FNY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.5% ·
aandelenstroom +10.7% ·
netto nieuwe posities +6.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 814.46K | +12.1% | $73.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 602.08K | +3.1% | $54.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 410.77K | +4.8% | $37.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 203.12K | +208.9% | $18.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 177.03K | +91.0% | $16.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 132.58K | -4.3% | $12.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 108.81K | +3.5% | $9.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 69.22K | +18.6% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 50.78K | +0.8% | $4.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $4.52M | 0.0% | Held | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 40.23K | -4.8% | $3.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 23.26K | +15.0% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 19.94K | -14.5% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 18.69K | -33.2% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 11.59K | Nieuw | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 16 | Fifth Third Bancorp | 11.43K | Nieuw | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 8.15K | +1.9% | $737,740 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 6.88K | -9.5% | $622,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 6.78K | +19.4% | $613,580 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 6.25K | +0.1% | $565,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 5.97K | -61.4% | $540,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 5.67K | -1.8% | $513,061 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 2.88K | +3.3% | $260,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 2.63K | -53.6% | $237,619 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 2.08K | 0.0% | $180,744 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Cwm, Llc | 1.58K | 0.0% | $142,607 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 1.20K | -78.8% | $108,856 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | BlackRock ✦ (passief) | 1.20K | 0.0% | $108,584 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 629 | Nieuw | $56,916 | 0.0% | New | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 482 | 0.0% | $43,615 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 148 | 0.0% | $13,373 | 0.0% | Held | 4 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 39 | Nieuw | $3,529 | 0.0% | New | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 28 | 0.0% | $2,534 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mercer Global Advisors Inc… | $1.05M | 0.0% |
| Fifth Third Bancorp | $1.03M | 0.0% |
| Bank Of Montreal /Can/ | $56,916 | 0.0% |
| UBS AM, a distinct business… | $3,529 | 0.0% |
Verlaten
| First Trust Advisors Lp | $5.43M | was 0.0% |
| Citadel Advisors | $1.94M | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.