Effectdossier · gearchiveerd kwartaal
DWM
naam in afwachting van profielverwerking
34Gevolgde houders
+2Δ houders
3.35MGehouden aandelen
$245.59MGerapporteerde waarde
+3Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom -1.9% ·
netto nieuwe posities +5.9%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 915.78K | -3.6% | $67.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | LPL Financial LLC | 469.90K | -1.3% | $34.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 388.01K | -10.2% | $28.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 388.01K | -10.2% | $28.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 388.01K | -10.2% | $28.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 388.01K | -10.2% | $28.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 375.49K | -2.5% | $27.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 375.49K | -2.5% | $27.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 232.15K | +5.2% | $17.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 216.80K | +4.1% | $16.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 111.99K | +0.2% | $8.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 91.85K | +3.4% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 91.85K | +3.4% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 89.20K | +0.1% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 89.20K | +0.1% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 74.14K | +16.2% | $5.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 69.78K | -17.2% | $5.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cibc World Market Inc. | 58.71K | +9.4% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Sei Investments Co | 40.09K | -3.0% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 32.88K | +3.6% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 27.46K | 0.0% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 19.74K | +10.3% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 17.93K | +4.4% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 17.93K | +4.4% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 16.93K | -5.0% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 14.09K | +9.3% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 12.77K | Nieuw | $935,020 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 11.95K | -0.5% | $875,057 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 11.87K | +0.2% | $868,766 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 11.93K | -0.2% | $868,192 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 11.93K | -0.2% | $868,192 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 8.68K | +12.5% | $631,572 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 8.51K | +0.3% | $623,288 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 6.45K | 0.0% | $472,230 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 6.45K | 0.0% | $472,230 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 5.80K | Nieuw | $424,423 | 0.0% | New | 1 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 3.26K | +0.5% | $238,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 2.97K | +36.2% | $217,183 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.97K | +36.2% | $217,183 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Citigroup Inc | 2.93K | -2.4% | $214,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 2.11K | +1.1% | $154,439 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 512 | -66.9% | $37,486 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 132 | 0.0% | $9,664 | 0.0% | Held | 2 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 50 | Nieuw | $3,652 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $935,020 | 0.0% |
| Susquehanna International… | $424,423 | 0.0% |
| TD Waterhouse Canada Inc. | $3,652 | 0.0% |
Verlaten
| UBS AM, a distinct business… | $1.22M | was 0.0% |
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: Q2 2026 ·
Methodologie ·
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