FCPI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.3% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | 0 | 650.94K | $35.56M | +2 | −2 |
| Q1 2026 | 24 | 0 | 647.76K | $31.91M | +3 | −3 |
| Q4 2025 | 24 | +1 | 645.94K | $32.04M | +1 | — |
| Q3 2025 | 5 | 0 | 78.23K | $3.92M | — | — |
| Q2 2025 | 2 | 0 | 60.93K | $2.84M | — | — |
| Q1 2025 | 1 | 0 | 49.03K | $2.12M | — | — |
| Q4 2024 | 1 | -1 | 25.47K | $1.10M | — | −1 |
| Q3 2024 | 2 | +1 | 42.45K | $1.84M | +1 | — |
| Q2 2024 | 1 | — | 31.46K | $1.29M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 137.77K | +0.3% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 111.10K | -6.4% | $5.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 61.25K | +81.0% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 46.70K | +55.1% | $2.30M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 46.42K | +205.3% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 46.42K | +205.3% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 42.15K | Nieuw | $2.07M | 0.0% | New | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 42.15K | Nieuw | $2.07M | 0.0% | New | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 40.13K | -5.6% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 35.56K | -3.0% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 35.56K | -3.0% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 27.67K | -70.5% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 25.25K | +3.3% | $1.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 20.60K | -49.8% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 13.95K | -0.5% | $685,767 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 12.04K | +9.3% | $591,657 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 9.31K | +17.3% | $457,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 8.23K | +0.3% | $404,514 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 6.51K | +41.2% | $319,852 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 1.27K | Nieuw | $62,335 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cwm, Llc | 1.23K | +16.4% | $60,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Us Bancorp \De\ | 348 | Nieuw | $17,108 | 0.0% | New | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 108 | -43.8% | $5,309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 90 | -51.1% | $4,424 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 83 | -54.4% | $4,080 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 6 | -95.4% | $334 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | 0.0% | $30 | 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
| Susquehanna International… | $2.07M | 0.0% |
| Susquehanna International… | $2.07M | 0.0% |
| UBS Group AG | $62,335 | 0.0% |
| Us Bancorp \De\ | $17,108 | 0.0% |
Verlaten
| Jane Street Group, Llc | $798,310 | was 0.0% |
| Two Sigma Investments | $415,632 | was 0.0% |
| Northwestern Mutual Wealth… | $19,644 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 51 houders, 999.75K aandelen, $46.64M 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.