Effectdossier · gearchiveerd kwartaal
DWX
naam in afwachting van profielverwerking
40Gevolgde houders
+4Δ houders
3.66MGehouden aandelen
$166.66MGerapporteerde waarde
+6Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom -10.2% ·
netto nieuwe posities +10.0%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -1 | 3.74M | $171.67M | +1 | −2 |
| 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 | — | — |
| Q2 2025 | 2 | +1 | 9.78K | $412,376 | +1 | — |
| Q4 2024 | 1 | 0 | 69.57K | $2.43M | — | — |
| Q3 2024 | 1 | 0 | 14.05K | $539,617 | — | — |
| Q2 2024 | 1 | — | 11.28K | $388,474 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 852.23K | +0.2% | $38.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 852.23K | +0.2% | $38.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 706.69K | -0.6% | $32.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 706.69K | -0.6% | $32.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 391.58K | -14.8% | $17.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 391.58K | -14.8% | $17.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 356.61K | -43.9% | $16.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 356.61K | -43.9% | $16.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 356.61K | -43.9% | $16.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 189.92K | -1.1% | $8.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Focus Partners Wealth | 148.93K | 0.0% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 118.70K | +26.5% | $5.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 118.70K | +26.5% | $5.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 105.20K | -11.5% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 105.20K | -11.5% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 103.39K | -0.4% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 103.39K | -0.4% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 103.39K | -0.4% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 103.39K | -0.4% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 103.39K | -0.4% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 81.63K | +13.8% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 76.13K | -9.3% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 68.56K | +19.5% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 68.56K | +19.5% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 67.59K | -31.5% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 56.98K | -64.1% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 46.18K | -6.0% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 39.79K | +5.9% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 31.05K | Nieuw | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 30 | Invesco Ltd. | 30.98K | -2.8% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 28.37K | -4.2% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 22.41K | -7.7% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 18.31K | +31.0% | $818,926 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 16.45K | +23.0% | $750,158 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 11.46K | Nieuw | $522,415 | 0.0% | New | 1 | SEC ↗ |
| 36 | Citigroup Inc | 11.40K | -38.9% | $519,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Creative Planning | 9.93K | +13.0% | $452,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 9.54K | 0.0% | $435,238 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 9.54K | 0.0% | $435,238 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Mariner, LLC | 8.44K | -7.6% | $384,862 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 8.27K | Nieuw | $377,082 | 0.0% | New | 1 | SEC ↗ |
| 42 | Cerity Partners LLC | 6.10K | Nieuw | $278,081 | 0.0% | New | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 5.51K | -0.4% | $251,084 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 5.49K | -54.7% | $250,446 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Captrust Financial Advisors | 4.79K | +0.1% | $218,424 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Hrt Financial Lp | 4.49K | Nieuw | $204,000 | 0.0% | New | 1 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 4.35K | 0.0% | $198,316 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 3.20K | -17.2% | $145,950 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Cwm, Llc | 2.49K | +4.6% | $113,640 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.37K | +18.9% | $108,077 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 2.37K | +18.9% | $108,077 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 2.37K | +18.9% | $108,077 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 2.37K | +18.9% | $108,077 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Us Bancorp \De\ | 198 | 0.0% | $9,029 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 151 | -15.2% | $6,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 92 | Nieuw | $4,195 | 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
| 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% |
Verlaten
| Goldman Sachs Group | $286,151 | was 0.0% |
| Barclays Plc | $13,181 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 136 houders, 5.96M aandelen, $253.77M 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: Q1 2026 ·
Methodologie ·
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