DSM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +5.9% ·
netto nieuwe posities +4.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +2 | 2.44M | $14.99M | +3 | −2 |
| Q1 2026 | 21 | -2 | 2.33M | $14.02M | +1 | −3 |
| Q4 2025 | 23 | -1 | 2.46M | $15.17M | n/a | −1 |
| Q3 2025 | 2 | 0 | 444.73K | $2.63M | n/a | n/a |
| Q2 2025 | 1 | 0 | 14.97K | $83,843 | n/a | n/a |
| Q1 2025 | 1 | 0 | 48.33K | $278,887 | n/a | n/a |
| Q4 2024 | 1 | 0 | 13.70K | $79,591 | n/a | n/a |
| Q3 2024 | 1 | 0 | 17.01K | $105,972 | n/a | n/a |
| Q2 2024 | 1 | n/a | 87.17K | $517,808 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 544.46K | -5.1% | $3.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 447.95K | +9.8% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 268.07K | -4.7% | $1.65M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 4 | Capstone Investment Advisors, Llc | 187.56K | 0.0% | $1.15M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 180.25K | -6.2% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 145.90K | +107.3% | $897,279 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Nuveen, LLC | 136.10K | 0.0% | $837,009 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 98.17K | -5.5% | $603,733 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 88.10K | -4.8% | $541,821 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 63.18K | +1.2% | $388,557 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 62.27K | +1.3% | $382,960 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 60.10K | +166.4% | $369,629 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 38.79K | Nieuw | $238,559 | 0.0% | New | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 21.55K | +3.0% | $132,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 21.43K | -8.0% | $131,825 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 18.82K | -0.4% | $115,721 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 15.17K | +16.3% | $93,271 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 12.76K | Nieuw | $78,474 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mariner, LLC | 11.68K | +0.7% | $71,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cerity Partners LLC | 10.00K | 0.0% | $61,500 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Toronto Dominion Bank | 4.94K | Nieuw | $30,369 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citigroup Inc | 1 | 0.0% | $6 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $238,559 | 0.0% |
| Bank Of Montreal /Can/ | $78,474 | 0.0% |
| Toronto Dominion Bank | $30,369 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $183,089 | was 0.0% |
| Jane Street Group, Llc | $75,437 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 87 houders, 25.33M aandelen, $134.27M 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.