FOCT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.5% ·
aandelenstroom +0.5% ·
netto nieuwe posities +4.3%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | 0 | 2.21M | $115.42M | +3 | −3 |
| Q1 2026 | 24 | +1 | 2.83M | $135.08M | +3 | −2 |
| Q4 2025 | 23 | +1 | 2.98M | $146.08M | +1 | — |
| Q3 2025 | 1 | -1 | 4.13K | $196,312 | — | −1 |
| Q2 2025 | 1 | 0 | 14.17K | $634,391 | — | — |
| Q1 2025 | 1 | 0 | 13.18K | $546,887 | — | — |
| Q4 2024 | 1 | 0 | 15.94K | $679,352 | — | — |
| Q3 2024 | 1 | 0 | 12.91K | $545,681 | — | — |
| Q2 2024 | 1 | — | 15.34K | $637,224 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 868.48K | — | $42.55M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 384.82K | — | $18.85M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 384.82K | — | $18.85M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 373.79K | — | $18.31M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Assetmark, Inc | 264.64K | — | $12.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 241.42K | — | $11.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 202.74K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 202.74K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 202.74K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 161.44K | — | $7.91M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 117.24K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 97.79K | — | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 55.53K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 49.97K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 36.82K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 26.69K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 24.57K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 20.59K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 20.56K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 17.36K | +320.2% | $850,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 17.36K | +320.2% | $850,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 7.33K | — | $358,950 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 6.85K | — | $338,200 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 2.36K | — | $115,518 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Barclays Plc | 331 | — | $16,216 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 224 | — | $10,974 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 174 | Nieuw | $8,524 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Morgan Stanley | $8,524 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 135 houders, 5.21M aandelen, $238.71M 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.