FDMO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +5.8% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +7 | 5.48M | $539.99M | +8 | −1 |
| Q1 2026 | 28 | +4 | 5.54M | $443.54M | +4 | — |
| Q4 2025 | 24 | 0 | 4.22M | $354.49M | — | — |
| Q3 2025 | 4 | -2 | 1.93M | $160.52M | — | −2 |
| Q2 2025 | 3 | +1 | 1.94M | $147.47M | +1 | — |
| Q1 2025 | 1 | 0 | 42.20K | $2.75M | +1 | −1 |
| Q4 2024 | 1 | 0 | 8.80K | $612,575 | +1 | −1 |
| Q3 2024 | 1 | +1 | 37.85K | $2.50M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 2.11M | +16.7% | $177.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.32M | — | $110.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 195.06K | — | $16.38M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 141.95K | — | $11.92M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 141.95K | — | $11.92M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 106.80K | — | $8.97M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 83.35K | — | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 56.85K | — | $4.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cerity Partners LLC | 56.85K | — | $4.77M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 38.66K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 38.66K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 27.72K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 27.72K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 27.72K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 27.11K | -59.3% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 24.41K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 24.41K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 22.84K | -48.1% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 22.84K | -48.1% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 22.84K | -48.1% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 19.34K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 17.54K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 17.54K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 15.26K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 15.26K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 6.47K | — | $543,214 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 4.28K | — | $359,360 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 3.77K | -69.9% | $316,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 2.53K | — | $212,664 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 629 | — | $53,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 307 | — | $25,776 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 79 | — | $6,623 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Blair William & Co/Il | 6 | — | $528 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1 | — | $53 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 94 houders, 6.69M aandelen, $525.98M 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.