FIBR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.2% ·
aandelenstroom +30.0% ·
netto nieuwe posities +14.7%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -1 | 8.38M | $743.99M | +2 | −4 |
| Q1 2026 | 34 | +5 | 7.20M | $640.90M | +7 | −2 |
| Q4 2025 | 29 | +1 | 5.32M | $477.85M | +2 | −1 |
| Q3 2025 | 4 | 0 | 153.26K | $13.80M | n/a | n/a |
| Q2 2025 | 3 | +1 | 134.20K | $11.89M | +1 | n/a |
| Q4 2024 | 1 | 0 | 6.40K | $556,839 | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.59K | $849,755 | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.71K | $490,300 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.58M | +13.3% | $230.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.03M | +16.5% | $92.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 629.86K | +54.1% | $55.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (passief) | 553.51K | +347.8% | $49.26M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 462.00K | +85.0% | $41.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 296.64K | +15.2% | $26.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 293.26K | +20.4% | $26.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 231.34K | +959.4% | $20.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Cwm, Llc | 206.74K | +21.0% | $18.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 195.40K | +235.3% | $17.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Bank of New York Mellon Corp | 180.27K | +24.1% | $16.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 147.81K | +7.2% | $13.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 140.97K | +1762.0% | $12.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Stifel Financial Corp | 65.40K | +11.3% | $5.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 59.55K | +1.1% | $5.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 24.94K | +146.3% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Cerity Partners LLC | 16.85K | Nieuw | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 15.88K | Nieuw | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 14.47K | +13.4% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 14.45K | +7.3% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 6.68K | -52.3% | $594,164 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 5.35K | +124.6% | $471,517 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 4.96K | Nieuw | $441,138 | 0.0% | New | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 4.63K | +7.2% | $411,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Hrt Financial Lp | 4.07K | Nieuw | $361,000 | 0.0% | New | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 3.84K | +0.2% | $341,404 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 2.23K | Nieuw | $198,527 | 0.0% | New | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.60K | +482.9% | $142,667 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Citigroup Inc | 1.14K | Nieuw | $101,816 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 378 | +26.0% | $33,644 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Us Bancorp \De\ | 321 | -99.0% | $28,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 261 | +177.7% | $23,264 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Rockefeller Capital Management L.P. | 28 | -62.2% | $2,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | UBS Group AG | 25 | Nieuw | $2,225 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Cerity Partners LLC | $1.50M | 0.0% |
| Citadel Advisors | $1.41M | 0.0% |
| Wealth Enhancement Advisory… | $441,138 | 0.0% |
| Hrt Financial Lp | $361,000 | 0.0% |
| Fifth Third Bancorp | $198,527 | 0.0% |
| Citigroup Inc | $101,816 | 0.0% |
| UBS Group AG | $2,225 | 0.0% |
Verlaten
| Goldman Sachs Group | $9.83M | was 0.0% |
| Mercer Global Advisors Inc… | $738,635 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 247 houders, 11.20M aandelen, $947.10M 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.