Effectdossier
FNDB
naam in afwachting van profielverwerking
40Gevolgde houders
+1Δ houders
3.83MGehouden aandelen
$116.53MGerapporteerde waarde
+4Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.6% ·
aandelenstroom +1.0% ·
netto nieuwe posities +2.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +1 | 3.83M | $116.53M | +4 | −3 |
| Q1 2026 | 39 | +3 | 3.79M | $102.82M | +4 | −1 |
| Q4 2025 | 36 | +1 | 3.57M | $94.89M | +1 | — |
| Q3 2025 | 5 | 0 | 987.83K | $25.43M | +1 | −1 |
| Q2 2025 | 2 | 0 | 40.22K | $964,544 | — | — |
| Q1 2025 | 1 | +1 | 56.40K | $1.30M | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 548.15K | -16.2% | $16.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 477.42K | +9.8% | $14.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 477.42K | +9.8% | $14.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 434.81K | -1.1% | $13.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 434.81K | -1.1% | $13.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 434.81K | -1.1% | $13.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 434.81K | -1.1% | $13.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Raymond James Financial Inc | 305.56K | +1.5% | $9.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 305.56K | +1.5% | $9.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 296.60K | +6.8% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 217.29K | +26.6% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mariner, LLC | 209.90K | +4.5% | $6.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 194.87K | +149.8% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 194.87K | +149.8% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 194.87K | +149.8% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 194.87K | +149.8% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 182.67K | +31.1% | $5.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 111.61K | -3.8% | $3.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | LPL Financial LLC | 104.74K | +0.2% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 91.39K | +4.5% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 76.25K | -9.0% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 66.85K | +31.2% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 54.94K | +2.6% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 51.54K | +1.2% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 50.85K | -1.4% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Creative Planning | 47.65K | -10.8% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 45.16K | -7.5% | $1.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 44.07K | -57.9% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 38.96K | 0.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 38.07K | +24.2% | $1.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 38.07K | +24.2% | $1.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 38.07K | +24.2% | $1.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 20.93K | -8.3% | $637,447 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Stifel Financial Corp | 19.12K | +0.2% | $582,482 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Nuveen, LLC | 15.27K | Nieuw | $465,232 | 0.0% | New | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 13.48K | -43.4% | $410,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 13.48K | -43.4% | $410,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | BlackRock ✦ (passief) | 11.56K | 0.0% | $352,253 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Chevy Chase Trust Holdings, LLC | 10.21K | 0.0% | $310,936 | 0.0% | Held | 3 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 9.55K | 0.0% | $291,045 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 8.61K | -6.3% | $262,139 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Lido Advisors, LLC | 8.56K | -1.6% | $260,844 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Brown Advisory Inc | 6.84K | Nieuw | $208,346 | 0.0% | New | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 6.23K | -16.2% | $189,796 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 6.23K | -16.2% | $189,796 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 4.65K | 0.0% | $141,639 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 600 | +246.8% | $18,276 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Fifth Third Bancorp | 432 | +44.0% | $13,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 185 | Nieuw | $5,606 | 0.0% | New | 1 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 145 | 0.0% | $4,417 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Bnp Paribas Financial Markets | 5 | Nieuw | $152 | 0.0% | New | 1 | SEC ↗ |
| 52 | Wells Fargo & Company/Mn | 1 | 0.0% | $45 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Nuveen, LLC | $465,232 | 0.0% |
| Brown Advisory Inc | $208,346 | 0.0% |
| National Bank Of Canada /Fi/ | $5,606 | 0.0% |
| Bnp Paribas Financial Markets | $152 | 0.0% |
Verlaten
| Corient Private Wealth LP | $1.45M | was 0.0% |
| Goldman Sachs Group | $566,168 | was 0.0% |
| Focus Partners Wealth | $239,432 | 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 verder het vaakst 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: Q2 2026 ·
Methodologie ·
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