FJUN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom -0.8% ·
netto nieuwe posities -4.3%
· formule
Brede distributie: dalende aandelen en minder houders
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 | 61.94K | $3.83M | n/a | n/a |
| Q2 2026 | 22 | +2 | 2.59M | $155.52M | +3 | −2 |
| Q1 2026 | 22 | -1 | 2.44M | $138.16M | +2 | −3 |
| Q4 2025 | 23 | -1 | 2.49M | $142.09M | +1 | −2 |
| Q3 2025 | 3 | 0 | 25.17K | $1.41M | n/a | n/a |
| Q2 2025 | 1 | 0 | 6.81K | $365,707 | n/a | n/a |
| Q1 2025 | 1 | 0 | 7.10K | $354,069 | n/a | n/a |
| Q4 2024 | 1 | 0 | 12.37K | $635,519 | n/a | n/a |
| Q3 2024 | 1 | +1 | 16.20K | $818,626 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 519.31K | n/a | $29.63M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 327.81K | n/a | $18.71M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 230.18K | n/a | $13.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Assetmark, Inc | 226.50K | n/a | $12.92M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 205.79K | n/a | $11.74M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 197.99K | n/a | $11.30M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 162.45K | n/a | $9.27M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | LPL Financial LLC | 125.07K | n/a | $7.14M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 122.77K | n/a | $7.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 79.09K | n/a | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 62.82K | n/a | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 59.99K | n/a | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 57.71K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 29.45K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 29.22K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 24.07K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Pnc Financial Services Group, Inc. | 10.66K | n/a | $608,088 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 7.45K | n/a | $424,812 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 5.41K | Nieuw | $308,409 | 0.0% | New | 1 | SEC ↗ |
| 20 | Hrt Financial Lp | 3.91K | n/a | $222,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Barclays Plc | 1.15K | n/a | $65,676 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 906 | n/a | $51,696 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 183 | +125.9% | $10,442 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $308,409 | 0.0% |
Verlaten
| Citadel Advisors | $751,968 | was 0.0% |
| JPMorgan Chase | $651,706 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 146 houders, 4.99M aandelen, $271.11M 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.