FIIG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom -1.3% ·
netto nieuwe posities +5.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 286.62K | $5.63M | n/a | n/a |
| Q2 2026 | 23 | +4 | 13.57M | $280.98M | +5 | −1 |
| Q1 2026 | 20 | 0 | 14.43M | $299.39M | +3 | −3 |
| Q4 2025 | 20 | +1 | 13.78M | $292.06M | +1 | n/a |
| Q3 2025 | 2 | n/a | 2.78M | $58.93M | n/a | n/a |
| Q1 2025 | 1 | +1 | 123.77K | $2.57M | +1 | n/a |
| Q3 2024 | 1 | +1 | 20.36K | $434,986 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.41M | n/a | $93.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.48M | +6.7% | $52.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 2.10M | n/a | $44.47M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 1.70M | n/a | $36.14M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 1.49M | n/a | $31.66M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | First Trust Advisors Lp | 344.64K | n/a | $7.31M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 337.15K | n/a | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Assetmark, Inc | 209.58K | n/a | $4.44M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 185.22K | n/a | $3.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 164.79K | n/a | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 151.50K | n/a | $3.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Citadel Advisors ✦ | 63.51K | Nieuw | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 43.18K | -90.4% | $915,437 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 24.27K | n/a | $515,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Wells Fargo & Company/Mn | 19.34K | n/a | $409,944 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 18.13K | n/a | $385,882 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Lido Advisors, LLC | 13.35K | n/a | $283,028 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 12.32K | n/a | $261,205 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 617 | n/a | $13,099 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 8 | n/a | $0 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $1.35M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 125 houders, 25.66M aandelen, $510.62M 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.