FLIA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.7% ·
aandelenstroom +7.2% ·
netto nieuwe posities -7.1%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | -1 | 20.31M | $412.43M | +2 | −3 |
| Q1 2026 | 15 | -2 | 18.95M | $381.20M | +1 | −3 |
| Q4 2025 | 17 | 0 | 22.16M | $447.95M | — | — |
| Q3 2025 | 4 | 0 | 143.20K | $2.94M | — | — |
| Q2 2025 | 2 | 0 | 41.45K | $851,383 | — | — |
| Q1 2025 | 1 | 0 | 21.73K | $439,461 | — | — |
| Q4 2024 | 1 | +1 | 108.44K | $2.20M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 11.59M | +15.8% | $233.66M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 2 | Franklin Resources Inc | 7.61M | +0.1% | $156.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Franklin Resources Inc | 7.61M | +0.1% | $156.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Franklin Resources Inc | 7.61M | +0.1% | $156.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 659.12K | -8.5% | $13.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 262.73K | +71.4% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 43.44K | +167.9% | $890,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 43.44K | +167.9% | $890,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 31.74K | +57.4% | $651,096 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Jane Street Group, Llc | 30.13K | -2.4% | $617,282 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 29.93K | -26.2% | $613,163 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Hrt Financial Lp | 19.33K | Nieuw | $396,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 13.05K | +14.4% | $267,333 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 10.63K | Nieuw | $217,829 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 9.61K | +1.5% | $197,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 9.61K | +1.5% | $197,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 901 | +44950.0% | $18,467 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 901 | +44950.0% | $18,467 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 268 | -24.5% | $5,490 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $396,000 | 0.0% |
| Goldman Sachs Group | $217,829 | 0.0% |
Verlaten
| Mariner, LLC | $4.34M | was 0.0% |
| Bank Of America Corp /De/ | $2.40M | was 0.0% |
| Wells Fargo & Company/Mn | $5,227 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 36 houders, 26.81M aandelen, $405.00M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.