FDRR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.8% ·
aandelenstroom +1.2% ·
netto nieuwe posities +3.7%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +3 | 1.55M | $100.69M | +3 | n/a |
| Q1 2026 | 27 | 0 | 1.54M | $90.76M | +2 | −2 |
| Q4 2025 | 27 | +1 | 1.52M | $92.74M | +1 | n/a |
| Q3 2025 | 4 | 0 | 178.60K | $10.47M | n/a | n/a |
| Q2 2025 | 1 | -1 | 58.08K | $3.15M | n/a | −1 |
| Q1 2025 | 1 | +1 | 8.99K | $448,951 | +1 | n/a |
| Q2 2024 | 1 | n/a | 50.52K | $2.44M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 347.32K | n/a | $21.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 247.13K | n/a | $15.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 170.73K | n/a | $10.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 118.88K | n/a | $7.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Cwm, Llc | 92.31K | n/a | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 79.80K | -3.3% | $4.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 75.32K | n/a | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 69.69K | +8.6% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 66.33K | n/a | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 62.00K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 44.84K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Lido Advisors, LLC | 31.19K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 25.36K | -4.5% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 20.78K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 15.87K | Nieuw | $968,082 | 0.0% | New | 1 | SEC ↗ |
| 16 | Creative Planning | 10.82K | n/a | $660,405 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 8.75K | n/a | $539,975 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 7.94K | n/a | $484,377 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 6.47K | n/a | $394,982 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 6.37K | n/a | $388,758 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 5.37K | +0.9% | $327,921 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 4.04K | n/a | $246,514 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 2.03K | n/a | $124,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1.10K | n/a | $67,164 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Assetmark, Inc | 314 | n/a | $19,160 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 84 | n/a | $5,126 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 75 | n/a | $4,577 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $968,082 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 107 houders, 3.62M aandelen, $200.70M 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.