Effectdossier · gearchiveerd kwartaal
FIVA
naam in afwachting van profielverwerking
32Gevolgde houders
+4Δ houders
5.48MGehouden aandelen
$210.97MGerapporteerde waarde
+6Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.3% ·
aandelenstroom +1.4% ·
netto nieuwe posities +12.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 3 | -1 | 1.73M | $54.17M | — | −1 |
| Q2 2025 | 2 | 0 | 1.69M | $49.61M | — | — |
| Q1 2025 | 1 | +1 | 46.68K | $1.24M | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 1.53M | -2.3% | $58.77M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 1.49M | -2.0% | $57.41M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 493.84K | +6.5% | $19.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 493.84K | +6.5% | $19.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 394.85K | -16.6% | $15.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 386.55K | +12.2% | $14.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 244.56K | +59.7% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 220.46K | +75.0% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 218.51K | +14.1% | $8.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 218.51K | +14.1% | $8.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 218.51K | +14.1% | $8.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 128.40K | +31.3% | $4.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 128.40K | +31.3% | $4.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 67.32K | +20.7% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 67.32K | +20.7% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 62.43K | +1.8% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Sei Investments Co | 50.25K | +30.8% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 49.08K | Nieuw | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mariner, LLC | 45.35K | +23.0% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 42.87K | -14.9% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 42.87K | -14.9% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 15.13K | -36.7% | $583,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 8.88K | -81.3% | $342,173 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 8.77K | +26.7% | $337,743 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 7.88K | Nieuw | $303,389 | 0.0% | New | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 5.60K | +13.7% | $215,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 4.40K | -2.9% | $169,411 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 4.40K | -2.9% | $169,411 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Fifth Third Bancorp | 2.12K | 0.0% | $81,816 | 0.0% | Held | 2 | SEC ↗ |
| 30 | UBS Group AG | 1.90K | -47.9% | $73,303 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | UBS Group AG | 1.90K | -47.9% | $73,303 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 590 | +383.6% | $22,738 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 590 | -28.6% | $22,727 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Us Bancorp \De\ | 167 | 0.0% | $6,433 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Simplex Trading, Llc | 133 | Nieuw | $5,123 | 0.0% | New | 1 | SEC ↗ |
| 36 | Citigroup Inc | 120 | Nieuw | $4,622 | 0.0% | New | 1 | SEC ↗ |
| 37 | Kayne Anderson Rudnick Investment… | 46 | Nieuw | $1,765 | 0.0% | New | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 40 | +3900.0% | $1,558 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 4 | 0.0% | $154 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 0 | Nieuw | $16 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $1.89M | 0.0% |
| Mml Investors Services, Llc | $303,389 | 0.0% |
| Simplex Trading, Llc | $5,123 | 0.0% |
| Citigroup Inc | $4,622 | 0.0% |
| Kayne Anderson Rudnick… | $1,765 | 0.0% |
| Pnc Financial Services Group… | $16 | 0.0% |
Verlaten
| Jane Street Group, Llc | $4.56M | was 0.0% |
| Jones Financial Companies Lllp | $1,583 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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