DFSU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.1% ·
aandelenstroom -0.4% ·
netto nieuwe posities -7.7%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 454.30K | $21.75M | n/a | n/a |
| Q2 2026 | 28 | +4 | 4.14M | $193.40M | +6 | −3 |
| Q1 2026 | 25 | -1 | 3.75M | $154.84M | +1 | −2 |
| Q4 2025 | 26 | -2 | 3.58M | $156.11M | n/a | −2 |
| Q3 2025 | 4 | 0 | 36.70K | $1.56M | n/a | n/a |
| Q2 2025 | 2 | +2 | 16.28K | $638,873 | +2 | n/a |
| Q4 2024 | 1 | 0 | 24.30K | $920,856 | n/a | n/a |
| Q3 2024 | 1 | -1 | 42.19K | $1.57M | n/a | −1 |
| Q2 2024 | 2 | n/a | 27.36K | $953,909 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.88M | n/a | $81.86M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 483.03K | n/a | $21.40M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 337.45K | n/a | $14.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Mercer Global Advisors Inc /Adv | 289.76K | n/a | $12.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 146.70K | n/a | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 96.65K | n/a | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 78.05K | n/a | $3.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Mml Investors Services, Llc | 44.58K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Brown Advisory Inc | 38.04K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 36.68K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Quantinno Capital Management LP | 22.88K | n/a | $993,852 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 21.58K | n/a | $937,133 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 20.46K | -14.1% | $888,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 20.21K | n/a | $877,763 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 17.47K | n/a | $758,750 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | HighTower Advisors, LLC | 11.35K | n/a | $492,704 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 10.81K | n/a | $469,391 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 8.15K | n/a | $354,157 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 5.94K | n/a | $257,782 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 4.25K | n/a | $184,664 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.05K | n/a | $89,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.92K | +191500.0% | $83,225 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Qube Research & Technologies Ltd | 916 | n/a | $39,782 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 388 | n/a | $16,851 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 357 | n/a | $15,505 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 185 | n/a | $8,035 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $298,965 | was 0.0% |
| AQR Capital Management | $248,422 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 255 houders, 34.25M aandelen, $1.39B 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.