Effectdossier · gearchiveerd kwartaal
FSCO
naam in afwachting van profielverwerking
33Gevolgde houders
-3Δ houders
20.55MGehouden aandelen
$104.82MGerapporteerde waarde
+4Nieuwe posities
−7Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.3% ·
aandelenstroom -11.2% ·
netto nieuwe posities -9.1%
— formule
Brede distributie — dalende aandelen en minder 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 | 33 | +1 | 22.36M | $111.58M | +3 | −2 |
| Q1 2026 | 33 | -3 | 20.55M | $104.82M | +4 | −7 |
| Q4 2025 | 36 | 0 | 23.15M | $145.90M | — | — |
| Q3 2025 | 2 | -1 | 1.09M | $7.54M | — | −1 |
| Q2 2025 | 1 | +1 | 16.29K | $118,236 | +1 | — |
| Q3 2024 | 2 | +1 | 183.22K | $1.16M | +1 | — |
| Q2 2024 | 1 | — | 25.22K | $160,645 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 6.17M | -11.8% | $31.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 2.29M | -10.0% | $11.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 2.26M | -22.1% | $11.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 2.21M | +69.3% | $11.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 1.58M | +22.2% | $8.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 1.58M | +22.2% | $8.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 1.58M | +22.2% | $8.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.52M | -7.8% | $7.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.52M | -7.8% | $7.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 1.11M | -6.4% | $5.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.11M | -6.4% | $5.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 952.53K | -5.5% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 952.53K | -5.5% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Invesco Ltd. | 502.55K | +10.3% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Invesco Ltd. | 502.55K | +10.3% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 340.67K | -11.7% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 340.67K | -11.7% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 171.59K | +0.1% | $875,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 171.59K | +0.1% | $875,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 165.22K | -69.0% | $842,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 165.22K | -69.0% | $842,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 146.54K | -28.6% | $742,958 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Creative Planning | 140.70K | +0.8% | $717,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 136.72K | -16.9% | $697,283 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 136.72K | -16.9% | $697,283 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 136.72K | -16.9% | $697,283 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 135.38K | +214.8% | $690,437 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cwm, Llc | 114.19K | -59.4% | $582,372 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 104.80K | +406.6% | $534,470 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 104.80K | +406.6% | $534,470 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 93.56K | +67.5% | $477,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 93.56K | +67.5% | $477,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Captrust Financial Advisors | 59.33K | -32.6% | $301,889 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 57.29K | -6.6% | $292,186 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 50.56K | +0.7% | $257,873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 46.71K | Nieuw | $238,236 | 0.0% | New | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 40.02K | -92.8% | $204,098 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Nomura Holdings Inc | 25.00K | -33.6% | $127,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 21.80K | -72.2% | $111,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Truist Financial Corp | 20.08K | 0.0% | $102,418 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Tidal Investments LLC | 19.28K | Nieuw | $98,328 | 0.0% | New | 1 | SEC ↗ |
| 42 | Hrt Financial Lp | 17.70K | Nieuw | $90,000 | 0.0% | New | 1 | SEC ↗ |
| 43 | Lido Advisors, LLC | 15.64K | Nieuw | $79,779 | 0.0% | New | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 14.15K | -6.6% | $72,165 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 13.26K | +1770.5% | $67,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 13.26K | +1770.5% | $67,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 844 | -44.0% | $4,307 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $238,236 | 0.0% |
| Tidal Investments LLC | $98,328 | 0.0% |
| Hrt Financial Lp | $90,000 | 0.0% |
| Lido Advisors, LLC | $79,779 | 0.0% |
Verlaten
| First Trust Advisors Lp | $2.98M | was 0.0% |
| Bank of New York Mellon Corp | $1.77M | was 0.0% |
| Baird Financial Group, Inc. | $793,466 | was 0.0% |
| Jones Financial Companies Lllp | $49,291 | was 0.0% |
| JPMorgan Chase | $42,223 | was 0.0% |
| Pnc Financial Services Group… | $19,732 | was 0.0% |
| Bank Of America Corp /De/ | $6,193 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 275 houders, 70.47M aandelen, $319.75M 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 verder het vaakst 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 ·
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