FAB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.6% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | 0 | 479.50K | $48.68M | +1 | −1 |
| Q1 2026 | 26 | +1 | 494.68K | $46.77M | +1 | n/a |
| Q4 2025 | 25 | 0 | 425.69K | $37.95M | n/a | n/a |
| Q3 2025 | 5 | 0 | 93.52K | $8.16M | n/a | n/a |
| Q2 2025 | 2 | 0 | 6.89K | $559,806 | +1 | −1 |
| Q1 2025 | 1 | 0 | 4.30K | $341,893 | +1 | −1 |
| Q4 2024 | 1 | 0 | 22.13K | $1.83M | n/a | n/a |
| Q3 2024 | 1 | 0 | 2.42K | $204,548 | n/a | n/a |
| Q2 2024 | 1 | n/a | 29.49K | $2.32M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 63.84K | +2.1% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 61.73K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 45.67K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 42.94K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 34.57K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 33.22K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Goldman Sachs Group ✦ | 22.04K | -2.2% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 21.34K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 19.51K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 19.04K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 13.53K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 8.74K | n/a | $779,716 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 8.53K | +35.9% | $760,490 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 6.64K | n/a | $591,869 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 6.20K | n/a | $552,315 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 4.25K | n/a | $378,580 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 4.23K | n/a | $376,797 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 3.95K | n/a | $352,158 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 3.18K | n/a | $283,674 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 806 | n/a | $71,827 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 789 | 0.0% | $70,363 | 0.0% | Held | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 700 | -50.0% | $62,408 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citigroup Inc | 135 | n/a | $12,036 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 98 | n/a | $8,737 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 20 | n/a | $1,783 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 67 houders, 676.16K aandelen, $62.42M 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.