DWAS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.4% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 4.52M | — | $443.62M | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 326.94K | +4.6% | $31.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Goldman Sachs Group ✦ | 192.94K | +53.3% | $18.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 133.78K | — | $12.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 129.09K | — | $12.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 127.36K | — | $12.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 111.97K | — | $10.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 111.64K | — | $10.80M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bnp Paribas Financial Markets | 100.00K | — | $9.68M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 83.51K | — | $8.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Raymond James Financial Inc | 67.68K | — | $6.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Baird Financial Group, Inc. | 31.26K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 18.40K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 15.37K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 14.61K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 11.66K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 9.09K | — | $879,692 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 7.59K | — | $734,035 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 7.44K | +21.8% | $719,995 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 7.18K | +68.7% | $694,781 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Osaic Holdings, Inc. | 6.82K | — | $659,768 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Cwm, Llc | 5.75K | — | $556,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 4.39K | -12.0% | $424,411 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Creative Planning | 3.86K | — | $373,803 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 3.52K | — | $340,245 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 3.21K | — | $310,229 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 3.11K | — | $301,133 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passief) | 2.89K | -4.4% | $279,711 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mariner, LLC | 2.69K | — | $260,015 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 2.55K | — | $246,662 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cibc World Market Inc. | 2.50K | — | $241,538 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.92K | +3.0% | $185,870 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 1.00K | — | $96,867 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Rockefeller Capital Management L.P. | 461 | — | $44,610 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 375 | — | $36,287 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 96 | — | $9,289 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Citigroup Inc | 66 | — | $6,386 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 50 | — | $4,838 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 2 | — | $194 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 100 houders, 2.46M aandelen, $237.44M 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.