Effectdossier · gearchiveerd kwartaal
FJP
naam in afwachting van profielverwerking
25Gevolgde houders
0Δ houders
1.98MGehouden aandelen
$151.17MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.5% · netto nieuwe posities 0.0% — formule
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 | 25 | 0 | 1.98M | $151.17M | +1 | −1 |
| Q1 2026 | 26 | +4 | 1.97M | $143.12M | +5 | −1 |
| Q4 2025 | 22 | +2 | 1.92M | $128.98M | +2 | — |
| Q3 2025 | 2 | 0 | 276.05K | $17.99M | — | — |
| Q2 2025 | 1 | -1 | 312 | $18,660 | — | −1 |
| Q1 2025 | 1 | +1 | 14.28K | $782,720 | +1 | — |
| Q2 2024 | 1 | — | 15.75K | $811,492 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 724.62K | -1.5% | $55.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 724.62K | -1.5% | $55.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 724.62K | -1.5% | $55.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 724.62K | -1.5% | $55.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 284.74K | +9.4% | $21.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 241.10K | -1.0% | $18.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 241.10K | -1.0% | $18.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 241.10K | -1.0% | $18.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 224.64K | +2.7% | $17.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 129.23K | +3.9% | $9.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 94.79K | +7.7% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 94.79K | +7.7% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Assetmark, Inc | 93.08K | +8.0% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 52.88K | -2.1% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 38.07K | +2.5% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 28.64K | +54.9% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 20.56K | +1.9% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 20.56K | +1.9% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 20.56K | +1.9% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 18.68K | -48.4% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 7.34K | +24.6% | $560,490 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 6.68K | +31.4% | $509,775 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 3.49K | -4.6% | $266,358 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 3.39K | +17.3% | $260,995 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 3.02K | -69.6% | $230,273 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mariner, LLC | 2.87K | -10.4% | $218,639 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 553 | +31.7% | $42,185 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 553 | +31.7% | $42,185 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 512 | +2.4% | $39,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 459 | -97.0% | $35,033 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 459 | -97.0% | $35,033 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 346 | Nieuw | $26,408 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 327 | +6.5% | $25,001 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 230 | -31.1% | $18,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 230 | -31.1% | $18,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 230 | -31.1% | $18,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 100 | 0.0% | $7,633 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Wells Fargo & Company/Mn | $26,408 | 0.0% |
Verlaten
| Northwestern Mutual Wealth… | $4,937 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 86 houders, 2.63M aandelen, $184.29M 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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