DFVX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -17.6% ·
aandelenstroom +30.0% ·
netto nieuwe posities -20.0%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | 0 | 430.15K | $35.68M | +2 | −2 |
| Q1 2026 | 14 | -3 | 406.27K | $30.31M | +1 | −4 |
| Q4 2025 | 17 | +1 | 297.05K | $22.48M | +1 | — |
| Q3 2025 | 2 | 0 | 45.38K | $3.30M | — | — |
| Q2 2025 | 1 | +1 | 23.34K | $1.61M | +1 | — |
| Q4 2024 | 1 | +1 | 11.30K | $737,776 | +1 | — |
| Q2 2024 | 1 | — | 9.31K | $578,555 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 322.12K | +50.5% | $24.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Susquehanna International Group, Llp | 48.09K | +82.7% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 48.09K | +82.7% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 17.68K | -53.9% | $1.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 8.64K | +7.2% | $642,085 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 3.78K | +0.3% | $280,860 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 1.96K | +27.7% | $145,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 1.72K | Nieuw | $127,420 | 0.0% | New | 1 | SEC ↗ |
| 9 | Cwm, Llc | 1.08K | 0.0% | $80,018 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 555 | +11.0% | $41,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 555 | +11.0% | $41,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 378 | +540.7% | $28,084 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 125 | -72.0% | $9,287 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 114 | -88.4% | $8,470 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Citigroup Inc | 32 | -3.0% | $2,378 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 0 | — | $12 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Northwestern Mutual Wealth… | $127,420 | 0.0% |
Verlaten
| Wells Fargo & Company/Mn | $111,748 | was 0.0% |
| Royal Bank Of Canada | $24,000 | was 0.0% |
| UBS Group AG | $7,361 | was 0.0% |
| Jones Financial Companies Lllp | $0 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 41 houders, 5.81M aandelen, $456.46M 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.