FNY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.1% ·
aandelenstroom +1.6% ·
netto nieuwe posities +3.0%
· 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 | 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 | 907.42K | +11.4% | $100.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 485.37K | +18.2% | $53.80M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 482.44K | -19.9% | $53.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 188.55K | +6.5% | $20.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 130.33K | -1.7% | $14.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 113.92K | +4.7% | $12.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 96.56K | -52.5% | $10.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 74.42K | +7.5% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 54.34K | +7.0% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $5.54M | 0.0% | Held | 4 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 43.80K | +8.9% | $4.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | First Trust Advisors Lp | 40.71K | Nieuw | $4.51M | 0.0% | New | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 35.00K | Nieuw | $3.88M | 0.0% | New | 1 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 25.25K | +8.5% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 20.31K | +1.9% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 18.47K | -1.2% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Fifth Third Bancorp | 11.43K | 0.0% | $1.27M | 0.0% | Held | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 8.96K | +32.1% | $993,008 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 8.21K | +212.5% | $909,661 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 7.97K | -2.3% | $883,167 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Creative Planning | 6.17K | -1.4% | $683,641 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 6.10K | -11.3% | $676,466 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 5.75K | -3.7% | $637,072 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mariner, LLC | 5.67K | 0.0% | $628,537 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 5.50K | -52.5% | $609,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 2.84K | -1.4% | $314,407 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 2.14K | +3.0% | $234,161 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | BlackRock ✦ (passief) | 1.20K | 0.0% | $133,024 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Us Bancorp \De\ | 689 | -42.7% | $76,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 482 | 0.0% | $53,431 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 174 | +17.6% | $19,283 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Assetmark, Inc | 159 | +467.9% | $17,626 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 39 | 0.0% | $4,323 | 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
| First Trust Advisors Lp | $4.51M | 0.0% |
| Citadel Advisors | $3.88M | 0.0% |
Verlaten
| Bank Of Montreal /Can/ | $56,916 | 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.