FLHY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +25.0% ·
aandelenstroom +14.9% ·
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 | 2 | 0 | 860.00K | $20.13M | n/a | n/a |
| Q2 2026 | 22 | -2 | 25.54M | $620.37M | +1 | −3 |
| Q1 2026 | 25 | +5 | 17.97M | $433.81M | +6 | −1 |
| Q4 2025 | 20 | -1 | 15.64M | $381.84M | n/a | −1 |
| Q3 2025 | 3 | +1 | 96.29K | $2.36M | +1 | n/a |
| Q1 2025 | 1 | 0 | 18.85K | $449,172 | n/a | n/a |
| Q4 2024 | 1 | +1 | 65.43K | $1.56M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Franklin Resources Inc | 10.57M | -1.9% | $255.17M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 2.49M | +87.7% | $60.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 1.62M | +35.9% | $39.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Assetmark, Inc | 831.33K | -0.2% | $20.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 767.88K | +79.2% | $18.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 393.59K | +1.8% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 166.70K | +1103.5% | $4.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 160.70K | +72.8% | $3.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 144.03K | +96562.4% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 141.80K | +61.7% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 111.17K | +51.1% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 108.19K | +54.7% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Cwm, Llc | 97.01K | +40.9% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 72.56K | +192.0% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 70.79K | Nieuw | $1.71M | 0.0% | New | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 69.61K | -20.7% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 52.50K | -5.3% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 32.98K | +198.2% | $788,677 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Royal Bank Of Canada | 29.99K | -67.3% | $723,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Fifth Third Bancorp | 20.79K | Nieuw | $501,822 | 0.0% | New | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 12.12K | +0.2% | $292,690 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 298 | Nieuw | $7,194 | 0.0% | New | 1 | SEC ↗ |
| 23 | Citigroup Inc | 181 | Nieuw | $4,369 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 111 | Nieuw | $2,680 | 0.0% | New | 1 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 111 | Nieuw | $2,680 | 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
| Jane Street Group, Llc | $1.71M | 0.0% |
| Fifth Third Bancorp | $501,822 | 0.0% |
| Northwestern Mutual Wealth… | $7,194 | 0.0% |
| Citigroup Inc | $4,369 | 0.0% |
| UBS Group AG | $2,680 | 0.0% |
| UBS AM, a distinct business… | $2,680 | 0.0% |
Verlaten
| Us Bancorp \De\ | $142,684 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 84 houders, 26.30M aandelen, $576.34M 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.