DWLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -20.0% ·
aandelenstroom +3.9% ·
netto nieuwe posities -20.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.78M | -0.9% | $82.45M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 840.01K | +7.6% | $38.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 621.90K | +13.5% | $28.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 481.53K | +24.1% | $22.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 429.66K | -0.1% | $19.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Stifel Financial Corp | 348.17K | +0.2% | $16.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 266.97K | +3.4% | $12.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Baird Financial Group, Inc. | 181.18K | +1.4% | $8.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 177.08K | -1.0% | $8.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 89.18K | -0.2% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 67.04K | -3.6% | $3.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 47.42K | +0.6% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 37.27K | -7.0% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 33.06K | -1.0% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 24.94K | +122.2% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 19.79K | +127.6% | $914,951 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 13.43K | +2.0% | $621,188 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 7.40K | 0.0% | $342,176 | 0.0% | Held | 4 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 3.20K | +320000.0% | $148,007 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 2.48K | +12.8% | $114,860 | 0.0% | ▲ Add | 2 | 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
| Citadel Advisors | $711,299 | was 0.0% |
| Jane Street Group, Llc | $590,690 | was 0.0% |
| HighTower Advisors, LLC | $356,381 | was 0.0% |
| Mariner, LLC | $288,121 | was 0.0% |
| UBS AM, a distinct business… | $65,540 | was 0.0% |
| Russell Investments Group… | $4,381 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.