FEM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.4% ·
aandelenstroom +0.6% ·
netto nieuwe posities +3.3%
· 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 | 34 | -2 | 13.50M | $431.84M | +1 | −4 |
| Q1 2026 | 38 | +8 | 13.58M | $406.66M | +9 | −1 |
| Q4 2025 | 30 | +1 | 10.04M | $274.68M | +1 | n/a |
| Q3 2025 | 3 | 0 | 2.35M | $63.73M | n/a | n/a |
| Q2 2025 | 1 | n/a | 348 | $8,555 | n/a | n/a |
| Q4 2024 | 1 | +1 | 34.16K | $752,497 | +1 | n/a |
| Q2 2024 | 1 | n/a | 27.49K | $658,135 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.39M | +1.7% | $65.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.38M | n/a | $37.62M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.18M | n/a | $32.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 1.05M | n/a | $28.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 985.23K | n/a | $26.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | UBS Group AG | 602.47K | n/a | $16.48M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 570.22K | n/a | $15.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 444.19K | n/a | $12.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | State Of Wisconsin Investment Board | 313.81K | n/a | $8.58M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 292.02K | n/a | $7.99M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Assetmark, Inc | 227.39K | n/a | $6.22M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 219.00K | n/a | $5.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 69.43K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Stifel Financial Corp | 43.86K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 41.14K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 31.79K | n/a | $870,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | First Trust Advisors Lp | 28.28K | n/a | $773,458 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 26.56K | n/a | $726,361 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 26.12K | n/a | $714,437 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 25.84K | n/a | $706,732 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 25.55K | n/a | $698,710 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 23.75K | n/a | $649,508 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 22.47K | Nieuw | $614,555 | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 10.32K | n/a | $282,217 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 9.70K | n/a | $265,158 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 9.15K | n/a | $250,225 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 765 | +181.2% | $20,949 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Fidelity (FMR) ✦ | 631 | +18.2% | $17,266 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Citigroup Inc | 567 | n/a | $15,507 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 400 | n/a | $10,940 | 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
| Goldman Sachs Group | $614,555 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 136 houders, 18.22M aandelen, $526.22M 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.