FOCT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -19.2% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 | 508.79K | -41.9% | $26.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 347.21K | -1.8% | $18.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 347.21K | -1.8% | $18.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Assetmark, Inc | 313.66K | +6.2% | $16.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 193.91K | +6.7% | $10.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 193.91K | +6.7% | $10.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 193.91K | +6.7% | $10.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 174.24K | -50.7% | $9.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 147.11K | -19.6% | $7.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 124.79K | -16.2% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 117.79K | +17.1% | $6.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 46.59K | -10.6% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 46.59K | -10.6% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 43.27K | -11.0% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 30.50K | -13.6% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 28.89K | -10.5% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 28.89K | -10.5% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 23.99K | -10.1% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 20.71K | Nieuw | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 19.73K | -2.8% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 15.80K | +1169.1% | $819,388 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 15.80K | +1169.1% | $819,388 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Hrt Financial Lp | 15.63K | Nieuw | $817,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 10.74K | Nieuw | $561,385 | 0.0% | New | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 9.61K | -3.0% | $502,298 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mariner, LLC | 7.67K | +10.4% | $401,326 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 5.88K | -1.6% | $309,548 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Barclays Plc | 972 | +4760.0% | $50,826 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 21 | -36.4% | $1,098 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $1.08M | 0.0% |
| Hrt Financial Lp | $817,000 | 0.0% |
| Goldman Sachs Group | $561,385 | 0.0% |
Verlaten
| Jones Financial Companies Lllp | $70,316 | was 0.0% |
| Northwestern Mutual Wealth… | $45,820 | was 0.0% |
| UBS Group AG | $31,040 | was 0.0% |
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.