DSU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.4% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.47M | +3.1% | $42.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 706.49K | -3.9% | $6.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 562.10K | -11.8% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 507.22K | +8.8% | $4.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 406.83K | +12.2% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 238.60K | -3.9% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 232.02K | -0.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 125.76K | +3.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | UBS Group AG | 118.23K | -18.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 112.82K | +69.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 112.62K | +2.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 77.90K | -15.9% | $747,104 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Creative Planning | 60.21K | +0.2% | $577,382 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 42.50K | +5.6% | $407,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citigroup Inc | 42.22K | -3.9% | $404,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 32.42K | -40.5% | $310,869 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Susquehanna International Group, Llp | 17.27K | -29.5% | $165,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 15.30K | Nieuw | $146,727 | 0.0% | New | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 11.70K | -81.3% | $112,227 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 1.68K | 0.0% | $16,102 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Cwm, Llc | 1.02K | 0.0% | $9,753 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 578 | Nieuw | $5,543 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 416 | Nieuw | $3,890 | 0.0% | New | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 14 | -91.4% | $134 | 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 | $146,727 | 0.0% |
| Rockefeller Capital… | $5,543 | 0.0% |
| Jones Financial Companies Lllp | $3,890 | 0.0% |
Verlaten
| Envestnet Asset Management Inc | $667,207 | was 0.0% |
| Stifel Financial Corp | $128,509 | was 0.0% |
| Hrt Financial Lp | $104,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 89 houders, 14.94M aandelen, $125.76M 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.