FDT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.8% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 3.72K | $342,645 | +1 | n/a |
| Q2 2026 | 33 | 0 | 6.57M | $621.83M | +3 | −3 |
| Q1 2026 | 34 | +3 | 6.25M | $543.55M | +5 | −2 |
| Q4 2025 | 31 | 0 | 4.43M | $352.19M | n/a | n/a |
| Q3 2025 | 3 | 0 | 1.07M | $80.84M | n/a | n/a |
| Q2 2025 | 1 | n/a | 281 | $19,351 | n/a | n/a |
| Q3 2024 | 1 | +1 | 8.90K | $513,378 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.11M | +3.4% | $87.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 844.38K | n/a | $67.08M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 418.05K | n/a | $33.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 406.08K | n/a | $32.26M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 284.77K | n/a | $22.62M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 268.83K | n/a | $21.36M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 207.84K | n/a | $16.51M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Raymond James Financial Inc | 203.04K | n/a | $16.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Assetmark, Inc | 153.13K | n/a | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 151.40K | n/a | $12.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 101.77K | n/a | $8.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 79.94K | n/a | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 42.20K | n/a | $3.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Truist Financial Corp | 40.00K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 30.04K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 22.16K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Us Bancorp \De\ | 16.33K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | First Trust Advisors Lp | 11.97K | n/a | $951,292 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 10.76K | n/a | $855,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 8.97K | n/a | $712,653 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 7.48K | n/a | $594,038 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 5.16K | n/a | $410,103 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 3.14K | n/a | $249,173 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 3.06K | n/a | $243,014 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 3.03K | n/a | $240,790 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 928 | -21.1% | $73,727 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Fidelity (FMR) ✦ | 872 | +121.9% | $69,258 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 310 | n/a | $24,628 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 246 | n/a | $19,544 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 103 | n/a | $8,183 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 92 | n/a | $7,309 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 179 houders, 8.74M aandelen, $726.48M 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.