FPXI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +3.6%
— 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 |
|---|---|---|---|---|---|---|
| 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 | First Trust Advisors Lp | 842.21K | Nieuw | $70.53M | 0.0% | New | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 518.17K | +11.9% | $43.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 274.23K | +4.9% | $22.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 274.23K | +4.9% | $22.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 274.23K | +4.9% | $22.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 162.05K | +5.6% | $13.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 162.05K | +5.6% | $13.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 82.91K | Nieuw | $6.94M | 0.0% | New | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 76.17K | +150.4% | $6.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 50.91K | +30.8% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 50.91K | +30.8% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 36.91K | +45.0% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 36.91K | +45.0% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 33.52K | -19.3% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 33.52K | -19.3% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 32.16K | +32.4% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 32.16K | +32.4% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 27.42K | +25.5% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 27.42K | +25.5% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 26.10K | -0.1% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 23.97K | +3.3% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 17.17K | -2.4% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 16.73K | +13.1% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 12.81K | +185.2% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 12.16K | -40.4% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 10.58K | +58.7% | $885,737 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 5.68K | Nieuw | $475,894 | 0.0% | New | 1 | SEC ↗ |
| 28 | Creative Planning | 3.39K | -14.3% | $284,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 2.72K | Nieuw | $227,437 | 0.0% | New | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 583 | +58200.0% | $47,887 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Us Bancorp \De\ | 186 | -11.8% | $15,576 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 107 | -61.2% | $8,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 91 | 0.0% | $7,620 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 82 | +1.2% | $6,894 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Fifth Third Bancorp | 60 | -20.0% | $5,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 10 | 0.0% | $837 | 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
| First Trust Advisors Lp | $70.53M | 0.0% |
| Jane Street Group, Llc | $6.94M | 0.0% |
| Truist Financial Corp | $475,894 | 0.0% |
| Stifel Financial Corp | $227,437 | 0.0% |
Verlaten
| Mariner, LLC | $202,030 | was 0.0% |
| Citigroup Inc | $58,658 | was 0.0% |
| Jones Financial Companies Lllp | $8,906 | was 0.0% |
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.