Effectdossier · gearchiveerd kwartaal
FRDM
naam in afwachting van profielverwerking
44Gevolgde houders
+10Δ houders
9.35MGehouden aandelen
$510.51MGerapporteerde waarde
+11Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +29.4% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
· 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 | 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 | n/a | n/a |
| Q3 2025 | 3 | 0 | 260.71K | $11.55M | n/a | n/a |
| Q2 2025 | 1 | -1 | 1.30K | $52,677 | n/a | −1 |
| Q1 2025 | 1 | 0 | 60.10K | $2.11M | n/a | n/a |
| Q4 2024 | 1 | +1 | 71.97K | $2.35M | +1 | n/a |
| Q2 2024 | 1 | n/a | 6.64K | $234,419 | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.14M | +42.9% | $117.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Northwestern Mutual Wealth… | 1.95M | +23.1% | $106.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 794.46K | -1.4% | $43.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 767.21K | +81.6% | $41.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 590.37K | +107.0% | $32.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 472.04K | +304.6% | $25.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 403.85K | -3.5% | $22.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 254.84K | +115.2% | $13.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 249.46K | +82.8% | $13.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 181.24K | +170.0% | $9.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 174.13K | +198.9% | $9.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Osaic Holdings, Inc. | 149.79K | +97.6% | $8.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Baird Financial Group, Inc. | 149.20K | +31.5% | $8.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Focus Partners Wealth | 133.10K | +1.4% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Tidal Investments LLC | 122.45K | +3.4% | $6.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Julius Baer & Co. Ltd, Zurich | 119.50K | Nieuw | $6.53M | 0.0% | New | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 113.03K | -54.8% | $6.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 82.69K | -22.9% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 73.36K | +34.4% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Wealth Enhancement Advisory… | 66.99K | +20.9% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 46.00K | +40.8% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 41.85K | +44.6% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 41.29K | Nieuw | $2.26M | 0.0% | New | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 30.40K | Nieuw | $1.66M | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Hrt Financial Lp | 29.86K | Nieuw | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 25.89K | Nieuw | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 24.51K | +8.9% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Creative Planning | 24.09K | +18.0% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS Group AG | 23.60K | +844.0% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 11.48K | Nieuw | $627,343 | 0.0% | New | 1 | SEC ↗ |
| 31 | Marshall Wace ✦ | 8.59K | Nieuw | $469,171 | 0.0% | New | 1 | SEC ↗ ×2 |
| 32 | Brown Advisory Inc | 8.32K | +35.1% | $454,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Simplex Trading, Llc | 8.20K | Nieuw | $448,293 | 0.0% | New | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 7.01K | +4.6% | $383,042 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 6.03K | -39.6% | $329,244 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 5.31K | Nieuw | $290,246 | 0.0% | New | 1 | SEC ↗ |
| 37 | Northern Trust Corp | 5.16K | 0.0% | $282,049 | 0.0% | Held | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 4.26K | Nieuw | $232,700 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 3.69K | +61.8% | $201,498 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 3.45K | -25.6% | $188,542 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 1.63K | 0.0% | $91,131 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 719 | +231.3% | $39,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 175 | -47.3% | $9,564 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 150 | Nieuw | $8,198 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Bank Julius Baer & Co. Ltd… | $6.53M | 0.0% |
| Goldman Sachs Group | $2.26M | 0.0% |
| Truist Financial Corp | $1.66M | 0.0% |
| Hrt Financial Lp | $1.63M | 0.0% |
| Citadel Advisors | $1.41M | 0.0% |
| Stifel Financial Corp | $627,343 | 0.0% |
| Marshall Wace | $469,171 | 0.0% |
| Simplex Trading, Llc | $448,293 | 0.0% |
| Fifth Third Bancorp | $290,246 | 0.0% |
| AQR Capital Management | $232,700 | 0.0% |
| Bank Of Montreal /Can/ | $8,198 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $2.06M | was 0.0% |
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer 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 ·
Verkrijg dit via de API