FAD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.9% ·
aandelenstroom -0.7% ·
netto nieuwe posities -7.4%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 308.45K | +4.1% | $49.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 138.55K | n/a | $22.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 136.98K | n/a | $22.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 125.11K | n/a | $20.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 58.04K | n/a | $9.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $8.09M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 48.71K | n/a | $7.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Truist Financial Corp | 47.16K | n/a | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 31.76K | n/a | $5.14M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 30.23K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Creative Planning | 25.38K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 17.74K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 17.25K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 14.62K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 14.15K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 13.87K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 12.67K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 11.22K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 7.13K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 1.90K | n/a | $320,497 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 897 | n/a | $145,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 834 | n/a | $135,027 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 427 | 0.0% | $69,111 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 389 | n/a | $62,961 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Blair William & Co/Il | 115 | n/a | $18,613 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 50 | n/a | $8,093 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 6 | n/a | $971 | 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
| Citadel Advisors | $3.21M | was 0.0% |
| JPMorgan Chase | $12,780 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 99 houders, 1.64M aandelen, $252.78M 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.