DPG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.2% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -2 | 6.00M | $89.01M | +1 | −3 |
| Q1 2026 | 25 | +1 | 5.73M | $82.70M | +3 | −2 |
| Q4 2025 | 24 | 0 | 5.63M | $71.50M | — | — |
| Q3 2025 | 2 | 0 | 2.05M | $26.46M | — | — |
| Q2 2025 | 1 | +1 | 14.50K | $179,945 | +1 | — |
| Q4 2024 | 1 | 0 | 14.71K | $171,960 | — | — |
| Q3 2024 | 1 | +1 | 17.68K | $207,540 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.02M | -0.5% | $25.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.02M | -0.5% | $25.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.02M | -0.5% | $25.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.35M | — | $17.20M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.35M | — | $17.20M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Allspring Global Investments… | 498.76K | — | $6.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 421.52K | — | $5.36M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 421.52K | — | $5.36M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 355.58K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 270.43K | — | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 270.43K | — | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 203.37K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 203.37K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 203.37K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 203.37K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | First Trust Advisors Lp | 109.00K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 57.17K | — | $726,685 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 55.91K | — | $710,579 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 55.91K | — | $710,579 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Invesco Ltd. | 50.43K | — | $640,927 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 37.66K | — | $478,730 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 37.20K | — | $472,824 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 31.59K | — | $401,494 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 30.63K | — | $389,296 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 30.63K | — | $389,296 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 23.49K | — | $298,545 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 18.61K | — | $236,476 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 18.31K | — | $232,682 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 12.56K | — | $160,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 12.56K | -13.4% | $159,599 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 1.45K | — | $18,468 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 1.00K | — | $12,710 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 166 | — | $2,110 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citigroup Inc | 1 | — | $13 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 84 houders, 11.47M aandelen, $155.67M 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.