Effectdossier
DFSU
naam in afwachting van profielverwerking
29Gevolgde houders
+4Δ houders
4.17MGehouden aandelen
$194.66MGerapporteerde waarde
+6Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.0% ·
aandelenstroom +11.2% ·
netto nieuwe posities +13.8%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +4 | 4.17M | $194.66M | +6 | −2 |
| Q1 2026 | 25 | -1 | 3.75M | $154.84M | +1 | −2 |
| Q4 2025 | 26 | -2 | 3.58M | $156.11M | — | −2 |
| Q3 2025 | 4 | 0 | 36.70K | $1.56M | — | — |
| Q2 2025 | 2 | +2 | 16.28K | $638,873 | +2 | — |
| Q4 2024 | 1 | 0 | 24.30K | $920,856 | — | — |
| Q3 2024 | 1 | -1 | 42.19K | $1.57M | — | −1 |
| Q2 2024 | 2 | — | 27.36K | $953,909 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.16M | +11.8% | $100.75M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 460.20K | +20.1% | $21.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 415.68K | -3.3% | $19.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Corient Private Wealth LP | 206.97K | -3.2% | $9.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 185.05K | +10.3% | $8.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Brown Advisory Inc | 129.06K | +5.7% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 101.25K | +2.5% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 96.53K | +13.0% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 96.53K | +13.0% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 66.61K | +209.8% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 66.61K | +209.8% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 66.61K | +209.8% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 48.08K | +97.3% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 46.14K | +90.4% | $2.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 46.14K | +90.4% | $2.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Cerity Partners LLC | 45.03K | Nieuw | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 45.03K | Nieuw | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 32.78K | -8.8% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 27.04K | +7.5% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 26.95K | +241.1% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 25.49K | -3.1% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mariner, LLC | 20.72K | -16.8% | $966,080 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mariner, LLC | 20.72K | -16.8% | $966,080 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 16.98K | -46.5% | $791,791 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 14.62K | -1.3% | $681,887 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 13.02K | +6937.8% | $607,123 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 6.91K | Nieuw | $322,027 | 0.0% | New | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 5.22K | Nieuw | $243,455 | 0.0% | New | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 4.88K | Nieuw | $227,648 | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 4.17K | -2.0% | $194,307 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Kayne Anderson Rudnick Investment… | 3.35K | Nieuw | $156,461 | 0.0% | New | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 2.90K | -43.1% | $135,274 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.90K | -43.1% | $135,274 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 2.90K | -43.1% | $135,274 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 2.90K | -43.1% | $135,274 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 632 | -27.2% | $29,470 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | UBS Group AG | 538 | Nieuw | $25,087 | 0.0% | New | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 388 | 0.0% | $18,092 | 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
| Cerity Partners LLC | $2.10M | 0.0% |
| Cerity Partners LLC | $2.10M | 0.0% |
| Cetera Investment Advisers | $322,027 | 0.0% |
| AQR Capital Management | $243,455 | 0.0% |
| Citadel Advisors | $227,648 | 0.0% |
| Kayne Anderson Rudnick… | $156,461 | 0.0% |
| UBS Group AG | $25,087 | 0.0% |
Verlaten
| Jane Street Group, Llc | $2.03M | was 0.0% |
| Bank Of America Corp /De/ | $783,216 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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