FFA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.7% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +1 | 4.20M | $93.89M | +1 | — |
| Q1 2026 | 23 | 0 | 4.23M | $86.29M | +2 | −2 |
| Q4 2025 | 23 | +1 | 4.12M | $90.70M | +1 | — |
| Q3 2025 | 2 | — | 1.72M | $36.95M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.78M | +1.9% | $36.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.78M | +1.9% | $36.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.78M | +1.9% | $36.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 525.21K | +3.1% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 525.21K | +3.1% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Invesco Ltd. | 422.99K | +1.9% | $8.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 422.99K | +1.9% | $8.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 269.86K | +2.9% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 269.86K | +2.9% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 269.86K | +2.9% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 264.48K | -4.2% | $5.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 264.48K | -4.2% | $5.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 264.48K | -4.2% | $5.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 260.07K | +6.2% | $5.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 172.00K | -2.3% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 114.11K | +39.8% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 90.31K | +15.0% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Creative Planning | 79.73K | -0.1% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 61.15K | -1.0% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 61.15K | -1.0% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 52.52K | -13.5% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 25.35K | -1.4% | $517,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 20.33K | +6.1% | $414,690 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cwm, Llc | 19.37K | +32.2% | $395,230 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 15.59K | +0.9% | $318,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 14.08K | Nieuw | $287,253 | 0.0% | New | 1 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 11.48K | 0.0% | $234,233 | 0.0% | Held | 2 | SEC ↗ |
| 28 | CIBC Asset Management Inc | 10.26K | 0.0% | $209,304 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 8.89K | +0.2% | $181,389 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 8.03K | +30.9% | $163,894 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 960 | Nieuw | $18,874 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 300 | 0.0% | $5,886 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fifth Third Bancorp | $287,253 | 0.0% |
| Jones Financial Companies Lllp | $18,874 | 0.0% |
Verlaten
| Stifel Financial Corp | $224,275 | was 0.0% |
| Northwestern Mutual Wealth… | $9,160 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 64 houders, 6.51M aandelen, $132.23M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.