Effectdossier · gearchiveerd kwartaal
DWM
naam in afwachting van profielverwerking
30Gevolgde houders
0Δ houders
3.50MGehouden aandelen
$241.10MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.5% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +2 | 3.35M | $245.59M | +3 | −1 |
| Q1 2026 | 33 | +3 | 3.42M | $239.29M | +3 | — |
| Q4 2025 | 30 | 0 | 3.50M | $241.10M | — | — |
| Q3 2025 | 3 | 0 | 1.03M | $68.41M | — | — |
| Q2 2025 | 1 | — | 2.32K | $147,625 | — | — |
| Q4 2024 | 1 | 0 | 32.84K | $1.73M | — | — |
| Q3 2024 | 1 | 0 | 4.16K | $239,551 | — | — |
| Q2 2024 | 1 | — | 8.27K | $444,264 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 965.80K | -4.1% | $66.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 965.80K | -4.1% | $66.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 476.60K | — | $32.77M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 402.92K | — | $27.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 402.92K | — | $27.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 402.92K | — | $27.70M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 402.92K | — | $27.70M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 389.84K | — | $26.81M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 389.84K | — | $26.81M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 331.89K | — | $23.24M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 180.28K | — | $12.40M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 130.69K | — | $8.99M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 89.14K | — | $6.13M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 87.63K | — | $6.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 87.63K | — | $6.03M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 80.86K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 80.86K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 79.52K | — | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cibc World Market Inc. | 52.07K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Sei Investments Co | 41.70K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 33.43K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 27.60K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 17.04K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 17.04K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 15.89K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 14.73K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 13.71K | — | $942,371 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 13.71K | — | $942,371 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 12.71K | — | $874,296 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 11.52K | -52.2% | $792,390 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 11.52K | -52.2% | $792,390 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 10.77K | — | $740,270 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 8.48K | — | $583,463 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 7.17K | — | $492,940 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 6.45K | — | $443,502 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 6.45K | — | $443,502 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 4.43K | — | $305,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 3.40K | — | $233,578 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 2.08K | — | $143,108 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 1.97K | -12.1% | $135,208 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 34 | — | $2,338 | 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): 129 houders, 5.60M aandelen, $381.57M 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 verder het vaakst 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: Q4 2025 ·
Methodologie ·
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