FCPI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.7% · netto nieuwe posities -4.5% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 0 | 642.99K | $35.12M | +2 | −3 |
| 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 | 137.80K | 0.0% | $7.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 114.98K | +3.5% | $6.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 80.59K | +31.6% | $4.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 56.64K | +104.7% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 44.15K | +10.0% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 34.06K | -4.2% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 32.74K | -22.3% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 29.80K | +18.0% | $1.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 26.00K | -44.0% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 21.66K | +5.1% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 13.46K | -3.5% | $735,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 13.46K | +11.8% | $735,025 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | National Bank Of Canada /Fi/ | 9.51K | +2.2% | $518,744 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 8.88K | Nieuw | $485,079 | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 8.05K | -82.8% | $439,690 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 6.51K | 0.0% | $355,376 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 4.27K | Nieuw | $233,045 | 0.0% | New | 1 | SEC ↗ |
| 18 | Qube Research & Technologies Ltd | 283 | +241.0% | $15,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 91 | +1.1% | $4,974 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 20 | Assetmark, Inc | 59 | -45.4% | $3,223 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 6 | 0.0% | $378 | 0.0% | Held | 4 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | -100.0% | $19 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Jane Street Group, Llc | $485,079 | 0.0% |
| Mml Investors Services, Llc | $233,045 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $404,514 | was 0.0% |
| UBS Group AG | $62,335 | was 0.0% |
| Us Bancorp \De\ | $17,108 | 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.