FLCH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.3% ·
aandelenstroom +2.1% ·
netto nieuwe posities +12.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 1.21M | +2.3% | $24.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 569.17K | +4.5% | $11.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 448.80K | +3438.6% | $9.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 4 | Cetera Investment Advisers | 363.81K | +3.3% | $7.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 188.04K | -22.8% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 107.94K | +23.0% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 68.67K | +0.6% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Franklin Resources Inc | 28.99K | 0.0% | $591,773 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 9 | D. E. Shaw & Co. ✦ | 27.02K | Nieuw | $551,457 | 0.0% | New | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 25.81K | +68.4% | $526,803 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 24.62K | +23.3% | $502,594 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 20.05K | -60.4% | $410,736 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Hrt Financial Lp | 13.98K | Nieuw | $285,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 13.07K | -30.6% | $266,737 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | National Bank Of Canada /Fi/ | 6.83K | 0.0% | $139,400 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 5.47K | -98.7% | $111,732 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 2.49K | +5.6% | $50,767 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 1.12K | 0.0% | $22,903 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.02K | +179.3% | $20,932 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 600 | Nieuw | $12,384 | 0.0% | New | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 200 | 0.0% | $4,083 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Us Bancorp \De\ | 199 | 0.0% | $4,062 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 134 | +13300.0% | $2,741 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Jones Financial Companies Lllp | 124 | Nieuw | $2,513 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| D. E. Shaw & Co. | $551,457 | 0.0% |
| Hrt Financial Lp | $285,000 | 0.0% |
| TD Waterhouse Canada Inc. | $12,384 | 0.0% |
| Jones Financial Companies Lllp | $2,513 | 0.0% |
Verlaten
| Citadel Advisors | $421,738 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 5.39M aandelen, $115.19M 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.