FLMI
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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +4.1% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.81M | n/a | $119.54M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 2.47M | n/a | $61.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 1.53M | n/a | $38.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Focus Partners Wealth | 1.41M | n/a | $34.92M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.36M | n/a | $33.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 1.36M | n/a | $33.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Morgan Stanley ✦ | 1.21M | +363.4% | $30.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 1.17M | n/a | $29.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 624.83K | n/a | $15.54M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Truist Financial Corp | 516.99K | n/a | $12.86M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 375.44K | n/a | $9.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Jane Street Group, Llc | 363.79K | n/a | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 352.28K | n/a | $8.76M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 320.49K | n/a | $7.97M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 319.18K | n/a | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 306.66K | n/a | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 252.77K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 210.07K | n/a | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 193.69K | -47.2% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Franklin Resources Inc | 112.24K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 102.17K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 79.10K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Northwestern Mutual Wealth… | 70.82K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 58.06K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 46.60K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Royal Bank Of Canada | 42.61K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 39.96K | n/a | $993,874 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 34.88K | +22.1% | $867,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Hrt Financial Lp | 29.33K | n/a | $729,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 24.00K | n/a | $596,640 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 12.27K | n/a | $306,089 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 10.69K | n/a | $265,910 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Creative Planning | 10.06K | n/a | $250,199 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 3.94K | n/a | $98,038 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.68K | n/a | $41,657 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 204 houders, 50.33M aandelen, $1.26B 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.