Effectdossier · gearchiveerd kwartaal
FLMI
naam in afwachting van profielverwerking
37Gevolgde houders
+2Δ houders
25.56MGehouden aandelen
$663.92MGerapporteerde waarde
+6Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.7% ·
aandelenstroom +28.9% ·
netto nieuwe posities +5.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.87M | +22.1% | $145.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 3.98M | +61.3% | $98.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 2.70M | +99.1% | $67.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 2.16M | +41.0% | $53.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 1.63M | +34.7% | $40.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.63M | +19.8% | $40.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 1.45M | +23.6% | $35.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Focus Partners Wealth | 28.07K | -98.0% | $31.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 577.73K | +64.0% | $14.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 562.14K | +75.4% | $13.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Truist Financial Corp | 558.88K | +8.1% | $13.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 542.99K | -13.1% | $13.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Jane Street Group, Llc | 526.15K | +44.6% | $13.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 506.20K | +161.3% | $12.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Bank of New York Mellon Corp | 469.03K | +24.9% | $11.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Jones Financial Companies Lllp | 408.44K | +61.6% | $10.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cwm, Llc | 334.01K | +8.9% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 299.83K | -6.1% | $7.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 245.17K | +16.7% | $6.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 236.25K | +306.9% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Franklin Resources Inc | 160.38K | +42.9% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 157.83K | +54.5% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 117.08K | +65.3% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 91.21K | +114.1% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Pnc Financial Services Group, Inc. | 59.20K | -25.2% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Wealth Enhancement Advisory… | 55.53K | +352.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Lido Advisors, LLC | 54.25K | Nieuw | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 30.76K | -23.0% | $762,432 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Corient Private Wealth LP | 27.30K | -41.4% | $676,767 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 24.00K | 0.0% | $594,000 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 17.71K | +65.7% | $439,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 12.11K | Nieuw | $300,256 | 0.0% | New | 1 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 11.16K | Nieuw | $276,582 | 0.0% | New | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 11.00K | Nieuw | $272,690 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 9.29K | Nieuw | $230,324 | 0.0% | New | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.55K | -7.3% | $38,474 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bnp Paribas Financial Markets | 25 | Nieuw | $620 | 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
| Lido Advisors, LLC | $1.34M | 0.0% |
| Susquehanna International… | $300,256 | 0.0% |
| Quantinno Capital Management… | $276,582 | 0.0% |
| Baird Financial Group, Inc. | $272,690 | 0.0% |
| Fifth Third Bancorp | $230,324 | 0.0% |
| Bnp Paribas Financial Markets | $620 | 0.0% |
Verlaten
| Goldman Sachs Group | $867,540 | was 0.0% |
| Hrt Financial Lp | $729,000 | was 0.0% |
| Creative Planning | $250,199 | was 0.0% |
| Us Bancorp \De\ | $98,038 | was 0.0% |
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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