FJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.1% ·
aandelenstroom -8.8% ·
netto nieuwe posities +4.2%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 19.15K | $1.18M | n/a | n/a |
| 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 | Raymond James Financial Inc | 483.03K | -4.9% | $28.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Assetmark, Inc | 275.32K | +7.6% | $16.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 220.83K | +21.2% | $13.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 214.19K | -50.5% | $12.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 163.53K | -6.3% | $9.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 157.52K | -9.3% | $9.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 146.25K | +21.0% | $8.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 114.07K | -9.5% | $6.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Captrust Financial Advisors | 106.61K | -1.1% | $6.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 72.75K | -7.5% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mariner, LLC | 36.13K | -2.3% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 23.82K | +229.3% | $1.42M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 13 | Truist Financial Corp | 22.94K | -31.0% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 21.10K | +8.0% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Hrt Financial Lp | 11.20K | +157.7% | $666,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 10.69K | Nieuw | $635,473 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Wealth Enhancement Advisory… | 10.12K | -4.4% | $604,794 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 8.88K | -21.6% | $529,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cerity Partners LLC | 8.11K | -1.3% | $482,869 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 5.69K | -78.6% | $338,664 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 5.54K | 0.0% | $329,911 | 0.0% | Held | 4 | SEC ↗ |
| 22 | Barclays Plc | 3.38K | +12.5% | $201,186 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 70 | Nieuw | $4,142 | 0.0% | New | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 10 | -97.0% | $595 | 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
| JPMorgan Chase | $635,473 | 0.0% |
| Jones Financial Companies Lllp | $4,142 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.87M | was 0.0% |
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.