DFSU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom +4.6% ·
netto nieuwe posities -4.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 1.93M | +2.5% | $81.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 429.94K | -11.0% | $17.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 383.19K | +32.2% | $15.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Corient Private Wealth LP | 213.77K | -36.6% | $7.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 167.72K | +14.3% | $6.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Brown Advisory Inc | 122.13K | +221.1% | $5.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 98.81K | +2.2% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 85.44K | +9.5% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Jane Street Group, Llc | 49.29K | +356.0% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 35.93K | -2.0% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 31.75K | -28.8% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Quantinno Capital Management LP | 26.31K | +15.0% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 25.15K | +121.7% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 24.90K | +15.4% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 24.37K | +1090.3% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 24.23K | +18.4% | $966,817 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 21.50K | +23.1% | $883,458 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Bank Of America Corp /De/ | 19.06K | -5.7% | $783,216 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 14.82K | +81.7% | $608,979 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 7.90K | Nieuw | $324,693 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 5.10K | +166.3% | $209,656 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Bank Of Montreal /Can/ | 4.25K | 0.0% | $174,715 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 868 | -5.2% | $35,666 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 388 | 0.0% | $15,943 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 185 | 0.0% | $7,602 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $324,693 | 0.0% |
Verlaten
| Creative Planning | $257,782 | was 0.0% |
| UBS Group AG | $15,505 | 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.