CFO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.0% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +1 | 2.36M | $188.63M | +1 | n/a |
| Q1 2026 | 27 | 0 | 2.46M | $182.60M | +1 | −1 |
| Q4 2025 | 27 | 0 | 2.49M | $183.62M | n/a | n/a |
| Q3 2025 | 6 | +1 | 331.22K | $24.44M | +1 | n/a |
| Q2 2025 | 2 | +1 | 33.17K | $2.36M | +1 | n/a |
| Q4 2024 | 1 | 0 | 50.76K | $3.50M | n/a | n/a |
| Q3 2024 | 1 | 0 | 13.64K | $951,796 | n/a | n/a |
| Q2 2024 | 1 | n/a | 21.70K | $1.39M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 435.53K | +1.3% | $32.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 376.45K | -4.1% | $27.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 307.70K | -5.2% | $22.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 256.61K | -1.0% | $19.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 237.23K | -3.7% | $17.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Stifel Financial Corp | 173.03K | +2.2% | $12.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 165.67K | -2.0% | $12.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 137.20K | -4.0% | $10.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 99.94K | +3.3% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Creative Planning | 61.62K | -8.2% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 56.25K | +94.4% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | UBS Group AG | 33.50K | +0.2% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 27.84K | 0.0% | $2.06M | 0.0% | Held | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 23.40K | -1.9% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 14.06K | -15.6% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 13.64K | -4.4% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 13.22K | -14.6% | $980,580 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Fifth Third Bancorp | 7.67K | Nieuw | $568,895 | 0.0% | New | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 5.99K | -42.4% | $443,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passief) | 4.60K | 0.0% | $341,174 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Cerity Partners LLC | 4.60K | 0.0% | $341,174 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 4.42K | +43.3% | $327,604 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.06K | +40.1% | $78,537 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Cwm, Llc | 970 | +15.5% | $71,929 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 135 | 0.0% | $9,832 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 51 | +2.0% | $3,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 26 | 0.0% | $1,928 | 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
| Fifth Third Bancorp | $568,895 | 0.0% |
Verlaten
| Hrt Financial Lp | $281,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 67 houders, 3.09M aandelen, $223.95M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.