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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.41K | $857,909 | n/a | n/a |
| 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 | n/a | n/a |
| Q2 2025 | 1 | 0 | 13.38K | $567,225 | n/a | n/a |
| Q1 2025 | 1 | +1 | 11.44K | $453,931 | +1 | n/a |
| Q2 2024 | 1 | n/a | 8.94K | $349,766 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 274.83K | n/a | $12.34M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 187.12K | n/a | $8.40M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 116.91K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 113.22K | n/a | $5.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 110.56K | n/a | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 99.53K | n/a | $4.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 87.40K | n/a | $3.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 68.96K | n/a | $3.10M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 57.86K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 28.55K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | IMC-Chicago, LLC | 15.19K | n/a | $682,213 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 13.74K | Nieuw | $617,055 | 0.0% | New | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 11.84K | n/a | $534,381 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 9.38K | n/a | $421,082 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 7.87K | n/a | $353,591 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Barclays Plc | 2.06K | n/a | $92,327 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.08K | 0.0% | $48,499 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 750 | n/a | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 563 | n/a | $25,282 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 12 | n/a | $539 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.