FSMB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.3% ·
aandelenstroom -2.4% ·
netto nieuwe posities -9.1%
— formule
Brede distributie — dalende aandelen en minder 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 ✦ | 4.41M | +0.4% | $88.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Corient Private Wealth LP | 2.45M | — | $49.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 1.42M | — | $28.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 880.02K | — | $17.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 685.88K | — | $13.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 479.56K | — | $9.61M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 477.99K | — | $9.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 461.23K | — | $9.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 458.78K | — | $9.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 387.36K | — | $7.76M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 299.55K | — | $6.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 223.21K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 214.53K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 214.08K | -56.0% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 199.11K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 147.03K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 50.75K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 40.55K | — | $812,845 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 32.26K | — | $646,748 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 10.69K | — | $214,193 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 10.12K | — | $202,826 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 4.89K | — | $98,020 | 0.0% | n/c | 1 | SEC ↗ ×3 |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $1.11M | was 0.0% |
| Goldman Sachs Group | $336,260 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 137 houders, 22.74M aandelen, $443.68M 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.