Effectdossier · gearchiveerd kwartaal
DVYE
naam in afwachting van profielverwerking
47Gevolgde houders
-1Δ houders
11.45MGehouden aandelen
$369.28MGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.1% ·
aandelenstroom +8.1% ·
netto nieuwe posities -2.1%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 337.01K | $11.57M | n/a | n/a |
| Q2 2026 | 47 | -1 | 11.45M | $369.28M | +1 | −2 |
| Q1 2026 | 49 | +2 | 10.60M | $364.10M | +5 | −3 |
| Q4 2025 | 47 | 0 | 10.08M | $314.08M | n/a | n/a |
| Q3 2025 | 6 | 0 | 2.76M | $81.91M | n/a | n/a |
| Q2 2025 | 4 | 0 | 192.68K | $5.52M | n/a | n/a |
| Q1 2025 | 2 | +1 | 73.36K | $2.00M | +1 | n/a |
| Q4 2024 | 1 | 0 | 30.19K | $779,885 | n/a | n/a |
| Q3 2024 | 1 | 0 | 63.10K | $1.81M | n/a | n/a |
| Q2 2024 | 1 | n/a | 63.65K | $1.73M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.20M | +43.1% | $70.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 1.46M | +27.0% | $47.14M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 1.25M | +19.7% | $40.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Creative Planning | 1.08M | +2.3% | $34.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | UBS Group AG | 1.04M | -1.3% | $33.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Bank of New York Mellon Corp | 403.26K | +15.6% | $13.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 373.85K | -30.4% | $12.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 323.39K | +2.5% | $10.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | State Of Wisconsin Investment Board | 267.95K | 0.0% | $8.64M | 0.0% | Held | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 243.32K | -1.1% | $7.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 242.90K | +43.7% | $7.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Mercer Global Advisors Inc /Adv | 219.59K | +28.3% | $7.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Assetmark, Inc | 211.88K | -13.3% | $6.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 186.02K | +23.2% | $6.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 182.15K | -25.3% | $5.89M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 16 | Raymond James Financial Inc | 179.99K | +5.0% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Citadel Advisors ✦ | 173.94K | +0.9% | $5.61M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 18 | Marshall Wace ✦ | 168.88K | -6.6% | $5.44M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 19 | Mariner, LLC | 159.69K | -7.8% | $5.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 154.97K | +14.2% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 130.91K | +8.1% | $4.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 90.74K | -27.1% | $2.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 84.59K | +14.2% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 82.63K | -20.6% | $2.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Hrt Financial Lp | 63.86K | +511.4% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 57.40K | +8.3% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 55.79K | +95.1% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 52.67K | -3.5% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Lido Advisors, LLC | 52.29K | -0.6% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 44.42K | -25.9% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 43.76K | +3.6% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Wealthfront Advisers LLC | 39.79K | -24.0% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 27.86K | +50.4% | $898,024 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 23.12K | Nieuw | $745,029 | 0.0% | New | 1 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 14.52K | +24.7% | $467,947 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 13.34K | +63.7% | $428,824 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 13.13K | 0.0% | $423,148 | 0.0% | Held | 2 | SEC ↗ |
| 38 | BlackRock ✦ (passief) | 8.99K | +23.6% | $289,780 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 39 | TD Waterhouse Canada Inc. | 8.98K | -2.2% | $286,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Corient Private Wealth LP | 7.34K | +5.5% | $236,477 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | CIBC Asset Management Inc | 6.75K | 0.0% | $217,649 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Captrust Financial Advisors | 6.53K | +0.6% | $210,397 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 2.52K | +5.2% | $81,154 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 2.27K | -8.1% | $73,001 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Blair William & Co/Il | 1.62K | 0.0% | $52,374 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 850 | 0.0% | $27,396 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 535 | +53400.0% | $17,234 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| AQR Capital Management | $745,029 | 0.0% |
Verlaten
| Jane Street Group, Llc | $10.63M | was 0.0% |
| Allianz Asset Management GmbH | $1.68M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 194 houders, 18.61M aandelen, $629.93M 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.
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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