FDEC
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs -3.8% ·
flux d'actions -11.5% ·
nouvelles positions nettes -4.0%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | -1 | 2.39M | $130.27M | +2 | −3 |
| Q1 2026 | 27 | +5 | 3.04M | $150.92M | +5 | — |
| Q4 2025 | 22 | 0 | 3.03M | $155.00M | — | — |
| Q3 2025 | 2 | -1 | 11.18K | $550,454 | — | −1 |
| Q2 2025 | 2 | 0 | 13.94K | $650,717 | — | — |
| Q1 2025 | 2 | +1 | 23.26K | $1.01M | +1 | — |
| Q4 2024 | 1 | 0 | 21.35K | $951,855 | — | — |
| Q3 2024 | 1 | 0 | 17.13K | $749,879 | — | — |
| Q2 2024 | 1 | — | 22.63K | $962,864 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 301.96K | +7.1% | $16.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 299.88K | -3.1% | $16.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 269.82K | -51.4% | $14.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 258.44K | -6.5% | $14.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 258.44K | -6.5% | $14.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 232.26K | +10.0% | $12.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 200.85K | -44.1% | $10.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 171.41K | +34.3% | $9.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 171.41K | +34.3% | $9.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 171.41K | +34.3% | $9.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | National Bank Of Canada /Fi/ | 136.12K | +7.0% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 88.43K | -10.2% | $4.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 76.32K | +13.1% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 72.15K | -1.2% | $3.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 46.12K | +147.8% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 38.78K | +90.4% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 38.01K | +4.1% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Hrt Financial Lp | 35.91K | +582.2% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 26.06K | -4.5% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 26.06K | -4.5% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mariner, LLC | 21.75K | -3.8% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mariner, LLC | 21.75K | -3.8% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 18.24K | +7.3% | $993,538 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 17.07K | +72.7% | $936,721 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 15.74K | +7.8% | $857,097 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Captrust Financial Advisors | 11.14K | -15.3% | $606,657 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 10.73K | Nouveau | $582,059 | 0.0% | New | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 10.73K | Nouveau | $582,059 | 0.0% | New | 1 | SEC ↗ |
| 29 | Barclays Plc | 2.72K | Nouveau | $148,206 | 0.0% | New | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.90K | 0.0% | $103,706 | 0.0% | Held | 4 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 28 | -92.7% | $1,525 | 0.0% | ▼ Trim | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| JPMorgan Chase | $582,059 | 0.0% |
| JPMorgan Chase | $582,059 | 0.0% |
| Barclays Plc | $148,206 | 0.0% |
Sorti(e)
| Jane Street Group, Llc | $1.30M | était 0.0% |
| UBS Group AG | $36,395 | était 0.0% |
| Jones Financial Companies Lllp | $29,658 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 152 détenteurs, 6.46M actions, $306.78M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.