DSEP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom -7.4% ·
netto nieuwe posities -5.3%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 298.70K | +8.7% | $13.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 126.83K | +8.5% | $5.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cwm, Llc | 125.93K | -32.7% | $5.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 91.03K | -19.6% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 88.46K | -20.0% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 87.00K | -0.5% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 87.00K | -0.5% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 78.87K | -20.8% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 78.87K | -20.8% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 67.55K | -2.0% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 59.61K | +3.0% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 27.13K | -5.0% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 17.05K | Nieuw | $749,589 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 12.73K | Nieuw | $551,693 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 11.84K | 0.0% | $523,477 | 0.0% | Held | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 9.38K | 0.0% | $412,226 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 7.55K | -4.2% | $331,734 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 4.90K | Nieuw | $215,544 | 0.0% | New | 1 | SEC ↗ |
| 19 | Barclays Plc | 2.64K | +28.2% | $115,883 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.08K | 0.0% | $47,479 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 400 | Nieuw | $17,360 | 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
| Citadel Advisors | $749,589 | 0.0% |
| JPMorgan Chase | $551,693 | 0.0% |
| Mercer Global Advisors Inc… | $215,544 | 0.0% |
| Jones Financial Companies Lllp | $17,360 | 0.0% |
Verlaten
| IMC-Chicago, LLC | $682,213 | was 0.0% |
| Goldman Sachs Group | $617,055 | was 0.0% |
| Royal Bank Of Canada | $34,000 | was 0.0% |
| UBS Group AG | $25,282 | was 0.0% |
| Assetmark, Inc | $539 | 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.