DFSI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom +6.0% ·
netto nieuwe posities +7.7%
— 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 | 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 | 1.22M | +4.6% | $54.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 248.54K | +35.9% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 228.45K | +289.6% | $10.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 228.45K | +289.6% | $10.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 228.45K | +289.6% | $10.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 156.53K | +3.1% | $7.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Corient Private Wealth LP | 117.84K | -7.2% | $5.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Brown Advisory Inc | 104.11K | +6.5% | $4.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 99.01K | -5.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 99.01K | -5.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 86.25K | -68.7% | $3.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cerity Partners LLC | 84.22K | +93.6% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cerity Partners LLC | 84.22K | +93.6% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 51.22K | +17.4% | $2.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 50.59K | -1.3% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 30.53K | +3.6% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 22.88K | +102.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 22.88K | +102.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 22.88K | +102.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 20.64K | -31.6% | $931,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 11.07K | +3.9% | $499,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 9.81K | +18.1% | $442,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 9.68K | +1.2% | $436,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 8.43K | -52.5% | $380,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 7.64K | -15.1% | $344,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 6.89K | +3.0% | $310,983 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 6.89K | +3.0% | $310,983 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 6.70K | Nieuw | $302,080 | 0.0% | New | 1 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 5.44K | -11.0% | $245,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 5.14K | -18.1% | $232,020 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Kayne Anderson Rudnick Investment… | 2.82K | Nieuw | $127,186 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.13K | +2.2% | $96,013 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 299 | 0.0% | $13,485 | 0.0% | Held | 3 | 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 | $302,080 | 0.0% |
| Kayne Anderson Rudnick… | $127,186 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
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.