DTCR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.9% ·
aandelenstroom +3.9% ·
netto nieuwe posities +2.9%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 11.09K | $301,204 | n/a | n/a |
| Q2 2026 | 52 | +5 | 34.27M | $1.04B | +8 | −3 |
| Q1 2026 | 48 | +13 | 18.24M | $436.95M | +13 | n/a |
| Q4 2025 | 35 | +1 | 13.05M | $275.44M | +2 | −1 |
| Q3 2025 | 3 | +1 | 1.39M | $28.44M | +1 | n/a |
| Q2 2025 | 1 | -1 | 244 | $4,546 | n/a | −1 |
| Q1 2025 | 1 | +1 | 722 | $11,740 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.96M | n/a | $83.47M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 1.87M | +36.8% | $39.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 1.70M | n/a | $35.97M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.15M | n/a | $24.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 617.01K | n/a | $13.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 533.37K | n/a | $11.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 419.86K | n/a | $8.86M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 392.74K | n/a | $8.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Mirae Asset Global Investments Co.… | 269.10K | n/a | $5.68M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 267.28K | n/a | $5.64M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Raymond James Financial Inc | 236.97K | n/a | $5.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 231.21K | n/a | $4.88M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Jane Street Group, Llc | 230.00K | n/a | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 217.04K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 158.46K | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 157.78K | n/a | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 116.87K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 108.05K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 75.79K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Lido Advisors, LLC | 72.31K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Bank Of Montreal /Can/ | 61.19K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Creative Planning | 48.51K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Rockefeller Capital Management L.P. | 43.14K | n/a | $910,205 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Focus Partners Wealth | 37.76K | n/a | $797,054 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Nomura Asset Management Co Ltd | 28.55K | n/a | $602,321 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 12.92K | n/a | $272,551 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cibc World Market Inc. | 12.49K | n/a | $263,476 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 11.47K | n/a | $259,307 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 2.85K | n/a | $60,191 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Simplex Trading, Llc | 2.82K | n/a | $59,438 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 2.18K | n/a | $46,040 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | JPMorgan Chase ✦ | 1.95K | Nieuw | $41,229 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 437 | -37.9% | $9,230 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | BlackRock ✦ (passief) | 265 | Nieuw | $5,592 | 0.0% | New | 1 | SEC ↗ |
| 35 | Zurcher Kantonalbank (Zurich… | 1 | n/a | $21 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| JPMorgan Chase | $41,229 | 0.0% |
| BlackRock | $5,592 | 0.0% |
Verlaten
| D. E. Shaw & Co. | $420,966 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 220 houders, 24.58M aandelen, $581.85M 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.