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DTC US ACTIVE EQUITY - WESTFIELD COM · 13F Institutional Holdings
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DTC US ACTIVE EQUITY - WESTFIELD COM

Institutions
1
Combined AUM (Q2 2026)
$186.2M
Combined Shares (Q2 2026)
12.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+0
0 · 0 New Buys · ≈ —
📤 Outflow (Q1 2026→Q2 2026)
-505,385
1 · 0 Exit · ≈ —
⚖️ Net
-505,385
—
Net Sell
💰 Net Value
≈ —
—
est. price —
⏳
Latest AUM (Q2 2026)
$186.2M
Institutions
1
New Buys
0
Adds
0
Reduces
1
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Diversified Trust Co
2.98%3.03%#1$186.2M12.0M$163.4M12.5M-505,385-4.03%Reduce

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q1 2013–Q2 2026 · 54 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-12 01:29 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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