Catatan efek · kuartal yang diarsipkan
DWX
nama menunggu ingest profil
40Pemegang yang dilacak
+4Δ pemegang
3.66MSaham yang dipegang
$166.66MNilai yang dilaporkan
+6Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +11.1% ·
aliran saham -10.2% ·
posisi baru bersih +10.0%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -1 | 3.72M | $170.87M | +1 | −3 |
| Q1 2026 | 40 | +4 | 3.66M | $166.66M | +6 | −2 |
| Q4 2025 | 36 | 0 | 4.07M | $178.92M | +1 | −1 |
| Q3 2025 | 4 | 0 | 881.46K | $37.64M | n/a | n/a |
| Q2 2025 | 2 | +1 | 9.78K | $412,376 | +1 | n/a |
| Q4 2024 | 1 | 0 | 69.57K | $2.43M | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.05K | $539,617 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.28K | $388,474 | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 852.23K | +0.2% | $38.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 706.69K | -0.6% | $32.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 391.58K | -14.8% | $17.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 356.61K | -43.9% | $16.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 189.92K | -1.1% | $8.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Focus Partners Wealth | 148.93K | 0.0% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 118.70K | +26.5% | $5.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 105.20K | -11.5% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 103.39K | -0.4% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 10 | Northwestern Mutual Wealth… | 81.63K | +13.8% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 76.13K | -9.3% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 68.56K | +19.5% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 67.59K | -31.5% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 56.98K | -64.1% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 46.18K | -6.0% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 39.79K | +5.9% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 31.05K | Baru | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 30.98K | -2.8% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 28.37K | -4.2% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 22.41K | -7.7% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 18.31K | +31.0% | $818,926 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 16.45K | +23.0% | $750,158 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 11.46K | Baru | $522,415 | 0.0% | New | 1 | SEC ↗ |
| 24 | Citigroup Inc | 11.40K | -38.9% | $519,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 9.93K | +13.0% | $452,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 9.54K | 0.0% | $435,238 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Mariner, LLC | 8.44K | -7.6% | $384,862 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 8.27K | Baru | $377,082 | 0.0% | New | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 6.10K | Baru | $278,081 | 0.0% | New | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 5.51K | -0.4% | $251,084 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 5.49K | -54.7% | $250,446 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 4.79K | +0.1% | $218,424 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Hrt Financial Lp | 4.49K | Baru | $204,000 | 0.0% | New | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 4.35K | 0.0% | $198,316 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 3.20K | -17.2% | $145,950 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Cwm, Llc | 2.49K | +4.6% | $113,640 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 2.37K | +18.9% | $108,077 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 38 | Us Bancorp \De\ | 198 | 0.0% | $9,029 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 151 | -15.2% | $6,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 92 | Baru | $4,195 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Jane Street Group, Llc | $1.42M | 0.0% |
| Citadel Advisors | $522,415 | 0.0% |
| Fifth Third Bancorp | $377,082 | 0.0% |
| Cerity Partners LLC | $278,081 | 0.0% |
| Hrt Financial Lp | $204,000 | 0.0% |
| UBS AM, a distinct business… | $4,195 | 0.0% |
Telah keluar
| Goldman Sachs Group | $286,151 | adalah 0.0% |
| Barclays Plc | $13,181 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 136 pemegang, 5.96M saham, $253.77M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
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