Effectdossier · gearchiveerd kwartaal
FNDB
naam in afwachting van profielverwerking
39Gevolgde houders
+3Δ houders
3.79MGehouden aandelen
$102.82MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom +6.0% ·
netto nieuwe posities +7.7%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 53.56K | $1.67M | n/a | n/a |
| Q2 2026 | 39 | +1 | 3.28M | $99.83M | +4 | −4 |
| Q1 2026 | 39 | +3 | 3.79M | $102.82M | +4 | −1 |
| Q4 2025 | 36 | +1 | 3.57M | $94.89M | +1 | n/a |
| Q3 2025 | 5 | 0 | 987.83K | $25.43M | +1 | −1 |
| Q2 2025 | 2 | 0 | 40.22K | $964,544 | n/a | n/a |
| Q1 2025 | 1 | +1 | 56.40K | $1.30M | +1 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 654.06K | -7.1% | $17.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 439.56K | +10.1% | $11.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 434.81K | -0.5% | $11.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 301.00K | +6.2% | $8.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 277.77K | +11.8% | $7.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mariner, LLC | 200.96K | +82.1% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 171.61K | +7.3% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 139.32K | +40.2% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 116.06K | +3.4% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Susquehanna International Group, Llp | 104.71K | Nieuw | $2.85M | 0.0% | New | 1 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 104.47K | +0.7% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 87.47K | +0.3% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 83.82K | -0.3% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 78.02K | -40.3% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Cetera Investment Advisers | 53.53K | +17.4% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Creative Planning | 53.44K | +14.8% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 57.71K | -50.8% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 51.57K | -9.2% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 50.91K | +11.8% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 50.96K | Nieuw | $1.39M | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 48.83K | -11.8% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 38.94K | +290.4% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 30.66K | -19.5% | $817,422 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Royal Bank Of Canada | 23.81K | -1.6% | $648,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Fidelity (FMR) ✦ | 22.82K | +4.0% | $620,747 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 26 | Goldman Sachs Group ✦ | 20.82K | -67.4% | $566,168 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 19.08K | +9.3% | $519,042 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | BlackRock ✦ (passief) | 11.56K | +246.8% | $314,553 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Chevy Chase Trust Holdings, LLC | 10.21K | -10.9% | $277,658 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 9.55K | 0.0% | $259,896 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 9.18K | +0.1% | $249,805 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 8.80K | +0.2% | $239,432 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Lido Advisors, LLC | 8.70K | -29.1% | $236,652 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 7.44K | -27.1% | $202,278 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Rockefeller Capital Management L.P. | 4.65K | 0.0% | $126,480 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 300 | Nieuw | $8,160 | 0.0% | New | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 173 | Nieuw | $4,703 | 0.0% | New | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 145 | 0.0% | $3,944 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1 | 0.0% | $29 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $2.85M | 0.0% |
| Quantinno Capital Management… | $1.39M | 0.0% |
| Fifth Third Bancorp | $8,160 | 0.0% |
| Bank Of Montreal /Can/ | $4,703 | 0.0% |
Verlaten
| Cwm, Llc | $0 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 169 houders, 12.18M aandelen, $316.40M 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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