FPXI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.7% ·
aandelenstroom +1.5% ·
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
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +1 | 2.27M | $190.01M | +4 | −3 |
| Q1 2026 | 28 | +4 | 1.19M | $73.67M | +4 | — |
| Q4 2025 | 24 | 0 | 1.18M | $69.55M | — | — |
| Q3 2025 | 3 | 0 | 206.30K | $12.36M | — | — |
| Q2 2025 | 1 | — | 17 | $960 | — | — |
| Q2 2024 | 1 | — | 41.32K | $1.94M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 462.98K | +5.1% | $28.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 261.50K | +28.0% | $16.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 261.50K | +28.0% | $16.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 153.41K | +8.3% | $9.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 153.41K | +8.3% | $9.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 41.52K | -8.9% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 41.52K | -8.9% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 38.92K | +24.0% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 30.42K | -16.7% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 26.12K | +3.6% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 25.46K | +8.8% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 25.46K | +8.8% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 24.28K | -4.2% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 24.28K | -4.2% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 23.20K | -4.3% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 21.85K | +20.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 21.85K | +20.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 20.41K | -78.2% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 17.60K | -2.7% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 14.80K | +137.0% | $913,619 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 10.47K | -0.6% | $646,624 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 6.67K | -42.1% | $411,617 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 4.49K | Nieuw | $277,297 | 0.0% | New | 1 | SEC ↗ |
| 24 | Creative Planning | 3.96K | -0.3% | $244,423 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 3.27K | -5.1% | $202,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citigroup Inc | 950 | 0.0% | $58,658 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 276 | -12.4% | $17,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 211 | -98.0% | $13,028 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 211 | -98.0% | $13,028 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 149 | Nieuw | $8,906 | 0.0% | New | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 91 | 0.0% | $5,619 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 81 | 0.0% | $5,021 | 0.0% | Held | 4 | SEC ↗ |
| 33 | Fifth Third Bancorp | 75 | Nieuw | $4,631 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 10 | Nieuw | $617 | 0.0% | New | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1 | 0.0% | $97 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $277,297 | 0.0% |
| Jones Financial Companies Lllp | $8,906 | 0.0% |
| Fifth Third Bancorp | $4,631 | 0.0% |
| Bank Of Montreal /Can/ | $617 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 75 houders, 1.67M aandelen, $97.61M 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.