DSTL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.7% ·
aandelenstroom -2.2% ·
netto nieuwe posities -2.8%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +2 | 5.87M | $351.09M | +4 | −2 |
| Q1 2026 | 39 | +3 | 5.45M | $311.10M | +5 | −2 |
| Q4 2025 | 36 | -1 | 6.30M | $373.71M | +1 | −2 |
| Q3 2025 | 5 | -1 | 347.29K | $20.13M | n/a | −1 |
| Q2 2025 | 3 | 0 | 7.05K | $390,380 | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.49K | $297,832 | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.81K | $319,217 | n/a | n/a |
| Q3 2024 | 1 | -1 | 5.81K | $329,715 | n/a | −1 |
| Q2 2024 | 2 | n/a | 14.55K | $747,879 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 2.53M | n/a | $151.58M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 901.47K | n/a | $53.10M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 662.75K | n/a | $39.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 577.13K | n/a | $33.99M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 448.15K | n/a | $26.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cerity Partners LLC | 317.95K | n/a | $18.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 187.21K | n/a | $11.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Captrust Financial Advisors | 160.13K | n/a | $9.43M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 146.92K | -40.3% | $8.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 76.82K | n/a | $4.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 48.00K | Nieuw | $2.83M | 0.0% | New | 1 | SEC ↗ |
| 12 | Qube Research & Technologies Ltd | 43.91K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 41.49K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 20.07K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 18.83K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cibc World Market Inc. | 17.82K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 12.17K | n/a | $716,974 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 10.53K | n/a | $620,421 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mml Investors Services, Llc | 9.52K | n/a | $560,609 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 9.46K | n/a | $557,017 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 9.03K | -18.7% | $531,690 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Bank Of America Corp /De/ | 8.97K | n/a | $528,215 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Quantinno Capital Management LP | 8.38K | n/a | $493,464 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 7.22K | n/a | $425,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | UBS Group AG | 5.91K | n/a | $348,276 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Us Bancorp \De\ | 5.78K | n/a | $340,265 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 4.29K | n/a | $252,681 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 4.05K | n/a | $238,722 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 2.14K | n/a | $126,009 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 2.02K | n/a | $119,132 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 1.86K | n/a | $109,495 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Pnc Financial Services Group, Inc. | 626 | n/a | $36,871 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 250 | -7.1% | $14,753 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 216 | n/a | $12,722 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 110 | n/a | $6,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 76 | n/a | $4,492 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $2.83M | 0.0% |
Verlaten
| Goldman Sachs Group | $4.56M | was 0.0% |
| Citadel Advisors | $635,647 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 144 houders, 23.40M aandelen, $1.32B 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.