Effectdossier · gearchiveerd kwartaal
FDM
naam in afwachting van profielverwerking
28Gevolgde houders
0Δ houders
749.01KGehouden aandelen
$69.73MGerapporteerde waarde
+2Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.8% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | 0 | 749.01K | $69.73M | +2 | −2 |
| 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 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 215.86K | +0.7% | $20.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 143.76K | +3.1% | $13.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 112.88K | +19.4% | $10.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 112.88K | +19.4% | $10.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 112.88K | +19.4% | $10.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 76.61K | -6.3% | $7.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 76.61K | -6.3% | $7.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 34.60K | -38.1% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 34.60K | -38.1% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 23.91K | +27.4% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 15.39K | Nieuw | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 14.79K | Nieuw | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 14.50K | +35.5% | $1.35M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 13.79K | +29.8% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 13.79K | +29.8% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 12.23K | -6.5% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 12.23K | -6.5% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 11.61K | -2.6% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 9.44K | -1.0% | $879,386 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 8.36K | -1.8% | $777,907 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 8.03K | +29.6% | $747,487 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mariner, LLC | 7.84K | 0.0% | $730,448 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 7.34K | -5.8% | $683,411 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 4.20K | +33.2% | $390,783 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 3.05K | -40.5% | $283,913 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 3.01K | -5.6% | $280,410 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 2.93K | 0.0% | $273,165 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 2.84K | -30.4% | $264,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.28K | +87.8% | $119,257 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Fifth Third Bancorp | 402 | +14.2% | $37,462 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 147 | +31.2% | $13,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 110 | -50.0% | $10,207 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 83 | 0.0% | $7,692 | 0.0% | Held | 3 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 8 | 0.0% | $745 | 0.0% | Held | 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 | $1.43M | 0.0% |
| Susquehanna International… | $1.38M | 0.0% |
Verlaten
| Citadel Advisors | $1.75M | was 0.0% |
| Brown Advisory Inc | $309,462 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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