Effectdossier · gearchiveerd kwartaal
FSCO
naam in afwachting van profielverwerking
33Gevolgde houders
+1Δ houders
22.36MGehouden aandelen
$111.58MGerapporteerde waarde
+3Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.1% ·
aandelenstroom +9.4% ·
netto nieuwe posities +3.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 6.13M | -0.6% | $30.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.93M | +93.0% | $14.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.93M | +93.0% | $14.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.93M | +93.0% | $14.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.93M | +93.0% | $14.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.93M | +93.0% | $14.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 2.49M | +12.4% | $12.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 2.27M | -0.8% | $11.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 2.14M | -5.5% | $10.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 1.94M | +22.5% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 1.94M | +22.5% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 1.94M | +22.5% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.14M | +2.7% | $5.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.14M | +2.7% | $5.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 982.24K | +3.1% | $4.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 982.24K | +3.1% | $4.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Invesco Ltd. | 405.96K | -19.2% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Invesco Ltd. | 405.96K | -19.2% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 231.25K | +69.1% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 231.25K | +69.1% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 231.25K | +69.1% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Focus Partners Wealth | 200.22K | +249.5% | $999,127 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 180.72K | +9.4% | $901,807 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 180.72K | +9.4% | $901,807 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 163.41K | -4.8% | $816,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 163.41K | -4.8% | $816,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 158.17K | +238.6% | $789,253 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 138.95K | -5.2% | $678,096 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 127.80K | +21.9% | $637,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 127.80K | +21.9% | $637,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Creative Planning | 124.10K | -11.8% | $619,269 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 115.08K | -15.0% | $574,266 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Mariner, LLC | 98.64K | -71.0% | $492,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Corient Private Wealth LP | 95.60K | Nieuw | $477,035 | 0.0% | New | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 58.46K | -37.5% | $291,725 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Captrust Financial Advisors | 56.03K | -5.6% | $279,593 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 49.67K | -1.8% | $247,870 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Stifel Financial Corp | 37.36K | -6.6% | $186,433 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 29.09K | +33.4% | $145,154 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Tidal Investments LLC | 20.23K | +4.9% | $100,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Truist Financial Corp | 20.08K | 0.0% | $100,209 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Nomura Holdings Inc | 18.11K | -27.6% | $90,379 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Us Bancorp \De\ | 6.13K | -56.7% | $30,584 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Assetmark, Inc | 1.07K | Nieuw | $5,344 | 0.0% | New | 1 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 844 | 0.0% | $4,214 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Fifth Third Bancorp | 255 | Nieuw | $1,273 | 0.0% | New | 1 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 2 | -100.0% | $8 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Corient Private Wealth LP | $477,035 | 0.0% |
| Assetmark, Inc | $5,344 | 0.0% |
| Fifth Third Bancorp | $1,273 | 0.0% |
Verlaten
| Hrt Financial Lp | $90,000 | was 0.0% |
| Lido Advisors, LLC | $79,779 | 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: Q2 2026 ·
Methodologie ·
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