FAN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.1% ·
aandelenstroom +1.9% ·
netto nieuwe posities -3.2%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 200 | $4,488 | n/a | n/a |
| Q2 2026 | 31 | +1 | 3.10M | $77.37M | +4 | −4 |
| Q1 2026 | 32 | +1 | 2.87M | $70.92M | +3 | −2 |
| Q4 2025 | 31 | -1 | 2.83M | $57.93M | n/a | −1 |
| Q3 2025 | 3 | 0 | 612.57K | $11.77M | n/a | n/a |
| Q2 2025 | 2 | +1 | 17.41K | $315,815 | +1 | n/a |
| Q4 2024 | 1 | 0 | 16.75K | $247,870 | +1 | −1 |
| Q3 2024 | 1 | +1 | 12.32K | $222,341 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 662.45K | +19.2% | $13.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 442.99K | n/a | $9.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | UBS Group AG | 412.32K | n/a | $8.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 284.84K | n/a | $5.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 221.59K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 164.55K | n/a | $3.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Truist Financial Corp | 120.12K | n/a | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 119.10K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Jane Street Group, Llc | 104.04K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 67.03K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Amundi | 48.65K | n/a | $995,947 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 35.64K | n/a | $729,694 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Raymond James Financial Inc | 28.88K | n/a | $591,118 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 25.10K | n/a | $513,777 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 18.24K | n/a | $389,307 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 17.31K | n/a | $354,426 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 16.95K | n/a | $346,987 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 10.35K | n/a | $211,803 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 8.21K | n/a | $167,956 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 6.85K | n/a | $140,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 3.00K | n/a | $61,308 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 2.55K | n/a | $52,086 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 2.50K | n/a | $51,175 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.64K | +37.4% | $33,479 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 1.31K | n/a | $26,734 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 955 | n/a | $19,549 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Simplex Trading, Llc | 862 | n/a | $17,645 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Barclays Plc | 500 | n/a | $10,235 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 407 | n/a | $8,331 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 261 | n/a | $5,343 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | TD Waterhouse Canada Inc. | 200 | n/a | $4,090 | 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 | $1.07M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 110 houders, 3.80M aandelen, $92.91M 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.