FMAR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom +30.0% ·
netto nieuwe posities +4.5%
· 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 | 12.20K | $657,613 | n/a | −1 |
| Q2 2026 | 24 | +4 | 2.01M | $104.88M | +5 | −2 |
| Q1 2026 | 22 | +1 | 2.56M | $124.12M | +4 | −3 |
| Q4 2025 | 21 | 0 | 1.71M | $81.27M | n/a | n/a |
| Q3 2025 | 1 | 0 | 21.68K | $1.01M | n/a | n/a |
| Q2 2025 | 1 | +1 | 7.29K | $326,928 | +1 | n/a |
| Q4 2024 | 1 | 0 | 7.43K | $321,453 | n/a | n/a |
| Q3 2024 | 1 | 0 | 6.59K | $278,578 | n/a | n/a |
| Q2 2024 | 1 | n/a | 12.99K | $527,094 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 613.43K | +154.8% | $29.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 382.32K | +96.2% | $18.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Assetmark, Inc | 289.68K | +6.7% | $14.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 221.22K | -6.4% | $10.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 208.37K | +58.0% | $10.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 207.37K | +74.6% | $10.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 206.12K | +96.7% | $9.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 95.46K | +21.2% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 78.25K | +15.2% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 54.65K | +131.1% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cwm, Llc | 52.29K | -39.4% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 51.74K | +11.0% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 37.63K | +1.5% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 19.05K | +47.5% | $923,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 13.81K | Nieuw | $669,453 | 0.0% | New | 1 | SEC ↗ |
| 16 | Mariner, LLC | 11.93K | -5.0% | $578,582 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Wealth Enhancement Advisory… | 8.43K | -42.3% | $411,413 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 6.12K | Nieuw | $296,516 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fifth Third Bancorp | 825 | 0.0% | $40,004 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 500 | Nieuw | $23,790 | 0.0% | New | 1 | SEC ↗ |
| 21 | Barclays Plc | 307 | -85.4% | $14,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 122 | Nieuw | $5,916 | 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 | $669,453 | 0.0% |
| HighTower Advisors, LLC | $296,516 | 0.0% |
| Jones Financial Companies Lllp | $23,790 | 0.0% |
| Morgan Stanley | $5,916 | 0.0% |
Verlaten
| Citadel Advisors | $851,190 | was 0.0% |
| IMC-Chicago, LLC | $562,033 | was 0.0% |
| Wells Fargo & Company/Mn | $10,300 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 131 houders, 4.74M aandelen, $224.38M 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.