FSEP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.2% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -1 | 1.92M | $105.92M | +2 | −4 |
| Q1 2026 | 26 | +3 | 2.75M | $138.52M | +4 | −1 |
| Q4 2025 | 23 | 0 | 2.88M | $148.32M | +1 | −1 |
| Q3 2025 | 3 | 0 | 19.93K | $1.01M | — | — |
| Q2 2025 | 1 | 0 | 6.10K | $293,044 | — | — |
| Q1 2025 | 1 | 0 | 14.51K | $646,287 | — | — |
| Q4 2024 | 1 | +1 | 4.76K | $217,374 | +1 | — |
| Q2 2024 | 1 | — | 7.33K | $320,978 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 506.89K | — | $26.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 452.25K | — | $23.32M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 381.33K | — | $19.66M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 308.54K | — | $15.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 298.96K | — | $15.41M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Assetmark, Inc | 251.28K | — | $12.96M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 243.76K | — | $12.57M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 218.57K | — | $11.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 67.04K | — | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 26.13K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 24.69K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 21.38K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 17.30K | — | $891,988 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Pnc Financial Services Group, Inc. | 13.26K | — | $683,892 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 9.67K | — | $502,305 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 8.41K | — | $433,413 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 8.35K | -1.3% | $430,526 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 5.60K | — | $288,736 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | First Trust Advisors Lp | 5.28K | — | $272,030 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 4.60K | Nieuw | $236,970 | 0.0% | New | 1 | SEC ↗ |
| 21 | Barclays Plc | 2.90K | — | $149,369 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 372 | — | $19,180 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 103 | -96.3% | $5,311 | 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
| Goldman Sachs Group | $236,970 | 0.0% |
Verlaten
| Citadel Advisors | $438,738 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 151 houders, 6.07M aandelen, $291.82M 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.