DGRE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +23.5% ·
aandelenstroom +18.6% ·
netto nieuwe posities +19.0%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | 65 | $2,624 | n/a | n/a |
| Q2 2026 | 18 | -2 | 1.45M | $59.26M | n/a | −3 |
| Q1 2026 | 21 | +4 | 1.47M | $48.65M | +5 | −1 |
| Q4 2025 | 17 | +1 | 1.24M | $38.78M | +1 | n/a |
| Q3 2025 | 3 | -1 | 45.25K | $1.30M | n/a | −1 |
| Q2 2025 | 1 | -1 | 3 | $83 | n/a | −1 |
| Q1 2025 | 1 | +1 | 59.10K | $1.44M | +1 | n/a |
| Q2 2024 | 1 | n/a | 16.15K | $426,225 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 670.30K | +2.5% | $22.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 192.56K | +35.8% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 120.96K | -3.8% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 107.29K | -8.2% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Citadel Advisors ✦ | 58.99K | Nieuw | $1.95M | 0.0% | New | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 55.13K | +677.2% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | National Bank Of Canada /Fi/ | 52.64K | -16.4% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 50.98K | Nieuw | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 43.48K | -1.4% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 31.23K | +40.4% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 27.52K | -0.1% | $911,473 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 18.39K | +32.2% | $609,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 17.43K | Nieuw | $577,159 | 0.0% | New | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 11.17K | -6.9% | $370,078 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 8.51K | +6.9% | $281,872 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 823 | 0.0% | $27,260 | 0.0% | Held | 2 | SEC ↗ |
| 17 | UBS Group AG | 476 | Nieuw | $15,767 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS AM, a distinct business unit of… | 476 | Nieuw | $15,767 | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 350 | 0.0% | $11,174 | 0.0% | Held | 3 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 65 | 0.0% | $2,159 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1 | -66.7% | $33 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $1.95M | 0.0% |
| Jane Street Group, Llc | $1.69M | 0.0% |
| Envestnet Asset Management Inc | $577,159 | 0.0% |
| UBS Group AG | $15,767 | 0.0% |
| UBS AM, a distinct business… | $15,767 | 0.0% |
Verlaten
| Northwestern Mutual Wealth… | $42,674 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 55 houders, 2.54M aandelen, $82.00M 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.