FDV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +20.0% ·
aandelenstroom -12.0% ·
netto nieuwe posities +16.7%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.01M | +14.7% | $92.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.44M | -11.7% | $75.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 807.99K | +24.9% | $24.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 505.24K | +8.1% | $15.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Rockefeller Capital Management L.P. | 444.27K | +37.1% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Truist Financial Corp | 349.99K | -21.6% | $10.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 348.57K | +5.1% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 312.28K | -9.2% | $9.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 179.07K | -14.1% | $5.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 142.50K | Nieuw | $4.39M | 0.0% | New | 1 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 84.57K | -12.0% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 73.73K | +44.6% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 58.69K | -32.9% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 57.50K | -91.4% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Federated Hermes, Inc. | 50.81K | -94.4% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 22.06K | Nieuw | $679,356 | 0.0% | New | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 21.60K | -0.6% | $665,358 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 15.77K | -90.3% | $485,742 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Captrust Financial Advisors | 12.60K | +6.4% | $387,924 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 11.13K | Nieuw | $342,896 | 0.0% | New | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 5.17K | 0.0% | $159,359 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 3.50K | Nieuw | $107,800 | 0.0% | New | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 975 | +331.4% | $30,030 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 893 | -51.0% | $27,504 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wells Fargo & Company/Mn | $4.39M | 0.0% |
| Susquehanna International… | $679,356 | 0.0% |
| Citadel Advisors | $342,896 | 0.0% |
| Fifth Third Bancorp | $107,800 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 67 houders, 17.04M aandelen, $463.14M 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.