FISR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | +1 | 7.40M | $189.87M | +2 | −1 |
| Q1 2026 | 11 | 0 | 8.64M | $222.28M | +3 | −3 |
| Q4 2025 | 11 | 0 | 5.76M | $149.31M | — | — |
| Q3 2025 | 2 | +1 | 87.03K | $2.27M | +1 | — |
| Q1 2025 | 1 | 0 | 10.05K | $260,223 | — | — |
| Q4 2024 | 1 | 0 | 13.51K | $342,519 | — | — |
| Q3 2024 | 1 | +1 | 15.91K | $423,164 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.36M | +34.3% | $112.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.92M | +57.9% | $75.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cerity Partners LLC | 619.79K | Nieuw | $15.94M | 0.0% | New | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 427.01K | +15.7% | $10.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 160.59K | +14.6% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 160.59K | +14.6% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 140.08K | +42.8% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 12.10K | -19.5% | $311,269 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 12.10K | -19.5% | $311,269 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cwm, Llc | 1.59K | Nieuw | $40,895 | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.14K | -86.5% | $29,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 1.14K | -86.5% | $29,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 50 | Nieuw | $1,286 | 0.0% | New | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 1 | -100.0% | $0 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Cerity Partners LLC | $15.94M | 0.0% |
| Cwm, Llc | $40,895 | 0.0% |
| Pnc Financial Services Group… | $1,286 | 0.0% |
Verlaten
| Citadel Advisors | $600,205 | was 0.0% |
| Bank Of America Corp /De/ | $86,254 | was 0.0% |
| Wells Fargo & Company/Mn | $80,347 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 80 houders, 18.09M aandelen, $439.37M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.