Effectdossier · gearchiveerd kwartaal
DMXF
naam in afwachting van profielverwerking
41Gevolgde houders
0Δ houders
3.78MGehouden aandelen
$319.57MGerapporteerde waarde
+2Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.2% · netto nieuwe posities -2.4% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.12M | +0.9% | $94.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 774.64K | -7.9% | $65.53M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 416.77K | +15.9% | $35.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Sei Investments Co | 389.78K | +4.2% | $32.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 211.76K | +0.5% | $17.77M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Susquehanna International Group, Llp | 125.36K | -11.7% | $10.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 113.05K | +1.8% | $9.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 69.21K | +24.0% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 59.38K | +22.5% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 10 | UBS Group AG | 53.99K | -0.2% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | TD Waterhouse Canada Inc. | 43.72K | 0.0% | $3.65M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 42.39K | -2.2% | $3.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 35.68K | +20.8% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Assetmark, Inc | 30.95K | +5.3% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 30.12K | +49.7% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 26.96K | +12.9% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Northwestern Mutual Wealth… | 23.00K | +4.0% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 22.62K | +2.9% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 22.17K | +4.4% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Brown Advisory Inc | 22.05K | +451.1% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 18.93K | +13.9% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 17.67K | -68.2% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 15.48K | -3.7% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 14.66K | -3.2% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Franklin Resources Inc | 13.94K | 0.0% | $1.18M | 0.0% | Held | 3 | SEC ↗ |
| 26 | Lazard Asset Management Llc | 13.21K | 0.0% | $1.12M | 0.0% | Held | 3 | SEC ↗ |
| 27 | Raymond James Financial Inc | 12.99K | +1.0% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Morgan Stanley ✦ | 9.52K | +4.7% | $805,082 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 29 | Cerity Partners LLC | 8.77K | -51.8% | $741,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 8.14K | Nieuw | $687,646 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mariner, LLC | 3.02K | -69.3% | $255,154 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 2.97K | 0.0% | $251,516 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 2.65K | +23.9% | $220,598 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Us Bancorp \De\ | 2.00K | 0.0% | $169,369 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 1.93K | +14.8% | $163,447 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.16K | +5.6% | $98,272 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 827 | 0.0% | $69,964 | 0.0% | Held | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 664 | 0.0% | $56,174 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 331 | -2.6% | $28,022 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 209 | -69.2% | $17,633 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 51 | Nieuw | $4,315 | 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
| Wealth Enhancement Advisory… | $687,646 | 0.0% |
| Russell Investments Group… | $4,315 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $4.80M | was 0.0% |
| Corient Private Wealth LP | $2.49M | was 0.0% |
| Toronto Dominion Bank | $2,414 | 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: Q2 2026 ·
Methodologie ·
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