FLCO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +4.8% ·
netto nieuwe posities +20.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 5.06K | $102,516 | n/a | n/a |
| Q2 2026 | 25 | -3 | 19.26M | $412.94M | n/a | −3 |
| Q1 2026 | 29 | +7 | 19.48M | $417.20M | +7 | n/a |
| Q4 2025 | 22 | 0 | 18.58M | $402.32M | n/a | n/a |
| Q3 2025 | 3 | 0 | 1.49M | $32.66M | n/a | n/a |
| Q2 2025 | 1 | 0 | 82.10K | $1.77M | n/a | n/a |
| Q1 2025 | 1 | 0 | 217.40K | $4.66M | n/a | n/a |
| Q4 2024 | 1 | 0 | 47.50K | $1.00M | n/a | n/a |
| Q3 2024 | 1 | +1 | 55.94K | $1.24M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Franklin Resources Inc | 14.90M | -1.2% | $319.13M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 1.19M | +1.9% | $25.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 989.73K | +3.4% | $21.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 667.92K | +143.9% | $14.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Captrust Financial Advisors | 353.59K | Nieuw | $7.57M | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 250.71K | +9.7% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Envestnet Asset Management Inc | 211.27K | +2.6% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 161.22K | +4.1% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 131.74K | +11.6% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 118.38K | +1060.2% | $2.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 116.10K | +15.4% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 114.51K | +25.4% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 62.25K | Nieuw | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 48.12K | -20.4% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 39.78K | Nieuw | $852,109 | 0.0% | New | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 21.73K | -66.7% | $465,465 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Susquehanna International Group, Llp | 18.50K | +35.1% | $396,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Hrt Financial Lp | 17.90K | Nieuw | $383,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 15.70K | -4.4% | $336,380 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 10.60K | +25.9% | $227,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 9.93K | Nieuw | $212,720 | 0.0% | New | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 8.28K | +1.1% | $178,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Wells Fargo & Company/Mn | 5.84K | 0.0% | $125,045 | 0.0% | Held | 2 | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 5.06K | 0.0% | $107,980 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 3.81K | +5.8% | $81,591 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cwm, Llc | 1.00K | +96.8% | $21,420 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 533 | Nieuw | $11,417 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 533 | +177.6% | $11,417 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Citigroup Inc | 163 | Nieuw | $3,491 | 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
| Captrust Financial Advisors | $7.57M | 0.0% |
| Goldman Sachs Group | $1.33M | 0.0% |
| Jane Street Group, Llc | $852,109 | 0.0% |
| Hrt Financial Lp | $383,000 | 0.0% |
| Commonwealth Equity Services… | $212,720 | 0.0% |
| UBS AM, a distinct business… | $11,417 | 0.0% |
| Citigroup Inc | $3,491 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 47 houders, 26.66M aandelen, $472.00M 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.