Effectdossier · gearchiveerd kwartaal
DSL
naam in afwachting van profielverwerking
30Gevolgde houders
-1Δ houders
13.66MGehouden aandelen
$151.12MGerapporteerde waarde
+2Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.2% ·
aandelenstroom +1.2% ·
netto nieuwe posities -3.3%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -1 | 13.66M | $151.12M | +2 | −3 |
| Q1 2026 | 32 | -2 | 13.50M | $146.21M | +2 | −4 |
| Q4 2025 | 34 | 0 | 13.06M | $147.17M | — | — |
| Q3 2025 | 1 | -1 | 3.11M | $38.22M | — | −1 |
| Q2 2025 | 1 | 0 | 15.84K | $193,869 | — | — |
| Q1 2025 | 1 | 0 | 3.92K | $49,469 | — | — |
| Q4 2024 | 1 | -2 | 227.73K | $2.86M | — | −2 |
| Q3 2024 | 3 | +2 | 47.68K | $618,939 | +2 | — |
| Q2 2024 | 1 | — | 9.69K | $121,269 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.67M | +0.8% | $29.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.67M | +0.8% | $29.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.38M | +2.5% | $26.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.38M | +2.5% | $26.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.05M | +27.1% | $22.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 1.13M | +4.3% | $12.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 1.03M | +10.1% | $11.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 777.13K | -12.6% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 777.13K | -12.6% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 777.13K | -12.6% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 694.46K | -8.4% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 694.46K | -8.4% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 588.41K | +2.0% | $6.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 500.21K | -47.2% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 500.21K | -47.2% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 500.21K | -47.2% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 442.79K | +6.6% | $4.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 348.91K | +9.0% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 259.56K | +5.2% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 210.92K | +37.3% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 210.92K | +37.3% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | First Trust Advisors Lp | 91.96K | +2.5% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 88.10K | +17.3% | $974,408 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 68.51K | -13.6% | $757,704 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 67.48K | +71.4% | $746,329 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 67.48K | +71.4% | $746,329 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 51.20K | +168.2% | $565,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 42.11K | +14.7% | $465,778 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 33.55K | -2.4% | $371,027 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mariner, LLC | 31.34K | +1.1% | $346,664 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 26.81K | +12.5% | $296,474 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 25.34K | Nieuw | $280,205 | 0.0% | New | 1 | SEC ↗ |
| 33 | Nomura Holdings Inc | 20.00K | +60.0% | $221,200 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 15.90K | +9.6% | $175,865 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 13.86K | +17.2% | $153,322 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 5.34K | 0.0% | $59,116 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 5.34K | 0.0% | $59,116 | 0.0% | Held | 3 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 4.56K | 0.0% | $50,286 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Group One Trading Llc | 3.10K | Nieuw | $34,297 | 0.0% | New | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 162 | 0.0% | $1,792 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $280,205 | 0.0% |
| Group One Trading Llc | $34,297 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.16M | was 0.0% |
| Hrt Financial Lp | $112,000 | was 0.0% |
| Simplex Trading, Llc | $498 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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