Scheda del titolo · trimestre archiviato
DWM
nome in attesa di acquisizione nel profilo
33Holder monitorati
+3Δ titolari
3.42MQuote detenute
$239.29MValore dichiarato
+3Nuove posizioni
−0Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +10.0% ·
flusso azionario -2.2% ·
nuove posizioni nette +9.1%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 950.13K | -1.6% | $66.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 476.01K | -0.1% | $33.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 431.85K | +7.2% | $30.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 431.85K | +7.2% | $30.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 431.85K | +7.2% | $30.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 431.85K | +7.2% | $30.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 385.12K | -1.2% | $26.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 385.12K | -1.2% | $26.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 220.77K | +22.5% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 220.77K | +22.5% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 220.77K | +22.5% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 208.17K | -37.3% | $14.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 111.71K | -14.5% | $7.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 89.09K | +1.7% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 89.09K | +1.7% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 88.85K | +9.9% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 88.85K | +9.9% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 84.25K | +6.0% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 63.81K | -28.4% | $4.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cibc World Market Inc. | 53.66K | +3.0% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Sei Investments Co | 41.32K | -0.9% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 31.72K | -5.1% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Creative Planning | 27.45K | -0.5% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 17.89K | +66.2% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Focus Partners Wealth | 17.83K | +12.2% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 17.44K | +413.3% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 17.18K | +0.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 17.18K | +0.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 12.89K | +1.4% | $900,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 12.01K | Nuovo | $839,107 | 0.0% | New | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 11.84K | -13.6% | $827,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 11.95K | +3.7% | $811,992 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 11.95K | +3.7% | $811,992 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 8.49K | +0.1% | $593,328 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 7.72K | +7.7% | $523,117 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 6.45K | 0.0% | $450,796 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 6.45K | 0.0% | $450,796 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Cwm, Llc | 4.43K | +0.1% | $309,959 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Commonwealth Equity Services, Llc | 3.25K | -78.0% | $226,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Citigroup Inc | 3.00K | Nuovo | $209,742 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 2.18K | +10.7% | $152,181 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 2.18K | +10.7% | $152,181 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Blair William & Co/Il | 2.08K | +0.2% | $145,737 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 1.55K | +4452.9% | $108,191 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 132 | Nuovo | $9,226 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Fifth Third Bancorp | $839,107 | 0.0% |
| Citigroup Inc | $209,742 | 0.0% |
| Russell Investments Group… | $9,226 | 0.0% |
Uscito
| Nessuna uscita tracciata questo trimestre. |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 129 detentori, 5.60M azioni, $381.57M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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