FAPR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.1% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +2 | 3.16M | $147.72M | +4 | −3 |
| Q1 2026 | 21 | -2 | 2.01M | $90.44M | +2 | −4 |
| Q4 2025 | 23 | 0 | 2.21M | $97.96M | — | — |
| Q3 2025 | 2 | 0 | 18.07K | $786,161 | +1 | −1 |
| Q2 2025 | 1 | 0 | 9.83K | $414,812 | — | — |
| Q1 2025 | 1 | 0 | 17.80K | $727,842 | — | — |
| Q4 2024 | 1 | 0 | 7.07K | $292,085 | — | — |
| Q3 2024 | 1 | +1 | 15.53K | $627,757 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 289.35K | — | $12.85M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 287.12K | — | $12.75M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 285.83K | — | $12.70M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 277.59K | — | $12.33M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 237.10K | — | $10.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 174.16K | — | $7.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 151.67K | — | $6.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 119.64K | — | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 108.47K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Cwm, Llc | 82.16K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 76.00K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 26.07K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 21.89K | — | $972,265 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 18.15K | +15.9% | $806,045 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 14.25K | — | $633,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | HighTower Advisors, LLC | 8.17K | — | $362,790 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 8.08K | — | $359,091 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 8.00K | — | $355,440 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 7.32K | — | $325,875 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.41K | 0.0% | $107,097 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 976 | — | $43,354 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Barclays Plc | 713 | — | $31,671 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 220 | — | $9,772 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 121 houders, 3.86M aandelen, $162.16M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.