DSEP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.6% · 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 | 19 | +1 | 1.11M | $52.71M | +2 | −1 |
| Q1 2026 | 19 | -1 | 1.12M | $49.17M | +4 | −5 |
| Q4 2025 | 20 | 0 | 1.21M | $54.22M | +1 | −1 |
| Q3 2025 | 2 | 0 | 7.54K | $333,312 | — | — |
| Q2 2025 | 1 | 0 | 13.38K | $567,225 | — | — |
| Q1 2025 | 1 | +1 | 11.44K | $453,931 | +1 | — |
| Q2 2024 | 1 | — | 8.94K | $349,766 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 274.83K | — | $12.34M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 187.12K | — | $8.40M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 116.91K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 113.22K | — | $5.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 110.56K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 99.53K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 99.53K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 87.40K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 87.40K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 68.96K | — | $3.10M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 57.86K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 28.55K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | IMC-Chicago, LLC | 15.19K | — | $682,213 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 13.74K | Nieuw | $617,055 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 11.84K | — | $534,381 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 9.38K | — | $421,082 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 7.87K | — | $353,591 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Barclays Plc | 2.06K | — | $92,327 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.08K | 0.0% | $48,499 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 750 | — | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 563 | — | $25,282 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 12 | — | $539 | 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
| Goldman Sachs Group | $617,055 | 0.0% |
Verlaten
| Citadel Advisors | $285,576 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 108 houders, 3.26M aandelen, $132.53M 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.