DWLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom +2.2% ·
netto nieuwe posities -4.3%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.68M | +7.1% | $78.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 728.80K | n/a | $33.99M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 388.59K | n/a | $18.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 336.13K | n/a | $15.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 320.64K | n/a | $14.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 221.83K | n/a | $10.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Baird Financial Group, Inc. | 173.77K | n/a | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 166.17K | n/a | $7.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 107.38K | n/a | $5.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Rockefeller Capital Management L.P. | 90.71K | n/a | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 77.08K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 49.55K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 40.77K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Captrust Financial Advisors | 30.60K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 15.18K | n/a | $707,995 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 14.95K | n/a | $697,194 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 14.55K | n/a | $678,612 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 13.27K | n/a | $618,773 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 7.40K | 0.0% | $345,136 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Mariner, LLC | 6.60K | n/a | $307,784 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 5.01K | n/a | $233,653 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 1.50K | n/a | $70,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 2 | n/a | $86 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $765,653 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 62 houders, 8.21M aandelen, $358.91M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.