FINX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -14.7% ·
aandelenstroom -17.9% ·
netto nieuwe posities -17.2%
· formule
Brede distributie: dalende aandelen en minder houders
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 | 55 | $1,342 | n/a | n/a |
| Q2 2026 | 29 | 0 | 1.54M | $38.00M | +2 | −2 |
| Q1 2026 | 29 | -5 | 1.91M | $44.00M | +2 | −7 |
| Q4 2025 | 34 | 0 | 2.32M | $68.35M | n/a | n/a |
| Q3 2025 | 4 | -1 | 306.80K | $10.28M | n/a | −1 |
| Q2 2025 | 3 | 0 | 24.11K | $825,003 | n/a | n/a |
| Q1 2025 | 2 | 0 | 38.18K | $1.05M | n/a | n/a |
| Q4 2024 | 2 | -2 | 17.48K | $545,757 | n/a | −2 |
| Q3 2024 | 4 | +2 | 57.51K | $1.61M | +2 | n/a |
| Q2 2024 | 2 | n/a | 35.17K | $884,933 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 409.02K | -41.9% | $9.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 402.32K | +50.6% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 330.18K | +196.1% | $7.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 165.17K | -44.6% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 134.49K | -5.2% | $3.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 98.73K | +12.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 74.33K | +120.6% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 59.68K | -63.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citigroup Inc | 32.63K | -5.8% | $753,822 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 28.45K | +18.2% | $633,297 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 27.23K | -17.3% | $629,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Mercer Global Advisors Inc /Adv | 26.02K | Nieuw | $600,959 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 22.79K | +114.5% | $526,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 18.27K | -7.7% | $422,107 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Wealthfront Advisers LLC | 17.71K | +11.0% | $409,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 15.69K | +10.2% | $362,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 14.01K | -83.6% | $323,723 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 12.78K | -29.5% | $295,315 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Osaic Holdings, Inc. | 6.18K | -44.9% | $142,798 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 4.34K | +0.4% | $100,324 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 1.82K | -2.2% | $40,585 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Us Bancorp \De\ | 1.72K | 0.0% | $39,617 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 680 | -43.1% | $15,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 614 | -38.8% | $14,173 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 459 | -71.1% | $10,539 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 289 | 0.0% | $6,676 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 288 | -29.6% | $6,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 55 | 0.0% | $1,257 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 5 | Nieuw | $116 | 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
| Mercer Global Advisors Inc… | $600,959 | 0.0% |
| Assetmark, Inc | $116 | 0.0% |
Verlaten
| Mirae Asset Global… | $2.65M | was 0.0% |
| Envestnet Asset Management Inc | $2.58M | was 0.0% |
| HighTower Advisors, LLC | $977,160 | was 0.0% |
| Commonwealth Equity Services… | $318,900 | was 0.0% |
| D. E. Shaw & Co. | $241,032 | was 0.0% |
| Creative Planning | $225,522 | was 0.0% |
| Simplex Trading, Llc | $3,178 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 78 houders, 2.54M aandelen, $57.67M 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.