | 23 | +4 | 1.01M | $43.37M | +6 | −2 |
| Q4 2025 | 19 | 0 | 876.95K | $36.56M | — | — |
| Q3 2025 | 1 | -2 | 850 | $34,926 | — | −2 |
| Q2 2025 | 2 | 0 | 7.53K | $286,584 | — | — |
| Q1 2025 | 1 | +1 | 14.08K | $474,080 | +1 | — |
| Q3 2024 | 1 | +1 | 38.12K | $1.35M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 536.98K | +0.7% | $23.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Jane Street Group, Llc | 86.48K | +272.0% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 73.01K | -13.7% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 72.00K | +36.9% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 50.00K | Nieuw | $2.12M | 0.0% | New | 1 | SEC ↗ |
| 6 | Corient Private Wealth LP | 54.39K | -38.7% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 28.04K | -1.9% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 22.14K | +84.0% | $938,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Brown Advisory Inc | 16.64K | Nieuw | $705,201 | 0.0% | New | 1 | SEC ↗ |
| 10 | Mariner, LLC | 15.97K | +50.1% | $676,781 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 12.85K | +6.4% | $544,609 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 11.71K | +1.0% | $496,360 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 7.01K | +0.2% | $297,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Quantinno Capital Management LP | 5.54K | Nieuw | $234,686 | 0.0% | New | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 5.33K | Nieuw | $225,844 | 0.0% | New | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.56K | +353.8% | $108,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.56K | +353.8% | $108,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.53K | +18.4% | $107,247 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 2.53K | +18.4% | $107,247 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.81K | -1.0% | $74,141 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cwm, Llc | 1.14K | 0.0% | $48,174 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Us Bancorp \De\ | 824 | 0.0% | $34,913 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 420 | 0.0% | $17,795 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 281 | Nieuw | $11,914 | 0.0% | New | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 26 | Nieuw | $1,102 | 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
| Goldman Sachs Group | $2.12M | 0.0% |
| Brown Advisory Inc | $705,201 | 0.0% |
| Quantinno Capital Management… | $234,686 | 0.0% |
| Envestnet Asset Management Inc | $225,844 | 0.0% |
| Fidelity (FMR) | $11,914 | 0.0% |
| Morgan Stanley | $1,102 | 0.0% |
Verlaten
| Creative Planning | $213,660 | was 0.0% |
| UBS Group AG | $10,577 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 172 houders, 8.95M aandelen, $374.68M 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.