FNY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.9% ·
aandelenstroom +0.5% ·
netto nieuwe posities +6.5%
· 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 | 18.43K | $1.82M | n/a | −1 |
| Q2 2026 | 33 | +1 | 2.84M | $314.71M | +2 | −1 |
| Q1 2026 | 33 | +2 | 2.80M | $253.03M | +4 | −2 |
| Q4 2025 | 31 | +2 | 2.53M | $230.55M | +2 | n/a |
| Q3 2025 | 4 | 0 | 454.59K | $41.65M | n/a | n/a |
| Q2 2025 | 1 | -1 | 147 | $12,081 | n/a | −1 |
| Q1 2025 | 1 | +1 | 41.74K | $3.13M | +1 | n/a |
| Q3 2024 | 1 | +1 | 2.78K | $221,160 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 726.75K | n/a | $66.28M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 584.02K | n/a | $53.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 391.89K | -2.0% | $35.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 138.60K | n/a | $12.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 105.13K | n/a | $9.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 92.69K | n/a | $8.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 65.76K | n/a | $6.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | First Trust Advisors Lp | 59.53K | n/a | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 58.38K | n/a | $5.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 50.37K | n/a | $4.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $4.56M | 0.0% | Held | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 42.28K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 28.00K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 23.32K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 21.28K | Nieuw | $1.94M | 0.0% | New | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 20.23K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 15.46K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Baird Financial Group, Inc. | 8.00K | n/a | $729,734 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 7.60K | n/a | $693,109 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 6.25K | n/a | $569,515 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 5.77K | n/a | $526,554 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 5.69K | n/a | $518,803 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 5.68K | n/a | $518,152 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 5.67K | n/a | $516,705 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 2.78K | n/a | $253,816 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.08K | -54.4% | $189,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 1.58K | n/a | $144,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passief) | 1.20K | Nieuw | $109,433 | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 482 | n/a | $43,956 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 148 | -19.6% | $13,477 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 28 | n/a | $2,553 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $1.94M | 0.0% |
| BlackRock | $109,433 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 121 houders, 3.80M aandelen, $349.06M 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.