Effectdossier · gearchiveerd kwartaal
FGD
naam in afwachting van profielverwerking
40Gevolgde houders
+4Δ houders
17.79MGehouden aandelen
$567.85MGerapporteerde waarde
+4Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom +24.9% ·
netto nieuwe posities +10.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 26.22K | $858,157 | n/a | n/a |
| Q2 2026 | 34 | -4 | 19.72M | $631.01M | +1 | −6 |
| Q1 2026 | 40 | +4 | 17.79M | $567.85M | +4 | n/a |
| Q4 2025 | 35 | +1 | 14.23M | $430.68M | +1 | n/a |
| Q3 2025 | 3 | +1 | 1.13M | $32.45M | +1 | n/a |
| Q2 2025 | 1 | -1 | 2.54K | $70,038 | n/a | −1 |
| Q1 2025 | 1 | 0 | 75.39K | $1.82M | n/a | n/a |
| Q4 2024 | 1 | +1 | 11.46K | $254,982 | +1 | n/a |
| Q2 2024 | 1 | n/a | 14.66K | $327,419 | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.09M | +52.4% | $162.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.42M | +28.1% | $109.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 1.50M | +34.8% | $47.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 1.15M | +68.3% | $36.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 1.07M | -25.8% | $34.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | UBS Group AG | 1.01M | +26.9% | $32.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 954.39K | -26.9% | $30.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 499.24K | +23.1% | $15.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 487.42K | +11.6% | $15.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 413.26K | +16.2% | $13.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 380.54K | +27.5% | $12.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 285.05K | +551.5% | $9.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 227.81K | +10.5% | $7.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 231.83K | +45.9% | $7.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 203.10K | -29.9% | $6.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 143.46K | +43.6% | $4.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Osaic Holdings, Inc. | 124.11K | +30.6% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 117.12K | +4.0% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 77.89K | +29.9% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 77.22K | 0.0% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 63.88K | +22.4% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Sei Investments Co | 45.28K | +30.2% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Creative Planning | 39.89K | -0.1% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 34.09K | Nieuw | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 24.68K | +13.0% | $791,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 23.81K | +6.7% | $760,317 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 22.75K | +4.2% | $726,248 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | CIBC Bancorp USA Inc. | 21.51K | n/a | $686,776 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 19.88K | Nieuw | $634,788 | 0.0% | New | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 16.59K | -0.3% | $529,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 8.04K | -70.1% | $256,683 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 7.37K | +1.0% | $235,345 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Cwm, Llc | 3.28K | 0.0% | $104,858 | 0.0% | Held | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.91K | +871.9% | $59,512 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Barclays Plc | 1.00K | Nieuw | $31,930 | 0.0% | New | 1 | SEC ↗ |
| 36 | Citigroup Inc | 700 | 0.0% | $22,351 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 576 | Nieuw | $18,392 | 0.0% | New | 1 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 208 | 0.0% | $6,637 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 200 | 0.0% | $6,386 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 4 | 0.0% | $128 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Mercer Global Advisors Inc… | $1.09M | 0.0% |
| Fifth Third Bancorp | $634,788 | 0.0% |
| Barclays Plc | $31,930 | 0.0% |
| Qube Research & Technologies… | $18,392 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 189 houders, 25.09M aandelen, $779.63M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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