DSL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.9% ·
aandelenstroom +3.4% ·
netto nieuwe posities -6.2%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 45.30K | $448,418 | n/a | n/a |
| Q2 2026 | 29 | -1 | 13.22M | $146.22M | +2 | −4 |
| Q1 2026 | 32 | -2 | 13.50M | $146.21M | +2 | −4 |
| Q4 2025 | 34 | 0 | 13.06M | $147.17M | n/a | n/a |
| Q3 2025 | 1 | -1 | 3.11M | $38.22M | n/a | −1 |
| Q2 2025 | 1 | 0 | 15.84K | $193,869 | n/a | n/a |
| Q1 2025 | 1 | 0 | 3.92K | $49,469 | n/a | n/a |
| Q4 2024 | 1 | -2 | 227.73K | $2.86M | n/a | −2 |
| Q3 2024 | 3 | +2 | 47.68K | $618,939 | +2 | n/a |
| Q2 2024 | 1 | n/a | 9.69K | $121,269 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.65M | +12.5% | $28.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 2.32M | -14.7% | $25.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 1.62M | +255.8% | $17.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 1.08M | -2.5% | $11.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 947.35K | -9.3% | $10.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 933.06K | +5.5% | $10.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 889.34K | +14.9% | $9.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 758.01K | +22.5% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 576.92K | +1.1% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 415.44K | -4.2% | $4.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 320.05K | -18.2% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 246.67K | -0.6% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 153.66K | +12.3% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 106.71K | -53.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | First Trust Advisors Lp | 89.69K | +3.2% | $971,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 79.27K | +38.9% | $858,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 75.12K | +33.0% | $813,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 39.36K | -47.4% | $426,301 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 36.71K | +13.0% | $397,587 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 34.36K | +9.8% | $372,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 31.00K | -0.9% | $335,751 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 23.83K | -16.2% | $258,079 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 19.09K | -67.8% | $204,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 14.51K | Nieuw | $157,187 | 0.0% | New | 1 | SEC ↗ |
| 25 | Nomura Holdings Inc | 12.50K | -43.7% | $135,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 11.82K | -5.8% | $128,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Hrt Financial Lp | 10.35K | -6.2% | $112,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 5.34K | 0.0% | $57,886 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 29 | Cwm, Llc | 5.01K | -20.3% | $54,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 4.56K | -95.1% | $49,237 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 162 | Nieuw | $1,754 | 0.0% | New | 1 | SEC ↗ |
| 32 | Simplex Trading, Llc | 46 | -98.5% | $498 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $157,187 | 0.0% |
| Northwestern Mutual Wealth… | $1,754 | 0.0% |
Verlaten
| Balyasny Asset Management L.P. | $4.69M | was 0.0% |
| Cerity Partners LLC | $579,278 | was 0.0% |
| Captrust Financial Advisors | $126,020 | was 0.0% |
| Jones Financial Companies Lllp | $9,557 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 176 houders, 28.08M aandelen, $263.02M 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.