FAD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom +6.5% ·
netto nieuwe posities +10.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 242.44K | -21.4% | $38.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 197.93K | +58.2% | $31.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 175.02K | +27.8% | $27.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 93.57K | -32.5% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 60.84K | +4.8% | $9.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $7.95M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 49.29K | +4.5% | $7.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 45.53K | -6.5% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 41.50K | +37.3% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 34.24K | +7.8% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 29.64K | +315.8% | $4.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 29.51K | +71.1% | $4.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 24.74K | +74.9% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Creative Planning | 24.35K | -4.0% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 21.00K | +43.7% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 17.69K | -0.3% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 14.06K | +25.3% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 13.91K | +0.3% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Stifel Financial Corp | 13.07K | +3.2% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 2.71K | Nieuw | $430,412 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 1.61K | -14.9% | $260,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cwm, Llc | 897 | 0.0% | $142,554 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 829 | -0.6% | $131,794 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 389 | 0.0% | $61,821 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 370 | -13.3% | $58,755 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Blair William & Co/Il | 115 | 0.0% | $18,276 | 0.0% | Held | 2 | SEC ↗ |
| 27 | BlackRock ✦ (passief) | 103 | Nieuw | $16,369 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 88 | Nieuw | $13,985 | 0.0% | New | 1 | SEC ↗ |
| 29 | Citigroup Inc | 50 | 0.0% | $7,946 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 6 | 0.0% | $954 | 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
| Mml Investors Services, Llc | $430,412 | 0.0% |
| BlackRock | $16,369 | 0.0% |
| Fifth Third Bancorp | $13,985 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
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.