DUSB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.1% ·
aandelenstroom +9.1% ·
netto nieuwe posities -15.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 | 255.92K | +7.2% | $13.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 225.93K | +6.4% | $11.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 199.91K | +122.3% | $10.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Creative Planning | 177.15K | +16.0% | $9.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 120.51K | +37.3% | $6.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Raymond James Financial Inc | 92.27K | +12.0% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 56.84K | +19.9% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 56.26K | +31.2% | $2.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 45.15K | +173569.2% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 40.00K | -0.5% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Financial Engines Advisors L.L.C. | 26.26K | -6.0% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 20.64K | -79.0% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 13.64K | +16.1% | $692,450 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 9.98K | -50.0% | $506,886 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 6.42K | -62.7% | $326,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 5.89K | -6.0% | $299,369 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 4.51K | 0.0% | $229,018 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 4.34K | -42.0% | $220,385 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 1.00K | 0.0% | $50,780 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 0 | -100.0% | $2 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Susquehanna International… | $2.44M | was 0.0% |
| HighTower Advisors, LLC | $1.79M | was 0.0% |
| Corient Private Wealth LP | $598,378 | 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.