FDHY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +22.2% ·
aandelenstroom +30.0% ·
netto nieuwe posities +18.2%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -4 | 995.02K | $48.79M | — | −4 |
| Q1 2026 | 22 | +4 | 1.43M | $69.52M | +4 | — |
| Q4 2025 | 18 | 0 | 861.45K | $42.50M | — | — |
| Q3 2025 | 3 | 0 | 121.69K | $6.00M | — | — |
| Q2 2025 | 1 | — | 68 | $3,308 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 499.24K | -0.8% | $24.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 450.00K | Nieuw | $21.84M | 0.0% | New | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 97.88K | +5.6% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 97.88K | +5.6% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 65.15K | +2.2% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 65.15K | +2.2% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 47.15K | Nieuw | $2.30M | 0.0% | New | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 45.99K | +6.0% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 44.16K | Nieuw | $2.14M | 0.0% | New | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 37.51K | +2.9% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 30.87K | -37.0% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 26.46K | +382.5% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 15.53K | +38.3% | $753,926 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 15.47K | 0.0% | $750,914 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 11.81K | +13.2% | $573,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cibc World Market Inc. | 11.74K | -1.1% | $570,102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 10.37K | Nieuw | $503,360 | 0.0% | New | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 9.81K | 0.0% | $476,177 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 5.88K | +645.5% | $284,454 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 4.56K | -2.0% | $222,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 4.56K | -2.0% | $222,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.76K | -5.8% | $85,684 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | TD Waterhouse Canada Inc. | 766 | 0.0% | $37,228 | 0.0% | Held | 2 | SEC ↗ |
| 24 | UBS Group AG | 280 | -46.7% | $13,591 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 0 | -100.0% | $17 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $21.84M | 0.0% |
| Wealth Enhancement Advisory… | $2.30M | 0.0% |
| Jane Street Group, Llc | $2.14M | 0.0% |
| Citadel Advisors | $503,360 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 73 houders, 2.52M aandelen, $121.14M 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.