DUSB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.3% ·
aandelenstroom +30.0% ·
netto nieuwe posities +12.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -2 | 1.40M | $71.09M | — | −2 |
| 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 | 238.85K | +6.6% | $12.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Mariner, LLC | 238.85K | +6.6% | $12.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 212.34K | +998.2% | $10.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Creative Planning | 152.70K | +47.7% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 98.47K | +22.1% | $4.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 89.94K | -9.1% | $4.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 87.79K | -22.1% | $4.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 82.41K | +48.9% | $4.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 48.16K | Nieuw | $2.44M | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 47.41K | +366.1% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 47.41K | +366.1% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 42.88K | +199.9% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 40.21K | +0.5% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 35.31K | +24.1% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 27.94K | -11.5% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 19.96K | 0.0% | $1.01M | 0.0% | Held | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 17.22K | Nieuw | $873,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Corient Private Wealth LP | 11.80K | -50.0% | $598,378 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 11.74K | -0.2% | $595,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 7.49K | Nieuw | $379,564 | 0.0% | New | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 6.27K | +8.5% | $318,023 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 4.51K | +643.0% | $228,702 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 1.00K | 0.0% | $50,710 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Cwm, Llc | 52 | 0.0% | $2,641 | 0.0% | Held | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 26 | Nieuw | $1,336 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 26 | Nieuw | $1,336 | 0.0% | New | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | -100.0% | $49 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $2.44M | 0.0% |
| Royal Bank Of Canada | $873,000 | 0.0% |
| Fifth Third Bancorp | $379,564 | 0.0% |
| JPMorgan Chase | $1,336 | 0.0% |
| JPMorgan Chase | $1,336 | 0.0% |
Verlaten
| Goldman Sachs Group | $2.38M | was 0.0% |
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.