Effectdossier · gearchiveerd kwartaal
DTCR
naam in afwachting van profielverwerking
48Gevolgde houders
+13Δ houders
18.24MGehouden aandelen
$436.95MGerapporteerde waarde
+13Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
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 | 52 | +5 | 34.27M | $1.04B | +8 | −3 |
| Q1 2026 | 48 | +13 | 18.24M | $436.95M | +13 | — |
| Q4 2025 | 35 | +1 | 13.05M | $275.44M | +2 | −1 |
| Q3 2025 | 3 | +1 | 1.39M | $28.44M | +1 | — |
| Q2 2025 | 1 | -1 | 244 | $4,546 | — | −1 |
| Q1 2025 | 1 | +1 | 722 | $11,740 | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.81M | +21.5% | $115.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.81M | +21.5% | $115.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.81M | +21.5% | $115.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 3.05M | +79.1% | $73.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.42M | +29.5% | $58.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.42M | +29.5% | $58.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.71M | +48.4% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.71M | +48.4% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 1.19M | +202.0% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 1.19M | +202.0% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 1.19M | +202.0% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 800.60K | +29.8% | $19.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 731.64K | +37.2% | $17.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 487.88K | +16.2% | $11.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 369.74K | +56.0% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 369.74K | +56.0% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 367.20K | +58.8% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 367.20K | +58.8% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 367.20K | +58.8% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 367.20K | +58.8% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 341.01K | +115.2% | $8.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 312.87K | +17.1% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 312.87K | +17.1% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 312.87K | +17.1% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mirae Asset Global Investments Co.… | 263.10K | -2.2% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mariner, LLC | 240.43K | +10.8% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 240.43K | +10.8% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 211.85K | +81.3% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 83.00K | +9.5% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 68.89K | -56.3% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Lido Advisors, LLC | 59.44K | -17.8% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Lido Advisors, LLC | 59.44K | -17.8% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Corient Private Wealth LP | 55.59K | Nieuw | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 34 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 53.62K | Nieuw | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 52.90K | Nieuw | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 52.90K | Nieuw | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 37 | Creative Planning | 52.59K | +8.4% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Creative Planning | 52.59K | +8.4% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 50.91K | -16.8% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 50.91K | -16.8% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 50.91K | -16.8% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 50.91K | -16.8% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Focus Partners Wealth | 47.93K | +26.9% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 46.56K | +7.9% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 46.56K | +7.9% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 48.27K | +2370.3% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 48.27K | +2370.3% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Jane Street Group, Llc | 45.54K | -80.2% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 40.62K | Nieuw | $973,231 | 0.0% | New | 1 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 32.34K | -70.1% | $774,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Nomura Asset Management Co Ltd | 28.55K | 0.0% | $683,962 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 24.24K | Nieuw | $580,814 | 0.0% | New | 1 | SEC ↗ |
| 53 | D. E. Shaw & Co. ✦ | 23.12K | Nieuw | $553,955 | 0.0% | New | 1 | SEC ↗ |
| 54 | Captrust Financial Advisors | 18.91K | +46.4% | $452,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Cibc World Market Inc. | 13.66K | +9.4% | $327,222 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Wealth Enhancement Advisory… | 12.12K | +5.7% | $298,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Mercer Global Advisors Inc /Adv | 11.63K | Nieuw | $278,702 | 0.0% | New | 1 | SEC ↗ |
| 58 | Simplex Trading, Llc | 11.32K | +301.8% | $271,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Belvedere Trading LLC | 10.19K | Nieuw | $244,248 | 0.0% | New | 1 | SEC ↗ |
| 60 | Franklin Resources Inc | 9.70K | Nieuw | $232,484 | 0.0% | New | 1 | SEC ↗ |
| 61 | Cerity Partners LLC | 9.18K | Nieuw | $220,022 | 0.0% | New | 1 | SEC ↗ |
| 62 | Cerity Partners LLC | 9.18K | Nieuw | $220,022 | 0.0% | New | 1 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 8.00K | +266.4% | $191,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 8.00K | +266.4% | $191,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Group One Trading Llc | 5.65K | Nieuw | $135,422 | 0.0% | New | 1 | SEC ↗ |
| 66 | Fifth Third Bancorp | 3.51K | Nieuw | $84,076 | 0.0% | New | 1 | SEC ↗ |
| 67 | National Bank Of Canada /Fi/ | 3.35K | +17.5% | $80,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 1.43K | +227.2% | $34,266 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Cwm, Llc | 669 | Nieuw | $16,029 | 0.0% | New | 1 | SEC ↗ |
| 70 | BlackRock ✦ (passief) | 265 | 0.0% | $6,349 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 1 | 0.0% | $23 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Corient Private Wealth LP | $1.33M | 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $1.28M | 0.0% |
| Ameriprise Financial Inc | $1.27M | 0.0% |
| Ameriprise Financial Inc | $1.27M | 0.0% |
| Qube Research & Technologies… | $973,231 | 0.0% |
| Citadel Advisors | $580,814 | 0.0% |
| D. E. Shaw & Co. | $553,955 | 0.0% |
| Mercer Global Advisors Inc… | $278,702 | 0.0% |
| Belvedere Trading LLC | $244,248 | 0.0% |
| Franklin Resources Inc | $232,484 | 0.0% |
| Cerity Partners LLC | $220,022 | 0.0% |
| Cerity Partners LLC | $220,022 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
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.
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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