FIIG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +4.7% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 4.85M | +10.0% | $100.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.55M | +2.6% | $52.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 1.86M | -11.5% | $38.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 1.73M | +1.5% | $35.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 1.69M | +13.4% | $35.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | First Trust Advisors Lp | 462.53K | +34.2% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 389.84K | +15.6% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Assetmark, Inc | 238.28K | +13.7% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 205.03K | +10.7% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Susquehanna International Group, Llp | 116.65K | +846.8% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 114.72K | -24.3% | $2.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 84.81K | -48.5% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 71.54K | +12.7% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 52.35K | +115.7% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Lido Advisors, LLC | 13.51K | +1.2% | $280,247 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 883 | Nieuw | $18,322 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 287 | Nieuw | $5,955 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cwm, Llc | 8 | 0.0% | $166 | 0.0% | Held | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 2 | Nieuw | $43 | 0.0% | New | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1 | -99.8% | $36 | 0.0% | ▼ Trim | 2 | 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 | $18,322 | 0.0% |
| Northwestern Mutual Wealth… | $5,955 | 0.0% |
| JPMorgan Chase | $43 | 0.0% |
Verlaten
| Goldman Sachs Group | $915,437 | was 0.0% |
| Wells Fargo & Company/Mn | $409,944 | was 0.0% |
| Ameriprise Financial Inc | $385,882 | was 0.0% |
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.