Effectdossier · gearchiveerd kwartaal
FAD
naam in afwachting van profielverwerking
30Gevolgde houders
+3Δ houders
1.19MGehouden aandelen
$188.30MGerapporteerde waarde
+3Nieuwe posities
−0Uitstappen
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
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 1.40M | $280.42M | +2 | −2 |
| Q1 2026 | 30 | +3 | 1.19M | $188.30M | +3 | — |
| Q4 2025 | 27 | -2 | 1.11M | $180.26M | — | −2 |
| Q3 2025 | 5 | -1 | 366.85K | $58.90M | — | −1 |
| Q2 2025 | 3 | +2 | 8.44K | $1.24M | +2 | — |
| Q2 2024 | 1 | — | 20.24K | $2.49M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 242.44K | -21.4% | $38.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 242.44K | -21.4% | $38.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 242.44K | -21.4% | $38.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 197.93K | +58.2% | $31.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 175.02K | +27.8% | $27.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 175.02K | +27.8% | $27.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 93.57K | -32.5% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 93.57K | -32.5% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 60.84K | +4.8% | $9.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $7.95M | 0.0% | Held | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 49.29K | +4.5% | $7.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 49.29K | +4.5% | $7.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 45.53K | -6.5% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 45.53K | -6.5% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 41.50K | +37.3% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 41.50K | +37.3% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 34.24K | +7.8% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 29.64K | +315.8% | $4.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 29.51K | +71.1% | $4.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 24.74K | +74.9% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 24.35K | -4.0% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 21.00K | +43.7% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 17.69K | -0.3% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | UBS Group AG | 17.69K | -0.3% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 14.06K | +25.3% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 13.91K | +0.3% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 13.91K | +0.3% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 13.07K | +3.2% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 2.71K | Nieuw | $430,412 | 0.0% | New | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 1.61K | -14.9% | $260,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cwm, Llc | 897 | 0.0% | $142,554 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 829 | -0.6% | $131,794 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 389 | 0.0% | $61,821 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 370 | -13.3% | $58,755 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Blair William & Co/Il | 115 | 0.0% | $18,276 | 0.0% | Held | 2 | SEC ↗ |
| 36 | BlackRock ✦ (passief) | 103 | Nieuw | $16,369 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 88 | Nieuw | $13,985 | 0.0% | New | 1 | SEC ↗ |
| 38 | Citigroup Inc | 50 | 0.0% | $7,946 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 6 | 0.0% | $954 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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