FMAY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.3% ·
aandelenstroom +0.3% ·
netto nieuwe posities +4.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.57K | $1.02M | n/a | −1 |
| Q2 2026 | 26 | +2 | 2.59M | $145.53M | +4 | −2 |
| Q1 2026 | 25 | +1 | 1.79M | $94.27M | +1 | n/a |
| Q4 2025 | 24 | +1 | 1.79M | $95.69M | +2 | −1 |
| Q3 2025 | 1 | -1 | 3.89K | $203,031 | n/a | −1 |
| Q2 2025 | 1 | 0 | 4.66K | $233,290 | n/a | n/a |
| Q1 2025 | 1 | +1 | 5.42K | $250,427 | +1 | n/a |
| Q3 2024 | 1 | 0 | 18.05K | $839,366 | n/a | n/a |
| Q2 2024 | 1 | n/a | 6.49K | $289,600 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 281.57K | n/a | $15.05M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 253.02K | n/a | $13.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Assetmark, Inc | 242.04K | n/a | $12.94M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 208.44K | n/a | $11.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Rockefeller Capital Management L.P. | 164.68K | n/a | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 156.54K | n/a | $8.37M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 128.70K | n/a | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 115.99K | n/a | $6.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 92.36K | n/a | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 42.43K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 27.65K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 13.60K | n/a | $730,190 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 11.00K | n/a | $587,736 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 9.50K | Nieuw | $507,775 | 0.0% | New | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 9.48K | n/a | $506,973 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 8.24K | n/a | $440,646 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 5.74K | n/a | $306,803 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 5.70K | n/a | $305,121 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 5.57K | n/a | $298,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Creative Planning | 4.17K | n/a | $222,993 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 1.70K | n/a | $90,865 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Barclays Plc | 1.40K | n/a | $74,670 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 670 | n/a | $35,812 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 63 | Nieuw | $3,367 | 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
| AQR Capital Management | $507,775 | 0.0% |
| Morgan Stanley | $3,367 | 0.0% |
Verlaten
| Goldman Sachs Group | $203,031 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 129 houders, 4.22M aandelen, $215.18M 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.