DUSB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.5% ·
aandelenstroom -0.1% ·
netto nieuwe posities +9.5%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -2 | 1.36M | $69.20M | — | −3 |
| Q1 2026 | 24 | +3 | 1.28M | $65.14M | +4 | −1 |
| Q4 2025 | 21 | +2 | 936.53K | $47.44M | +2 | — |
| Q3 2025 | 1 | +1 | 161.03K | $8.18M | +1 | — |
| Q1 2025 | 1 | 0 | 52.49K | $2.66M | — | — |
| Q4 2024 | 1 | 0 | 74.17K | $3.75M | — | — |
| Q3 2024 | 1 | 0 | 7.64K | $388,137 | — | — |
| Q2 2024 | 1 | — | 28.28K | $1.43M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 224.13K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Citadel Advisors ✦ | 112.74K | -30.0% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Creative Planning | 103.37K | — | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 98.95K | — | $5.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 80.68K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 55.33K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 46.99K | Nieuw | $2.38M | 0.0% | New | 1 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 40.00K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Financial Engines Advisors L.L.C. | 31.57K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 28.44K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Corient Private Wealth LP | 23.60K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 19.96K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 19.34K | — | $979,391 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 14.30K | — | $724,165 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 11.77K | — | $596,060 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 10.17K | — | $515,228 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Wells Fargo & Company/Mn | 7.75K | — | $392,579 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Truist Financial Corp | 5.78K | — | $292,656 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 1.00K | — | $50,650 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 607 | Nieuw | $30,745 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cwm, Llc | 52 | — | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $2.38M | 0.0% |
| Morgan Stanley | $30,745 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 189 houders, 23.60M aandelen, $1.18B 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.