DFSE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.5% ·
aandelenstroom +1.4% ·
netto nieuwe posities +4.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 569.43K | +6.0% | $27.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 84.06K | +16.8% | $4.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 66.53K | -8.9% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cerity Partners LLC | 65.09K | +132.1% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 65.09K | +132.1% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 59.02K | +18.0% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 59.02K | +18.0% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Corient Private Wealth LP | 53.53K | -1.6% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Brown Advisory Inc | 24.65K | +48.1% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 22.64K | +2.2% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 14.98K | -82.7% | $732,068 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 14.64K | +13.9% | $715,487 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 11.84K | +1.1% | $578,670 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 7.02K | +0.2% | $343,250 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 6.41K | +20.3% | $313,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 5.54K | 0.0% | $270,744 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Creative Planning | 4.76K | Nieuw | $232,510 | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 3.11K | +22.9% | $152,054 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 3.11K | +22.9% | $152,054 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.80K | +9.6% | $137,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.80K | +9.6% | $137,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.80K | -0.6% | $86,590 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Kayne Anderson Rudnick Investment… | 1.45K | Nieuw | $69,621 | 0.0% | New | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 824 | 0.0% | $40,277 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 420 | 0.0% | $20,529 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 281 | 0.0% | $13,744 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 26 | 0.0% | $1,271 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Creative Planning | $232,510 | 0.0% |
| Kayne Anderson Rudnick… | $69,621 | 0.0% |
Verlaten
| Mariner, LLC | $676,781 | 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.