FDG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +12.6% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | 0 | 1.68M | $223.68M | +2 | −2 |
| Q1 2026 | 21 | +2 | 1.49M | $170.30M | +3 | −1 |
| Q4 2025 | 19 | 0 | 1.45M | $183.69M | — | — |
| Q3 2025 | 3 | -1 | 16.35K | $1.97M | — | −1 |
| Q2 2025 | 2 | +1 | 19.09K | $2.09M | +1 | — |
| Q4 2024 | 1 | 0 | 4.50K | $467,785 | — | — |
| Q3 2024 | 1 | +1 | 4.26K | $394,782 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 709.48K | +17.8% | $94.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 492.73K | +0.4% | $65.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 282.23K | +14.1% | $37.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 282.23K | +14.1% | $37.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 48.96K | +23.0% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Truist Financial Corp | 25.39K | -4.9% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 22.91K | +570.0% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 22.18K | -2.1% | $2.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 19.20K | Nieuw | $2.56M | 0.0% | New | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 16.00K | +4.3% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 15.63K | -0.8% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 10.95K | +67.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 10.95K | +67.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 6.60K | -4.7% | $878,715 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 4.39K | +10.4% | $584,302 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 1.74K | 0.0% | $231,591 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 998 | 0.0% | $132,832 | 0.0% | Held | 4 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 905 | +281.9% | $120,449 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 145 | -93.4% | $19,090 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | UBS Group AG | 63 | +43.2% | $8,385 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 54 | Nieuw | $7,187 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 23 | 0.0% | $3,061 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Two Sigma Investments | $2.56M | 0.0% |
| Wells Fargo & Company/Mn | $7,187 | 0.0% |
Verlaten
| Goldman Sachs Group | $516,989 | was 0.0% |
| Susquehanna International… | $205,062 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 56 houders, 2.05M aandelen, $230.88M 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.