FIVA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | 62.60K | $2.35M | n/a | n/a |
| Q2 2026 | 32 | +4 | 5.48M | $210.97M | +6 | −2 |
| Q1 2026 | 28 | +8 | 5.40M | $187.94M | +9 | −1 |
| Q4 2025 | 20 | 0 | 4.10M | $140.48M | n/a | n/a |
| Q3 2025 | 3 | -1 | 1.73M | $54.17M | n/a | −1 |
| Q2 2025 | 2 | 0 | 1.69M | $49.61M | n/a | n/a |
| Q1 2025 | 1 | +1 | 46.68K | $1.24M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 1.56M | -3.4% | $54.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 1.52M | -4.3% | $52.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 473.42K | +74.1% | $16.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 463.68K | +337.0% | $16.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 344.58K | +19714.8% | $11.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 191.53K | +9202.2% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 153.11K | +16.7% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 130.93K | +30.8% | $4.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 126.01K | +53.6% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 97.81K | +46.1% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 61.36K | Nieuw | $2.16M | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 55.77K | +13.2% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Raymond James Financial Inc | 50.37K | +153.5% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 47.48K | Nieuw | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 15 | Sei Investments Co | 38.41K | Nieuw | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 16 | Mariner, LLC | 36.87K | +55.2% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 23.89K | -4.7% | $831,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 6.92K | Nieuw | $240,816 | 0.0% | New | 1 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 4.92K | -2.8% | $171,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 4.53K | +1.9% | $157,646 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | UBS Group AG | 3.65K | Nieuw | $127,196 | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Fifth Third Bancorp | 2.12K | Nieuw | $73,936 | 0.0% | New | 1 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 826 | +37.7% | $28,753 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Us Bancorp \De\ | 167 | Nieuw | $5,813 | 0.0% | New | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 122 | Nieuw | $4,247 | 0.0% | New | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 47 | Nieuw | $1,583 | 0.0% | New | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 4 | 0.0% | $139 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | -99.4% | $29 | 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
| Wealth Enhancement Advisory… | $2.16M | 0.0% |
| Citadel Advisors | $1.65M | 0.0% |
| Sei Investments Co | $1.34M | 0.0% |
| Stifel Financial Corp | $240,816 | 0.0% |
| UBS Group AG | $127,196 | 0.0% |
| Fifth Third Bancorp | $73,936 | 0.0% |
| Us Bancorp \De\ | $5,813 | 0.0% |
| Assetmark, Inc | $4,247 | 0.0% |
| Jones Financial Companies Lllp | $1,583 | 0.0% |
Verlaten
| Mml Investors Services, Llc | $282,631 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 85 houders, 7.14M aandelen, $244.99M 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.