Effectdossier · gearchiveerd kwartaal
DXYZ
naam in afwachting van profielverwerking
28Gevolgde houders
+4Δ houders
1.22MGehouden aandelen
$32.59MGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +14.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
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 | 32 | +5 | 2.40M | $61.95M | +11 | −6 |
| Q1 2026 | 28 | +4 | 1.22M | $32.59M | +5 | −1 |
| Q4 2025 | 23 | 0 | 813.36K | $24.91M | — | — |
| Q3 2025 | 1 | — | 48.55K | $1.03M | — | — |
| Q3 2024 | 1 | 0 | 29.04K | $288,978 | — | — |
| Q2 2024 | 1 | — | 76.76K | $1.17M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 223.85K | +158.3% | $5.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 223.85K | +158.3% | $5.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 207.59K | +188.3% | $5.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 167.97K | +403.9% | $4.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 139.30K | -63.1% | $3.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Jane Street Group, Llc | 139.30K | -63.1% | $3.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 100.82K | +139.1% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 100.82K | +139.1% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 100.82K | +139.1% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 63.38K | +365.8% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 58.43K | +193.9% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 43.86K | +52.5% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 34.19K | +79.4% | $915,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 34.19K | +79.4% | $915,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 34.19K | +79.4% | $915,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 28.52K | -32.2% | $763,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 22.74K | Nieuw | $609,084 | 0.0% | New | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 18.58K | +52.8% | $497,653 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 18.58K | +52.8% | $497,653 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 17.16K | +46.5% | $459,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | CIBC Bancorp USA Inc. | 15.29K | — | $409,493 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | CIBC Bancorp USA Inc. | 15.29K | — | $409,493 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 12.48K | +11.1% | $334,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 11.83K | -4.4% | $316,861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 11.01K | -26.4% | $294,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 10.37K | +46.0% | $277,735 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 9.20K | Nieuw | $246,280 | 0.0% | New | 1 | SEC ↗ |
| 28 | Millennium Management ✦ | 7.87K | Nieuw | $210,678 | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 6.96K | +36.7% | $186,442 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 1.44K | +131.3% | $38,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 1.44K | +131.3% | $38,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 1.44K | +131.3% | $38,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.18K | Nieuw | $31,408 | 0.0% | New | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 1.00K | Nieuw | $26,780 | 0.0% | New | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 740 | +261.0% | $19,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cwm, Llc | 570 | -52.5% | $15,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 300 | +4185.7% | $8,034 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | TD Waterhouse Canada Inc. | 250 | 0.0% | $7,256 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Point72 Asset Management | $609,084 | 0.0% |
| Captrust Financial Advisors | $246,280 | 0.0% |
| Millennium Management | $210,678 | 0.0% |
| JPMorgan Chase | $31,408 | 0.0% |
| Us Bancorp \De\ | $26,780 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $42,269 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 130 houders, 2.34M aandelen, $60.06M 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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