FAN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.3% ·
aandelenstroom +9.2% ·
netto nieuwe posities 0.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 ✦ | 1,000.00K | +15.4% | $24.98M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | UBS Group AG | 396.01K | -1.5% | $9.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 390.15K | -4.3% | $9.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 346.68K | +18.2% | $8.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 200.37K | -0.1% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 163.19K | +7.3% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 127.84K | +11.7% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 89.96K | +163.6% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Truist Financial Corp | 83.69K | -8.9% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 70.78K | -2.0% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 48.88K | +39.9% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 34.24K | Nieuw | $855,390 | 0.0% | New | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 31.59K | +84.7% | $789,094 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 24.30K | -30.2% | $607,082 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Mariner, LLC | 18.87K | +12.3% | $471,323 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 15.76K | Nieuw | $393,710 | 0.0% | New | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 12.31K | -26.2% | $307,606 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Creative Planning | 10.35K | +2.4% | $258,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 10.28K | Nieuw | $256,676 | 0.0% | New | 1 | SEC ↗ |
| 20 | Us Bancorp \De\ | 8.21K | 0.0% | $204,961 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 3.48K | +0.2% | $87,050 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 3.00K | 0.0% | $74,815 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 2.85K | +48.4% | $71,324 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 2.55K | 0.0% | $63,700 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 690 | 0.0% | $17,236 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 26 | Rockefeller Capital Management L.P. | 269 | -90.3% | $6,743 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Assetmark, Inc | 261 | 0.0% | $6,520 | 0.0% | Held | 3 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 200 | 0.0% | $4,954 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 168 | -43.8% | $4,197 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 131 | Nieuw | $3,272 | 0.0% | New | 1 | SEC ↗ |
| 31 | Simplex Trading, Llc | 65 | -84.0% | $1,623 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $855,390 | 0.0% |
| Citadel Advisors | $393,710 | 0.0% |
| Ameriprise Financial Inc | $256,676 | 0.0% |
| Northwestern Mutual Wealth… | $3,272 | 0.0% |
Verlaten
| Jane Street Group, Llc | $609,816 | was 0.0% |
| Amundi | $591,385 | was 0.0% |
| Cerity Partners LLC | $389,067 | was 0.0% |
| Mirae Asset Global… | $165,758 | 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.