FSMB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom +9.8% ·
netto nieuwe posities -8.7%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.25M | +1.9% | $104.88M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 2.50M | +10.1% | $49.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Corient Private Wealth LP | 857.02K | -18.6% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 730.84K | +167.5% | $14.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 713.29K | +5.2% | $14.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 657.97K | +42.9% | $13.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 593.65K | +7.5% | $11.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 523.41K | +2.7% | $10.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 447.27K | +118.7% | $8.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 418.60K | +1.1% | $8.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 389.40K | +3.1% | $7.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 354.64K | +9.8% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 297.63K | +41.6% | $5.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Stifel Financial Corp | 221.37K | +14.9% | $4.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 200.13K | +1067.4% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 158.13K | +15.1% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Fifth Third Bancorp | 77.86K | -10.4% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 48.33K | +4.6% | $966,197 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 28.82K | -5.5% | $576,420 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 24.45K | +129.3% | $488,656 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 12.20K | -93.8% | $243,898 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Us Bancorp \De\ | 3.41K | +23.0% | $68,107 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Bank Of Montreal /Can/ | 920 | Nieuw | $18,248 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Bank Of Montreal /Can/ | $18,248 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $18.95M | was 0.0% |
| Mariner, LLC | $215,541 | was 0.0% |
| Captrust Financial Advisors | $203,569 | 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.