FRI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.0% ·
aandelenstroom -3.3% ·
netto nieuwe posities +3.8%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +2 | 2.81M | $89.07M | +3 | −1 |
| Q1 2026 | 26 | +1 | 2.63M | $74.95M | +2 | −1 |
| Q4 2025 | 25 | +2 | 2.72M | $74.35M | +3 | −1 |
| Q3 2025 | 3 | +1 | 791.19K | $22.24M | +1 | — |
| Q2 2025 | 1 | -1 | 581 | $15,725 | — | −1 |
| Q1 2025 | 1 | -1 | 51.53K | $1.42M | — | −1 |
| Q4 2024 | 2 | +2 | 68.88K | $1.89M | +2 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.02M | +6.8% | $29.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.02M | +6.8% | $29.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.02M | +6.8% | $29.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 570.40K | -1.2% | $16.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 497.82K | +0.5% | $14.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 120.16K | -1.3% | $3.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 120.16K | -1.3% | $3.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 77.75K | -0.4% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 77.75K | -0.4% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 49.77K | +16.7% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 49.61K | -66.9% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 46.60K | +35.1% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 44.59K | -5.0% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 44.59K | -5.0% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 33.55K | -28.1% | $954,897 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 33.55K | -28.1% | $954,897 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 20.63K | +10.3% | $587,187 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 17.32K | -3.0% | $492,804 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 16.88K | +0.1% | $480,324 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 13.81K | -24.4% | $393,170 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 13.81K | -24.4% | $393,170 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 13.48K | +35.6% | $376,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 12.08K | -75.2% | $343,754 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 10.46K | -13.7% | $297,771 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cerity Partners LLC | 8.16K | 0.0% | $232,355 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 6.01K | Nieuw | $171,073 | 0.0% | New | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 2.76K | +5.4% | $78,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 382 | -6.8% | $10,857 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 240 | -12.7% | $6,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 173 | 0.0% | $4,924 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Cwm, Llc | 164 | 0.0% | $4,667 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 1 | Nieuw | $28 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 0 | — | $9 | 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
| Fifth Third Bancorp | $171,073 | 0.0% |
| Northwestern Mutual Wealth… | $28 | 0.0% |
Verlaten
| Goldman Sachs Group | $526,318 | 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.