Effectdossier · gearchiveerd kwartaal
FIDU
naam in afwachting van profielverwerking
44Gevolgde houders
+4Δ houders
4.60MGehouden aandelen
$397.76MGerapporteerde waarde
+6Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +3.5% ·
netto nieuwe posities +9.1%
· 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 | 2 | 0 | 3.20K | $285,833 | n/a | n/a |
| Q2 2026 | 39 | -3 | 4.70M | $468.44M | +3 | −7 |
| Q1 2026 | 44 | +4 | 4.60M | $397.76M | +6 | −2 |
| Q4 2025 | 40 | +1 | 4.45M | $365.94M | +1 | n/a |
| Q3 2025 | 4 | +1 | 290.01K | $23.76M | +1 | n/a |
| Q2 2025 | 1 | -1 | 66.06K | $5.12M | n/a | −1 |
| Q1 2025 | 1 | +1 | 17.84K | $1.22M | +1 | n/a |
| Q3 2024 | 1 | +1 | 28.63K | $2.07M | +1 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.74M | 0.0% | $150.37M | 0.6% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Northwestern Mutual Wealth… | 889.71K | +6.3% | $76.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 389.11K | -1.9% | $33.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 275.12K | +24.9% | $23.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 213.93K | +2.3% | $18.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Bank Of America Corp /De/ | 142.31K | +13.6% | $12.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Mercer Global Advisors Inc /Adv | 131.47K | -5.1% | $11.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 129.89K | -0.9% | $11.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 92.66K | -4.3% | $8.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 89.14K | -8.0% | $7.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 80.95K | +10.5% | $7.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Stifel Financial Corp | 72.68K | +2.3% | $6.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 58.12K | -8.9% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Cetera Investment Advisers | 51.87K | +11.7% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 42.97K | +49.8% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 39.64K | -1.2% | $3.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Citigroup Inc | 24.31K | +89.4% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 24.38K | +72.0% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mariner, LLC | 18.10K | -1.4% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Mml Investors Services, Llc | 15.04K | -1.6% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 10.68K | -30.8% | $923,688 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 9.84K | -7.6% | $851,659 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 9.28K | -4.2% | $802,581 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 8.32K | -4.9% | $720,228 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 6.55K | +30.6% | $566,841 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Creative Planning | 6.43K | +37.5% | $556,255 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 6.41K | +79.5% | $554,247 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Quantinno Capital Management LP | 4.41K | +0.8% | $381,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 3.28K | Nieuw | $284,028 | 0.0% | New | 1 | SEC ↗ |
| 30 | Cwm, Llc | 3.17K | +448.8% | $274,459 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 3.02K | +20.1% | $261,146 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 2.90K | -8.2% | $254,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 2.73K | Nieuw | $235,940 | 0.0% | New | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 980 | -16.8% | $84,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Belvedere Trading LLC | 908 | Nieuw | $78,560 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 846 | +12.5% | $70,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 731 | +240.0% | $63,246 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 500 | -0.6% | $43,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | BlackRock ✦ (passief) | 500 | 0.0% | $43,260 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 250 | 0.0% | $21,630 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 27 | -38.6% | $2,323 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 26 | Nieuw | $2,250 | 0.0% | New | 1 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 9 | Nieuw | $779 | 0.0% | New | 1 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 6 | Nieuw | $525 | 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
| Fifth Third Bancorp | $284,028 | 0.0% |
| UBS AM, a distinct business… | $235,940 | 0.0% |
| Belvedere Trading LLC | $78,560 | 0.0% |
| Assetmark, Inc | $2,250 | 0.0% |
| National Bank Of Canada /Fi/ | $779 | 0.0% |
| TD Waterhouse Canada Inc. | $525 | 0.0% |
Verlaten
| Deutsche Bank Ag\ | $82,068 | was 0.0% |
| Simplex Trading, Llc | $25,981 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 219 houders, 8.65M aandelen, $734.40M 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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