Effectdossier · gearchiveerd kwartaal
DSTL
naam in afwachting van profielverwerking
39Gevolgde houders
+3Δ houders
5.45MGehouden aandelen
$311.10MGerapporteerde waarde
+5Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom -13.5% ·
netto nieuwe posities +7.7%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| 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 | — | −1 |
| Q2 2025 | 3 | 0 | 7.05K | $390,380 | — | — |
| Q1 2025 | 1 | 0 | 5.49K | $297,832 | — | — |
| Q4 2024 | 1 | 0 | 5.81K | $319,217 | — | — |
| Q3 2024 | 1 | -1 | 5.81K | $329,715 | — | −1 |
| Q2 2024 | 2 | — | 14.55K | $747,879 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 1.82M | -28.0% | $101.38M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 797.26K | -11.6% | $46.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 645.11K | -2.7% | $37.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 645.11K | -2.7% | $37.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 645.11K | -2.7% | $37.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 541.63K | -6.2% | $31.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 450.83K | +0.6% | $26.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 311.40K | -2.1% | $18.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 311.40K | -2.1% | $18.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 177.80K | +21.0% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 177.80K | +21.0% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 173.15K | -7.5% | $10.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 156.29K | -2.4% | $9.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 70.72K | -7.9% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 70.72K | -7.9% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Qube Research & Technologies Ltd | 40.51K | -7.7% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 39.38K | +96.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 35.04K | -15.5% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 28.17K | +289.9% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cibc World Market Inc. | 19.55K | +9.7% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 18.83K | 0.0% | $1.09M | 0.0% | Held | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 12.89K | Nieuw | $746,311 | 0.0% | New | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 12.01K | +33.0% | $694,861 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 12.01K | +33.0% | $694,861 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 12.01K | +33.0% | $694,861 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 11.42K | Nieuw | $660,758 | 0.0% | New | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 11.04K | +15.9% | $638,677 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 10.69K | +1.5% | $618,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Truist Financial Corp | 10.69K | +1.5% | $618,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 10.10K | -17.1% | $584,310 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 7.94K | -5.2% | $459,451 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 6.69K | Nieuw | $387,101 | 0.0% | New | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 5.83K | +0.9% | $337,267 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | UBS Group AG | 5.50K | -6.9% | $318,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | UBS Group AG | 5.50K | -6.9% | $318,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 5.10K | +18.9% | $295,246 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 4.43K | Nieuw | $256,293 | 0.0% | New | 1 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 3.84K | -5.2% | $222,433 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 3.84K | -57.2% | $222,086 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Jane Street Group, Llc | 3.64K | -61.5% | $210,452 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 2.03K | +0.3% | $117,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Cwm, Llc | 1.32K | +1096.4% | $76,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 899 | -58.0% | $52,050 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 626 | 0.0% | $36,233 | 0.0% | Held | 2 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 460 | Nieuw | $26,625 | 0.0% | New | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 251 | +0.4% | $14,555 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 251 | +0.4% | $14,555 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Assetmark, Inc | 216 | 0.0% | $12,502 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 1 | -98.7% | $32 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| AQR Capital Management | $746,311 | 0.0% |
| Goldman Sachs Group | $660,758 | 0.0% |
| Citadel Advisors | $387,101 | 0.0% |
| Creative Planning | $256,293 | 0.0% |
| UBS AM, a distinct business… | $26,625 | 0.0% |
Verlaten
| Two Sigma Investments | $2.83M | was 0.0% |
| Jones Financial Companies Lllp | $109,495 | 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.
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: Q1 2026 ·
Methodologie ·
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