FBCV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.7% ·
aandelenstroom +15.9% ·
netto nieuwe posities -7.1%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | -1 | 768.23K | $30.58M | +2 | −3 |
| Q1 2026 | 16 | 0 | 691.44K | $24.88M | +1 | −1 |
| Q4 2025 | 16 | +1 | 692.38K | $24.69M | +1 | — |
| Q3 2025 | 2 | -1 | 70.88K | $2.42M | — | −1 |
| Q2 2025 | 2 | +1 | 18.64K | $610,280 | +1 | — |
| Q4 2024 | 1 | +1 | 6.65K | $210,113 | +1 | — |
| Q2 2024 | 1 | — | 16.92K | $507,815 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 418.73K | +0.6% | $16.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 145.29K | +158.3% | $5.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 145.29K | +158.3% | $5.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 52.73K | +73.6% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 28.85K | +49.4% | $1.15M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Cetera Investment Advisers | 28.57K | +8.8% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 22.07K | -2.2% | $878,871 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | National Bank Of Canada /Fi/ | 20.97K | 0.0% | $826,906 | 0.0% | Held | 3 | SEC ↗ |
| 9 | National Bank Of Canada /Fi/ | 20.97K | 0.0% | $826,906 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 13.65K | +6.8% | $543,543 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 12.80K | +7.0% | $509,537 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 11.77K | 0.0% | $468,602 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 10.03K | -55.5% | $399,474 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.97K | +65.7% | $78,612 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 1.97K | +65.7% | $78,612 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 612 | Nieuw | $24,370 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 191 | Nieuw | $7,606 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| UBS Group AG | $24,370 | 0.0% |
| Wells Fargo & Company/Mn | $7,606 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $354,835 | was 0.0% |
| Royal Bank Of Canada | $17,000 | was 0.0% |
| Assetmark, Inc | $16 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 44 houders, 1.14M aandelen, $40.25M 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.