DPG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.7% ·
aandelenstroom +5.1% ·
netto nieuwe posities -14.3%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.96M | +1.4% | $29.13M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 1.43M | +2.7% | $21.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Allspring Global Investments… | 806.50K | +29.1% | $11.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 424.17K | -0.1% | $6.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 335.66K | +45.8% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 270.31K | -27.8% | $4.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 268.33K | -0.8% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | First Trust Advisors Lp | 170.49K | +24.4% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 67.58K | +19.3% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 47.40K | +32.6% | $703,388 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Invesco Ltd. | 46.16K | -8.5% | $684,940 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 40.43K | +101.1% | $599,987 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 35.79K | -2.4% | $531,140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 31.87K | -4.2% | $472,942 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 21.32K | -0.8% | $316,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 8.31K | -5.5% | $123,291 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 4.00K | Nieuw | $59,360 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fifth Third Bancorp | 2.17K | 0.0% | $32,218 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 1.45K | 0.0% | $21,563 | 0.0% | Held | 3 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 114 | 0.0% | $1,692 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Citigroup Inc | 1 | 0.0% | $15 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Rockefeller Capital… | $59,360 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $480,794 | was 0.0% |
| Citadel Advisors | $209,467 | was 0.0% |
| Susquehanna International… | $182,767 | was 0.0% |
| Us Bancorp \De\ | $14,440 | was 0.0% |
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.