Effectdossier · gearchiveerd kwartaal
DMXF
naam in afwachting van profielverwerking
37Gevolgde houders
-2Δ houders
2.07MGehouden aandelen
$155.89MGerapporteerde waarde
+0Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.1% ·
aandelenstroom -10.3% ·
netto nieuwe posities -5.4%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | 0 | 3.85M | $325.37M | +2 | −2 |
| Q1 2026 | 43 | +6 | 3.91M | $294.34M | +7 | −1 |
| Q4 2025 | 37 | -2 | 2.07M | $155.89M | — | −2 |
| Q3 2025 | 6 | +2 | 1.19M | $90.31M | +2 | — |
| Q2 2025 | 2 | -1 | 895.82K | $66.68M | — | −1 |
| Q1 2025 | 1 | +1 | 94.33K | $6.35M | +1 | — |
| Q3 2024 | 1 | +1 | 62.50K | $4.50M | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 844.78K | +2.8% | $63.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Sei Investments Co | 357.56K | — | $26.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 85.03K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 64.05K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 64.05K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 62.80K | -54.5% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 62.80K | -54.5% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 62.80K | -54.5% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 62.45K | — | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 55.41K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 55.41K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 53.38K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 48.56K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | TD Waterhouse Canada Inc. | 43.72K | — | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 40.70K | -8.6% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 40.07K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 39.84K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 39.84K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 39.84K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 39.84K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 33.01K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 29.86K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 29.86K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 29.86K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 29.86K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 23.79K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 23.79K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 22.88K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 20.82K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 20.82K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 20.30K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 19.74K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Creative Planning | 17.01K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 13.94K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Lazard Asset Management Llc | 13.21K | — | $992,788 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 10.85K | — | $815,279 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Franklin Resources Inc | 9.06K | — | $681,175 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cerity Partners LLC | 8.62K | — | $648,030 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 6.92K | -92.3% | $520,002 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 6.92K | -92.3% | $520,002 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 6.92K | -92.3% | $520,002 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Raymond James Financial Inc | 6.36K | — | $478,017 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Raymond James Financial Inc | 6.36K | — | $478,017 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mariner, LLC | 6.33K | — | $475,891 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Mariner, LLC | 6.33K | — | $475,891 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 3.29K | — | $254,993 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 2.97K | — | $223,451 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 2.04K | — | $153,026 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 1.96K | — | $147,614 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 1.10K | — | $82,546 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 679 | — | $50,925 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 660 | — | $49,606 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 363 | — | $27,271 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $4.69M | was 0.0% |
| Baillie Gifford | $2.68M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 243 houders, 7.68M aandelen, $557.72M 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: Q4 2025 ·
Methodologie ·
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