DSU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.7% ·
aandelenstroom -0.7% ·
netto nieuwe posities +8.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.44M | -0.6% | $43.11M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 696.29K | -1.4% | $6.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Invesco Ltd. | 554.59K | -1.3% | $5.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 552.61K | +8.9% | $5.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 390.63K | -4.0% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 226.49K | -2.4% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 221.75K | -7.1% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 131.91K | +4.9% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | UBS Group AG | 118.22K | 0.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 116.70K | +3.6% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 75.05K | -33.5% | $727,990 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 73.41K | -5.8% | $712,131 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Creative Planning | 60.07K | -0.2% | $582,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citigroup Inc | 42.25K | +0.1% | $409,851 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 36.58K | -13.9% | $354,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Lido Advisors, LLC | 24.23K | Nieuw | $235,080 | 0.0% | New | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 22.47K | -30.7% | $217,969 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Fifth Third Bancorp | 15.30K | 0.0% | $148,410 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 11.70K | 0.0% | $113,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Hrt Financial Lp | 10.96K | Nieuw | $106,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 10.87K | Nieuw | $105,443 | 0.0% | New | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 3.17K | +448.3% | $30,745 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 2.25K | +34.1% | $21,844 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 221 | -46.9% | $2,159 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 14 | 0.0% | $136 | 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
| Lido Advisors, LLC | $235,080 | 0.0% |
| Hrt Financial Lp | $106,000 | 0.0% |
| Focus Partners Wealth | $105,443 | 0.0% |
Verlaten
| Susquehanna International… | $165,648 | 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.