Effectdossier · gearchiveerd kwartaal
FGD
naam in afwachting van profielverwerking
35Gevolgde houders
-4Δ houders
19.75MGehouden aandelen
$631.77MGerapporteerde waarde
+1Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.3% ·
aandelenstroom +11.0% ·
netto nieuwe posities -11.4%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -4 | 19.75M | $631.77M | +1 | −5 |
| Q1 2026 | 40 | +4 | 17.79M | $567.85M | +4 | — |
| Q4 2025 | 35 | +1 | 14.23M | $430.68M | +1 | — |
| Q3 2025 | 3 | +1 | 1.13M | $32.45M | +1 | — |
| Q2 2025 | 1 | -1 | 2.54K | $70,038 | — | −1 |
| Q1 2025 | 1 | 0 | 75.39K | $1.82M | — | — |
| Q4 2024 | 1 | +1 | 11.46K | $254,982 | +1 | — |
| Q2 2024 | 1 | — | 14.66K | $327,419 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.53M | +8.7% | $176.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.87M | +13.2% | $123.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 3.87M | +13.2% | $123.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 3.87M | +13.2% | $123.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 3.87M | +13.2% | $123.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.83M | +22.1% | $58.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.83M | +22.1% | $58.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | UBS Group AG | 1.44M | +42.0% | $46.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.41M | +22.9% | $45.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 1.41M | +22.9% | $45.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.23M | +15.1% | $39.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.23M | +15.1% | $39.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.23M | +15.1% | $39.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 758.56K | -20.5% | $24.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 758.56K | -20.5% | $24.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 758.56K | -20.5% | $24.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 560.50K | +12.3% | $17.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 560.50K | +12.3% | $17.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 560.50K | +12.3% | $17.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 530.71K | +8.9% | $16.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 518.40K | +36.2% | $16.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 465.84K | +12.7% | $14.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 288.07K | +24.3% | $9.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 245.05K | +7.6% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 203.51K | +41.9% | $6.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 203.51K | +41.9% | $6.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 180.24K | +45.2% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 180.24K | +45.2% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 180.24K | +45.2% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 119.53K | +2.1% | $3.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 107.67K | +38.2% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 81.76K | +28.0% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 80.89K | +4.7% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Sei Investments Co | 50.43K | +11.4% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 46.21K | +132.4% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Creative Planning | 40.65K | +1.9% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 38.09K | +129.6% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 38.09K | +129.6% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 25.16K | +1.9% | $827,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 23.84K | +0.1% | $762,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 21.80K | +1.4% | $697,449 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 17.68K | -48.1% | $565,551 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 15.67K | +95.0% | $501,405 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Mariner, LLC | 13.48K | -40.7% | $431,161 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 7.58K | +2.9% | $242,526 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.91K | 0.0% | $61,303 | 0.0% | Held | 3 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 208 | 0.0% | $6,650 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 200 | 0.0% | $6,398 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 104 | Nieuw | $3,339 | 0.0% | New | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 4 | 0.0% | $128 | 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
| Russell Investments Group… | $3,339 | 0.0% |
Verlaten
| Citadel Advisors | $9.10M | was 0.0% |
| Jane Street Group, Llc | $6.49M | was 0.0% |
| Barclays Plc | $31,930 | was 0.0% |
| Citigroup Inc | $22,351 | was 0.0% |
| Qube Research & Technologies… | $18,392 | was 0.0% |
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 verder het vaakst 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: Q2 2026 ·
Methodologie ·
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