Effectdossier · gearchiveerd kwartaal
FIW
naam in afwachting van profielverwerking
46Gevolgde houders
-2Δ houders
5.54MGehouden aandelen
$606.49MGerapporteerde waarde
+1Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom +0.8% ·
netto nieuwe posities -6.5%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 8.68K | $905,857 | n/a | −1 |
| Q2 2026 | 46 | -2 | 5.54M | $606.49M | +1 | −4 |
| Q1 2026 | 50 | +2 | 5.54M | $570.87M | +3 | −1 |
| Q4 2025 | 48 | 0 | 5.55M | $603.01M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.13M | $126.42M | n/a | n/a |
| Q2 2025 | 3 | -2 | 11.48K | $1.24M | n/a | −2 |
| Q1 2025 | 3 | +2 | 34.44K | $3.47M | +2 | n/a |
| Q4 2024 | 1 | -1 | 2.20K | $224,612 | n/a | −1 |
| Q3 2024 | 2 | +2 | 4.38K | $478,537 | +2 | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.00M | -0.6% | $109.63M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 914.51K | -3.6% | $100.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 528.80K | +3.3% | $57.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Wells Fargo & Company/Mn | 316.76K | +2.7% | $34.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 309.46K | +5.3% | $33.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 281.08K | +4.0% | $30.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 232.53K | +14.9% | $25.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 218.43K | -3.4% | $23.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 216.37K | -3.6% | $23.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 209.52K | +7.9% | $22.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 201.24K | +16.8% | $22.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | 1832 Asset Management L.P. | 177.70K | 0.0% | $19.46M | 0.0% | Held | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 161.17K | -17.9% | $17.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 118.54K | +5.1% | $12.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Bnp Paribas Financial Markets | 100.00K | +100.0% | $10.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 81.64K | -7.0% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Us Bancorp \De\ | 66.25K | +1.0% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Northwestern Mutual Wealth… | 50.33K | +17.1% | $5.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 45.83K | +25.2% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 40.87K | -2.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 32.70K | +303.3% | $3.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Fifth Third Bancorp | 31.21K | +3.4% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 28.05K | -64.0% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 23.21K | +4.5% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 25 | Focus Partners Wealth | 22.36K | -0.8% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 19.89K | -53.9% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 27 | Cibc World Market Inc. | 14.92K | +2.7% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 12.79K | +2.5% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 12.01K | +2.8% | $1.32M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 30 | Rockefeller Capital Management L.P. | 10.02K | -43.1% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 8.36K | +79.6% | $915,293 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 8.33K | -31.8% | $912,639 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 8.34K | +0.9% | $900,377 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 7.24K | +5.8% | $793,034 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Creative Planning | 6.69K | +4.5% | $732,533 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 5.11K | -15.2% | $559,757 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Brown Advisory Inc | 3.50K | -22.2% | $383,539 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Citigroup Inc | 2.73K | -1.4% | $299,256 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Wealthfront Advisers LLC | 2.71K | -3.3% | $297,347 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 2.10K | 0.0% | $227,887 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Cerity Partners LLC | 1.91K | Nieuw | $208,654 | 0.0% | New | 1 | SEC ↗ |
| 42 | BlackRock ✦ (passief) | 1.56K | +14.1% | $170,626 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 43 | Assetmark, Inc | 419 | +21.8% | $45,889 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Blair William & Co/Il | 116 | 0.0% | $12,743 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Simplex Trading, Llc | 63 | -33.7% | $6,899 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 2 | -98.3% | $219 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Cerity Partners LLC | $208,654 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $3.35M | was 0.0% |
| Citadel Advisors | $387,150 | was 0.0% |
| Corient Private Wealth LP | $216,780 | was 0.0% |
| UBS AM, a distinct business… | $45,377 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 302 houders, 8.52M aandelen, $826.04M 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 het vaakst nog meer 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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