FCVT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom -1.2% ·
netto nieuwe posities +5.9%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +1 | 853.60K | $45.90M | +1 | — |
| Q1 2026 | 17 | -4 | 890.15K | $39.31M | — | −4 |
| Q4 2025 | 21 | 0 | 751.00K | $32.32M | — | — |
| Q3 2025 | 2 | — | 105.48K | $4.51M | — | — |
| Q3 2024 | 1 | 0 | 15.90K | $567,666 | — | — |
| Q2 2024 | 1 | — | 6.03K | $204,229 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 252.59K | +35.4% | $13.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 176.02K | +6.8% | $9.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 176.02K | +6.8% | $9.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 128.43K | +9.8% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 128.43K | +9.8% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 60.37K | -4.3% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 57.64K | -22.9% | $3.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 57.64K | -22.9% | $3.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 43.62K | -5.5% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 43.62K | -5.5% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 33.84K | +0.2% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 33.84K | +0.2% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 33.02K | +0.5% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 21.86K | -76.5% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 15.40K | -18.2% | $827,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 14.68K | -18.5% | $789,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 11.62K | -16.8% | $617,879 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 11.62K | -16.8% | $617,879 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 3.75K | Nieuw | $201,726 | 0.0% | New | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 352 | -31.9% | $18,981 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Blair William & Co/Il | 295 | 0.0% | $15,864 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Assetmark, Inc | 112 | 0.0% | $6,023 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | -98.8% | $75 | 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
| Mml Investors Services, Llc | $201,726 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 1.67M aandelen, $70.95M 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.