FMAY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom +30.0% ·
netto nieuwe posities +7.7%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.57K | $1.02M | n/a | n/a |
| 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 | Envestnet Asset Management Inc | 574.40K | +302.3% | $32.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 430.37K | +79.0% | $24.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Assetmark, Inc | 291.56K | +9.6% | $16.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 268.80K | +0.4% | $15.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 247.88K | +17.7% | $13.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 196.89K | +120.9% | $11.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 181.54K | +7.0% | $10.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 160.81K | +70.5% | $9.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 76.40K | +51.4% | $4.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 28.72K | +296.7% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Captrust Financial Advisors | 27.10K | -0.9% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 19.31K | +86.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 15.36K | +60.6% | $863,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 11.77K | +22.7% | $666,234 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | First Trust Advisors Lp | 10.16K | Nieuw | $570,823 | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 9.79K | Nieuw | $550,310 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 9.50K | 0.0% | $533,900 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Mariner, LLC | 7.57K | -1.0% | $425,265 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 6.78K | +25.6% | $381,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Creative Planning | 6.52K | 0.0% | $366,536 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Barclays Plc | 3.55K | +56.0% | $199,566 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.79K | Nieuw | $100,164 | 0.0% | New | 1 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 1.70K | 0.0% | $95,540 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 993 | 0.0% | $55,807 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 192 | Nieuw | $10,790 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 63 | 0.0% | $3,541 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| First Trust Advisors Lp | $570,823 | 0.0% |
| Citadel Advisors | $550,310 | 0.0% |
| JPMorgan Chase | $100,164 | 0.0% |
| Wells Fargo & Company/Mn | $10,790 | 0.0% |
Verlaten
| Bank Of Montreal /Can/ | $300,961 | was 0.0% |
| UBS Group AG | $36,326 | 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.