FDM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.7% ·
aandelenstroom +5.7% ·
netto nieuwe posities +7.1%
— 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 | 27 | 0 | 745.96K | $69.44M | +2 | −3 |
| Q1 2026 | 28 | +2 | 735.94K | $60.39M | +4 | −2 |
| Q4 2025 | 26 | 0 | 696.13K | $55.42M | +1 | −1 |
| Q3 2025 | 4 | 0 | 109.58K | $8.30M | — | — |
| Q2 2025 | 2 | -1 | 13.98K | $1.00M | — | −1 |
| Q1 2025 | 2 | 0 | 28.41K | $1.77M | — | — |
| Q4 2024 | 2 | +1 | 55.52K | $3.78M | +1 | — |
| Q3 2024 | 1 | +1 | 3.50K | $224,364 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 214.37K | +26.8% | $17.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 139.41K | +1.3% | $11.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 94.51K | -1.2% | $7.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 81.79K | +5.7% | $6.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 55.87K | +0.5% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Citadel Advisors ✦ | 21.32K | +130.3% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 18.77K | +26.2% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 13.09K | -24.2% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 11.92K | -1.5% | $978,617 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 10.70K | +72.6% | $878,315 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 10.62K | -0.7% | $871,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 9.54K | -28.9% | $783,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 8.51K | -22.5% | $698,419 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 7.84K | -27.9% | $643,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 7.79K | +10.3% | $639,691 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Captrust Financial Advisors | 6.19K | 0.0% | $508,438 | 0.0% | Held | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 5.12K | -2.1% | $420,606 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 4.08K | -37.4% | $335,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Brown Advisory Inc | 3.77K | 0.0% | $309,462 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 3.19K | -2.6% | $261,860 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 3.15K | Nieuw | $258,569 | 0.0% | New | 1 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 2.93K | 0.0% | $240,822 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 682 | +20.3% | $56,011 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Fifth Third Bancorp | 352 | Nieuw | $28,894 | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 220 | Nieuw | $17,824 | 0.0% | New | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 112 | 0.0% | $9,194 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 83 | +1.2% | $6,772 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 8 | Nieuw | $657 | 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
| AQR Capital Management | $258,569 | 0.0% |
| Fifth Third Bancorp | $28,894 | 0.0% |
| JPMorgan Chase | $17,824 | 0.0% |
| UBS AM, a distinct business… | $657 | 0.0% |
Verlaten
| Susquehanna International… | $1.54M | was 0.0% |
| Bank Of Montreal /Can/ | $11,942 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 83 houders, 1.69M aandelen, $139.97M 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.