DFSI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.3% ·
aandelenstroom +2.4% ·
netto nieuwe posities -4.5%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +2 | 2.60M | $117.10M | +2 | — |
| Q1 2026 | 25 | +3 | 2.45M | $104.14M | +5 | −2 |
| Q4 2025 | 22 | -1 | 2.16M | $92.80M | — | −1 |
| Q3 2025 | 4 | +1 | 89.76K | $3.68M | +1 | — |
| Q1 2025 | 1 | 0 | 189.15K | $6.60M | — | — |
| Q4 2024 | 1 | 0 | 10.14K | $333,099 | +1 | −1 |
| Q3 2024 | 1 | +1 | 11.16K | $398,841 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.17M | — | $50.00M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 184.31K | — | $7.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 184.31K | — | $7.90M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 184.31K | — | $7.90M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 172.08K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 131.33K | +80.1% | $5.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 123.28K | — | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 86.06K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 86.06K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 65.60K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 47.68K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cerity Partners LLC | 43.41K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 39.06K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 28.00K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 16.57K | — | $710,079 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 12.57K | — | $538,776 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 9.96K | — | $426,716 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 9.96K | — | $426,716 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 9.56K | — | $409,498 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Brown Advisory Inc | 8.26K | — | $353,728 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 6.40K | +2077.9% | $274,364 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 6.40K | +2077.9% | $274,364 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 5.93K | — | $254,114 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 2.12K | -49.7% | $90,667 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 1.28K | — | $55,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 522 | — | $22,365 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 299 | — | $12,811 | 0.0% | n/c | 1 | 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
| Goldman Sachs Group | $505,038 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 226 houders, 16.11M aandelen, $674.64M 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.