FDMO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +14.3%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 15.37K | $1.47M | n/a | −1 |
| Q2 2026 | 34 | +7 | 5.48M | $539.99M | +8 | −1 |
| Q1 2026 | 28 | +4 | 5.54M | $443.54M | +4 | n/a |
| Q4 2025 | 24 | 0 | 4.22M | $354.49M | n/a | n/a |
| Q3 2025 | 4 | -2 | 1.93M | $160.52M | n/a | −2 |
| Q2 2025 | 3 | +1 | 1.94M | $147.47M | +1 | n/a |
| 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 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 3.06M | +44.9% | $244.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.41M | +7.4% | $113.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 205.67K | +5.4% | $16.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 170.95K | +20.4% | $13.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 145.23K | +36.0% | $11.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 87.19K | +4.6% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 89.01K | +228.3% | $6.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 62.97K | +1572.5% | $5.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 57.04K | +0.3% | $4.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 43.53K | +185.3% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 43.14K | +76.7% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Susquehanna International Group, Llp | 29.65K | +69.1% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 26.99K | -30.2% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 25.30K | -8.7% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Morgan Stanley ✦ | 25.15K | +10.1% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | Jane Street Group, Llc | 16.08K | Nieuw | $1.29M | 0.0% | New | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 14.39K | -25.6% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 10.90K | Nieuw | $873,090 | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 7.05K | +8.9% | $564,624 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 4.25K | -0.7% | $340,516 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cwm, Llc | 3.90K | +520.0% | $312,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 843 | +967.1% | $67,457 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Russell Investments Group, Ltd. | 285 | -7.2% | $22,829 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Assetmark, Inc | 174 | -93.1% | $13,931 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 123 | Nieuw | $9,852 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 62 | Nieuw | $4,973 | 0.0% | New | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 18 | +1700.0% | $1,444 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Blair William & Co/Il | 6 | 0.0% | $504 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $1.29M | 0.0% |
| Two Sigma Investments | $873,090 | 0.0% |
| Pnc Financial Services Group… | $9,852 | 0.0% |
| Fifth Third Bancorp | $4,973 | 0.0% |
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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.