Effectdossier · gearchiveerd kwartaal
DMLP
naam in afwachting van profielverwerking
39Gevolgde houders
+5Δ houders
3.07MGehouden aandelen
$83.16MGerapporteerde waarde
+8Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.7% ·
aandelenstroom +11.6% ·
netto nieuwe posities +12.8%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -1 | 2.66M | $67.23M | +4 | −5 |
| Q1 2026 | 39 | +5 | 3.07M | $83.16M | +8 | −3 |
| Q4 2025 | 34 | 0 | 2.75M | $61.47M | — | — |
| Q3 2025 | 6 | -1 | 1.12M | $28.98M | — | −1 |
| Q2 2025 | 4 | 0 | 149.45K | $4.16M | — | — |
| Q1 2025 | 2 | -1 | 197.89K | $5.95M | — | −1 |
| Q4 2024 | 3 | +1 | 100.75K | $3.36M | +1 | — |
| Q3 2024 | 2 | 0 | 43.78K | $1.32M | — | — |
| Q2 2024 | 2 | — | 73.93K | $2.28M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.78M | +14.0% | $48.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.78M | +14.0% | $48.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.78M | +14.0% | $48.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.78M | +14.0% | $48.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.78M | +14.0% | $48.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | First Trust Advisors Lp | 173.03K | +24.6% | $4.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 148.85K | -3.5% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 125.72K | +1.5% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 122.60K | +14.9% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 122.60K | +14.9% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Hrt Financial Lp | 95.45K | +251.0% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 82.70K | -10.5% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 82.70K | -10.5% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 80.80K | +31.5% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 55.14K | +65.1% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Invesco Ltd. | 46.30K | Nieuw | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 33.22K | -75.6% | $900,181 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 18 | Geode Capital Management ✦ (passief) | 29.47K | 0.0% | $798,718 | 0.0% | Held | 8 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 28.04K | -4.4% | $759,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 28.04K | -4.4% | $759,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 24.91K | +4.7% | $675,204 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 24.91K | +4.7% | $675,204 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 23.74K | -62.5% | $643,435 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 23.74K | -62.5% | $643,435 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 23.66K | +11.9% | $641,117 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 21.73K | +10.0% | $588,829 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cwm, Llc | 21.32K | +1.8% | $577,772 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Lido Advisors, LLC | 16.39K | 0.0% | $444,114 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Amundi | 15.54K | Nieuw | $421,188 | 0.0% | New | 1 | SEC ↗ |
| 30 | Citigroup Inc | 15.03K | +24941.7% | $407,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 13.06K | +33.8% | $353,839 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 12.53K | Nieuw | $339,428 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 12.53K | Nieuw | $339,428 | 0.0% | New | 1 | SEC ↗ |
| 34 | Tidal Investments LLC | 11.78K | +23.6% | $319,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Creative Planning | 9.81K | +1.0% | $265,952 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 9.48K | -0.7% | $256,922 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 9.47K | Nieuw | $256,610 | 0.0% | New | 1 | SEC ↗ |
| 38 | Corient Private Wealth LP | 7.78K | Nieuw | $210,702 | 0.0% | New | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 7.71K | Nieuw | $208,980 | 0.0% | New | 1 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 7.71K | Nieuw | $208,980 | 0.0% | New | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 6.58K | 0.0% | $178,182 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 5.07K | 0.0% | $137,397 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 5.07K | 0.0% | $137,397 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 4.43K | 0.0% | $124,262 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 2.00K | 0.0% | $54,200 | 0.0% | Held | 2 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 1.87K | Nieuw | $51,097 | 0.0% | New | 1 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 1.70K | -50.2% | $46,178 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 1.70K | -50.2% | $46,178 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | BlackRock ✦ (passief) | 1.39K | 0.0% | $37,710 | 0.0% | Held | 4 | SEC ↗ |
| 50 | Barclays Plc | 904 | +278.2% | $24,498 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 500 | 0.0% | $13,940 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Group One Trading Llc | 13 | Nieuw | $352 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Invesco Ltd. | $1.25M | 0.0% |
| Amundi | $421,188 | 0.0% |
| Rockefeller Capital… | $339,428 | 0.0% |
| Rockefeller Capital… | $339,428 | 0.0% |
| Mercer Global Advisors Inc… | $256,610 | 0.0% |
| Corient Private Wealth LP | $210,702 | 0.0% |
| Bank of New York Mellon Corp | $208,980 | 0.0% |
| Bank of New York Mellon Corp | $208,980 | 0.0% |
| TD Waterhouse Canada Inc. | $51,097 | 0.0% |
| Group One Trading Llc | $352 | 0.0% |
Verlaten
| Susquehanna International… | $539,122 | was 0.0% |
| Bnp Paribas Financial Markets | $61,960 | was 0.0% |
| Simplex Trading, Llc | $37,698 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 148 houders, 10.56M aandelen, $282.41M 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.
Open-market aankopen (P)
Aug 19
MORIYAMA LESLIE A
Officer · Chief Financial… · 5.20K aand @ 28.30 · $147,075
Open-market verkopen (S)
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Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
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: Q1 2026 ·
Methodologie ·
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