Effectdossier · gearchiveerd kwartaal
FPF
naam in afwachting van profielverwerking
28Gevolgde houders
+4Δ houders
14.39MGehouden aandelen
$253.67MGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.7% ·
aandelenstroom +3.9% ·
netto nieuwe posities +14.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -3 | 14.52M | $263.89M | — | −3 |
| Q1 2026 | 28 | +4 | 14.39M | $253.67M | +5 | −1 |
| Q4 2025 | 24 | -1 | 13.85M | $258.14M | — | −1 |
| Q3 2025 | 2 | +1 | 8.69M | $166.36M | +1 | — |
| Q1 2025 | 1 | 0 | 10.01K | $184,102 | — | — |
| Q4 2024 | 1 | 0 | 23.28K | $419,076 | — | — |
| Q3 2024 | 1 | +1 | 67.73K | $1.32M | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.75M | +6.0% | $171.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.75M | +6.0% | $171.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.75M | +6.0% | $171.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 9.75M | +6.0% | $171.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 9.75M | +6.0% | $171.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.22M | +5.5% | $21.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.22M | +5.5% | $21.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 948.77K | -0.1% | $16.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 739.26K | +6.4% | $13.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 739.26K | +6.4% | $13.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 739.26K | +6.4% | $13.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 634.56K | -15.0% | $11.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Invesco Ltd. | 634.56K | -15.0% | $11.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 179.61K | +7.0% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 158.62K | +3.9% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 158.62K | +3.9% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 111.85K | -21.8% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 111.85K | -21.8% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 99.58K | -0.6% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 96.24K | +11.1% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 94.74K | +8.1% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 94.74K | +8.1% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 72.16K | +6.9% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 57.03K | +11.3% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 37.03K | -4.5% | $652,910 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Lido Advisors, LLC | 33.85K | 0.0% | $596,864 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 31.62K | Nieuw | $557,499 | 0.0% | New | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 30.27K | +49.0% | $533,600 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 30.27K | +49.0% | $533,600 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cwm, Llc | 29.16K | +25.8% | $514,082 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 22.75K | +45.3% | $401,065 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 17.20K | -9.1% | $305,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Jane Street Group, Llc | 16.87K | -64.1% | $297,436 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 11.80K | +16.7% | $208,061 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Truist Financial Corp | 11.80K | +16.7% | $208,061 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | BlackRock ✦ (passief) | 561 | Nieuw | $9,890 | 0.0% | New | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 303 | 0.0% | $5,342 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 136 | Nieuw | $2,357 | 0.0% | New | 1 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 99 | Nieuw | $1,745 | 0.0% | New | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 88 | Nieuw | $1,515 | 0.0% | New | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 9 | 0.0% | $159 | 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
| Fifth Third Bancorp | $557,499 | 0.0% |
| BlackRock | $9,890 | 0.0% |
| Jones Financial Companies Lllp | $2,357 | 0.0% |
| UBS AM, a distinct business… | $1,745 | 0.0% |
| JPMorgan Chase | $1,515 | 0.0% |
Verlaten
| Ameriprise Financial Inc | $763,769 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 118 houders, 18.68M aandelen, $297.18M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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