FJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.1% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 19.15K | $1.18M | n/a | −1 |
| Q2 2026 | 24 | +2 | 2.12M | $126.33M | +2 | −1 |
| Q1 2026 | 24 | +1 | 2.68M | $146.79M | +1 | n/a |
| Q4 2025 | 23 | 0 | 3.24M | $181.19M | n/a | n/a |
| Q3 2025 | 2 | 0 | 9.69K | $530,225 | n/a | n/a |
| Q2 2025 | 1 | 0 | 4.36K | $225,791 | n/a | n/a |
| Q1 2025 | 1 | 0 | 12.22K | $582,039 | n/a | n/a |
| Q4 2024 | 1 | 0 | 16.57K | $811,636 | n/a | n/a |
| Q3 2024 | 1 | 0 | 5.96K | $286,543 | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.99K | $275,807 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 713.17K | n/a | $39.88M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 575.02K | n/a | $32.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Cwm, Llc | 332.09K | n/a | $18.57M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 327.44K | n/a | $18.31M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Assetmark, Inc | 231.59K | n/a | $12.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 230.08K | n/a | $12.86M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 211.89K | n/a | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 136.28K | n/a | $7.62M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | LPL Financial LLC | 134.92K | n/a | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Captrust Financial Advisors | 107.77K | n/a | $6.03M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 37.95K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 36.62K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Truist Financial Corp | 34.20K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 30.25K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 29.32K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 19.99K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Wealth Enhancement Advisory… | 14.30K | n/a | $804,288 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 11.54K | n/a | $645,548 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cerity Partners LLC | 8.22K | n/a | $459,404 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 7.73K | +83.7% | $432,229 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 5.54K | +1.1% | $309,829 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Barclays Plc | 3.56K | n/a | $199,284 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 814 | n/a | $45,515 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 146 houders, 4.71M aandelen, $249.41M 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.