Effectdossier · gearchiveerd kwartaal
DVLT
naam in afwachting van profielverwerking
35Gevolgde houders
+1Δ houders
49.92MGehouden aandelen
$17.47MGerapporteerde waarde
+7Nieuwe posities
−7Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.9% ·
aandelenstroom +30.0% ·
netto nieuwe posities 0.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +1 | 49.92M | $17.47M | +7 | −7 |
| Q1 2026 | 35 | 0 | 28.56M | $17.65M | +6 | −6 |
| Q4 2025 | 35 | +2 | 34.65M | $22.59M | +3 | −1 |
| Q3 2025 | 6 | -1 | 2.73M | $2.98M | n/a | −1 |
| Q2 2025 | 5 | +1 | 1.45M | $974,673 | +1 | n/a |
| Q1 2025 | 2 | 0 | 515.61K | $437,806 | n/a | n/a |
| Q4 2024 | 2 | 0 | 89.92K | $184,335 | n/a | n/a |
| Q3 2024 | 1 | 0 | 44.02K | $77,906 | n/a | n/a |
| Q2 2024 | 1 | n/a | 26.21K | $67,359 | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 26.68M | +70.5% | $9.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 11.51M | +155.0% | $4.03M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passief) | 3.11M | +103.1% | $1.09M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | UBS Group AG | 2.36M | +119.2% | $826,730 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Northern Trust Corp | 1.36M | +89.3% | $477,345 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 728.09K | -55.0% | $254,832 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 7 | Balyasny Asset Management L.P. | 659.64K | +555.1% | $230,875 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 533.97K | +54.6% | $186,888 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Franklin Resources Inc | 517.78K | +554.3% | $181,222 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 489.46K | +17.8% | $171,310 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 448.83K | -54.3% | $157,091 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Creative Planning | 266.32K | 0.0% | $93,212 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Mariner, LLC | 126.69K | +7.2% | $44,342 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 126.13K | 0.0% | $44,144 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Cerity Partners LLC | 102.47K | +49.9% | $35,863 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Barclays Plc | 90.93K | +697.6% | $31,825 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 85.00K | +431.1% | $29,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 81.57K | Nieuw | $28,551 | 0.0% | New | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 67.57K | Nieuw | $23,651 | 0.0% | New | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 62.30K | -13.9% | $21,806 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Raymond James Financial Inc | 61.87K | +33.0% | $21,656 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Victory Capital Management Inc | 61.23K | +65.9% | $21,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 54.40K | +8.8% | $19,040 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 53.59K | -28.0% | $18,755 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 49.55K | Nieuw | $17,343 | 0.0% | New | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 48.26K | -42.2% | $16,118 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 44.58K | 0.0% | $15,603 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 28 | Osaic Holdings, Inc. | 39.08K | +70.4% | $13,676 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 21.01K | -8.7% | $7,354 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 19.49K | Nieuw | $6,823 | 0.0% | New | 1 | SEC ↗ |
| 31 | Tudor Investment Corp Et Al | 16.33K | Nieuw | $5,714 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 17.34K | +313.9% | $5,634 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 33 | Manufacturers Life Insurance… | 10.31K | Nieuw | $3,608 | 0.0% | New | 1 | SEC ↗ |
| 34 | Citigroup Inc | 1.77K | Nieuw | $620 | 0.0% | New | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 580 | -88.4% | $0 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $28,551 | 0.0% |
| Focus Partners Wealth | $23,651 | 0.0% |
| Bank Of Montreal /Can/ | $17,343 | 0.0% |
| Gotham Asset Management | $6,823 | 0.0% |
| Tudor Investment Corp Et Al | $5,714 | 0.0% |
| Manufacturers Life Insurance… | $3,608 | 0.0% |
| Citigroup Inc | $620 | 0.0% |
Verlaten
| Charles Schwab Investment… | $108,182 | was 0.0% |
| Millennium Management | $93,345 | was 0.0% |
| HighTower Advisors, LLC | $26,241 | was 0.0% |
| Wealth Enhancement Advisory… | $20,481 | was 0.0% |
| Stifel Financial Corp | $14,841 | was 0.0% |
| Us Bancorp \De\ | $9,464 | was 0.0% |
| Fidelity (FMR) | $7,515 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 94 houders, 36.55M aandelen, $22.44M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Aug 24
SC 13G/A: Vivasor, Inc.
Aug 24
SC 13D/A: Scilex Holding Co
17.2% van klasse · Originele SEC-indiening bekijken ↗
Jun 02
SC 13G: Vivasor, Inc.
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: Q2 2026 ·
Methodologie ·
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