FCT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.0% ·
aandelenstroom -7.7% ·
netto nieuwe posities -8.7%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -2 | 4.32M | $41.75M | — | −2 |
| Q1 2026 | 23 | -2 | 4.70M | $45.35M | +2 | −4 |
| Q4 2025 | 25 | 0 | 5.10M | $51.34M | — | — |
| Q3 2025 | 1 | — | 2.00M | $20.03M | — | — |
| Q1 2025 | 1 | +1 | 22.80K | $231,141 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.24M | -15.3% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.24M | -15.3% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.24M | -15.3% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.24M | -15.3% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.24M | -15.3% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 564.55K | -13.6% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 564.55K | -13.6% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 515.24K | -4.8% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 418.61K | +17.4% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 418.61K | +17.4% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 418.61K | +17.4% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 402.05K | -7.6% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 301.73K | +5.3% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 227.21K | -10.0% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 227.21K | -10.0% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 217.58K | -10.1% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 135.94K | +26.3% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 133.18K | +5.9% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 133.18K | +5.9% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Balyasny Asset Management L.P. | 111.62K | 0.0% | $1.08M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 103.77K | -3.3% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 103.77K | -3.3% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 69.05K | +0.8% | $665,603 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 65.67K | +3.6% | $633,019 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 57.08K | +46.8% | $550,213 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 48.30K | -5.0% | $465,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 47.88K | -2.5% | $461,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cwm, Llc | 26.35K | +23.1% | $253,975 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 10.60K | -84.7% | $102,194 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 1.40K | 0.0% | $13,314 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 907 | 0.0% | $8,743 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 379 | Nieuw | $3,652 | 0.0% | New | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passief) | 296 | Nieuw | $2,853 | 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
| Fifth Third Bancorp | $3,652 | 0.0% |
| BlackRock | $2,853 | 0.0% |
Verlaten
| Corient Private Wealth LP | $261,036 | was 0.0% |
| Nomura Holdings Inc | $154,434 | was 0.0% |
| National Bank Of Canada /Fi/ | $20,080 | was 0.0% |
| Northwestern Mutual Wealth… | $11,782 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 85 houders, 8.90M aandelen, $76.75M 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.