Effectdossier · gearchiveerd kwartaal
DWX
naam in afwachting van profielverwerking
37Gevolgde houders
-1Δ houders
3.72MGehouden aandelen
$170.87MGerapporteerde waarde
+1Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.6% ·
aandelenstroom +2.2% ·
netto nieuwe posities -5.4%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
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 | 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 |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 884.04K | +3.7% | $40.63M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 724.90K | +2.6% | $33.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 382.02K | -2.4% | $17.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 312.21K | -12.4% | $14.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 212.22K | +11.8% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 144.64K | +21.9% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Focus Partners Wealth | 138.58K | -7.0% | $6.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 119.07K | +56.4% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 98.77K | +21.0% | $4.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 98.67K | -6.2% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 97.17K | -6.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 12 | Envestnet Asset Management Inc | 84.13K | +47.7% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 67.91K | +0.5% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 65.73K | -4.1% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Mercer Global Advisors Inc /Adv | 45.76K | -0.9% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 42.77K | +7.5% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Invesco Ltd. | 29.22K | -5.7% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 19.76K | -11.8% | $908,058 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 18.96K | -33.1% | $871,603 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 18.32K | +0.1% | $845,594 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 17.07K | +49.0% | $784,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Hrt Financial Lp | 15.59K | +247.4% | $716,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Creative Planning | 11.83K | +19.1% | $543,707 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 10.25K | +7.4% | $471,162 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Fifth Third Bancorp | 8.27K | 0.0% | $380,040 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Mariner, LLC | 8.22K | -2.6% | $377,919 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 8.14K | -73.8% | $374,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 7.67K | +39.7% | $352,602 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 6.03K | -1.1% | $277,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Assetmark, Inc | 5.45K | -1.0% | $250,618 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cibc World Market Inc. | 4.55K | Nieuw | $209,346 | 0.0% | New | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 4.05K | -6.9% | $185,774 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 3.21K | +0.3% | $147,554 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 1.99K | -15.9% | $91,599 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 35 | Qube Research & Technologies Ltd | 205 | +35.8% | $9,422 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 198 | 0.0% | $9,100 | 0.0% | Held | 3 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 92 | 0.0% | $4,228 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Cibc World Market Inc. | $209,346 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $750,158 | was 0.0% |
| Citigroup Inc | $519,890 | was 0.0% |
| Captrust Financial Advisors | $218,424 | 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 het vaakst nog meer 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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