FRI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.7% ·
aandelenstroom +8.7% ·
netto nieuwe posities +8.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 955.86K | +23.0% | $26.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 577.49K | — | $15.77M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 495.47K | — | $13.53M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 149.93K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 121.77K | — | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 78.08K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 48.80K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 46.94K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 46.70K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 42.64K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 34.50K | Nieuw | $942,195 | 0.0% | New | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 19.27K | Nieuw | $526,318 | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 18.70K | — | $510,806 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 18.27K | — | $499,073 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Ameriprise Financial Inc | 17.84K | — | $487,314 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 16.85K | — | $460,280 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 12.12K | — | $331,129 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 9.95K | — | $271,625 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cerity Partners LLC | 8.16K | — | $222,966 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 2.62K | — | $59,834 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 410 | -18.5% | $11,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 275 | — | $7,525 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 173 | — | $4,725 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 164 | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 0 | Nieuw | $8 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Two Sigma Investments | $942,195 | 0.0% |
| Goldman Sachs Group | $526,318 | 0.0% |
| JPMorgan Chase | $8 | 0.0% |
Verlaten
| Citadel Advisors | $378,895 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 70 houders, 3.88M aandelen, $109.18M 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.