FRDM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.2% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +1 | 10.26M | $747.79M | +4 | −4 |
| Q1 2026 | 44 | +10 | 9.35M | $510.51M | +11 | −1 |
| Q4 2025 | 34 | 0 | 6.60M | $338.59M | — | — |
| Q3 2025 | 3 | 0 | 260.71K | $11.55M | — | — |
| Q2 2025 | 1 | -1 | 1.30K | $52,677 | — | −1 |
| Q1 2025 | 1 | 0 | 60.10K | $2.11M | — | — |
| Q4 2024 | 1 | +1 | 71.97K | $2.35M | +1 | — |
| Q2 2024 | 1 | — | 6.64K | $234,419 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 1.58M | — | $81.04M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.50M | — | $76.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 805.92K | — | $41.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 422.56K | — | $21.66M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 418.45K | — | $21.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 285.19K | +15.4% | $14.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 250.00K | — | $12.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 136.49K | — | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Focus Partners Wealth | 131.31K | — | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Tidal Investments LLC | 118.48K | — | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 118.41K | — | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 116.67K | — | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 113.47K | — | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 107.24K | — | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 75.80K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mml Investors Services, Llc | 67.13K | — | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 55.41K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 58.26K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | JPMorgan Chase ✦ | 54.60K | +359.2% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Bank Of America Corp /De/ | 40.10K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 32.67K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 28.94K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 22.52K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 20.42K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 9.98K | — | $511,790 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 6.70K | — | $343,509 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Brown Advisory Inc | 6.16K | — | $315,721 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northern Trust Corp | 5.16K | — | $264,604 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 4.63K | — | $237,636 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 2.50K | — | $128,175 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.28K | +30.1% | $116,826 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 1.63K | — | $83,673 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 332 | — | $17,022 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 217 | — | $11,126 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 273 houders, 33.24M aandelen, $1.77B 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.