DFSI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.6% ·
aandelenstroom +13.3% ·
netto nieuwe posities +12.0%
— 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 | 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 | 1.16M | -0.2% | $50.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Jane Street Group, Llc | 275.28K | +883.0% | $11.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 182.88K | +48.4% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 151.86K | -11.8% | $6.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 104.20K | +21.1% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 104.20K | +21.1% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Corient Private Wealth LP | 127.03K | -31.1% | $4.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Brown Advisory Inc | 97.80K | +1084.6% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 58.63K | Nieuw | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 58.63K | Nieuw | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 58.63K | Nieuw | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 51.27K | +7.5% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 43.61K | +11.7% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cerity Partners LLC | 43.50K | +0.2% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 30.16K | -54.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 29.48K | +77.9% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 17.75K | Nieuw | $752,685 | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 11.32K | +13.6% | $479,825 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 11.32K | +13.6% | $479,825 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 10.66K | -15.3% | $451,814 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mariner, LLC | 9.56K | 0.0% | $405,244 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 9.00K | +600.7% | $381,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 9.00K | +600.7% | $381,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 8.30K | Nieuw | $352,077 | 0.0% | New | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 6.70K | +4.6% | $283,881 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 6.70K | +4.6% | $283,881 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 6.29K | +6.0% | $266,495 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 6.11K | Nieuw | $258,894 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2.09K | -1.4% | $85,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 299 | 0.0% | $12,678 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Cwm, Llc | 70 | Nieuw | $2,968 | 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
| Bank of New York Mellon Corp | $2.49M | 0.0% |
| Bank of New York Mellon Corp | $2.49M | 0.0% |
| Bank of New York Mellon Corp | $2.49M | 0.0% |
| Susquehanna International… | $752,685 | 0.0% |
| Envestnet Asset Management Inc | $352,077 | 0.0% |
| Quantinno Capital Management… | $258,894 | 0.0% |
| Cwm, Llc | $2,968 | 0.0% |
Verlaten
| Citadel Advisors | $5.63M | was 0.0% |
| Bank Of America Corp /De/ | $22,365 | 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.