Effectdossier · gearchiveerd kwartaal
FSTA
naam in afwachting van profielverwerking
44Gevolgde houders
-1Δ houders
7.06MGehouden aandelen
$370.89MGerapporteerde waarde
+3Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.2% ·
aandelenstroom +2.4% ·
netto nieuwe posities -4.5%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder 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 | 44 | -1 | 7.06M | $370.89M | +3 | −5 |
| Q1 2026 | 47 | +2 | 6.91M | $361.40M | +6 | −4 |
| Q4 2025 | 45 | -1 | 6.60M | $325.28M | — | −1 |
| Q3 2025 | 6 | -2 | 644.56K | $32.13M | — | −2 |
| Q2 2025 | 5 | +3 | 146.12K | $7.47M | +3 | — |
| Q1 2025 | 1 | -1 | 9.95K | $508,901 | — | −1 |
| Q4 2024 | 2 | +1 | 19.02K | $940,320 | +1 | — |
| Q3 2024 | 1 | -1 | 9.99K | $510,040 | — | −1 |
| Q2 2024 | 2 | — | 25.34K | $1.20M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 2.82M | +6.7% | $148.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.32M | -2.7% | $69.43M | 0.2% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | Osaic Holdings, Inc. | 474.78K | +29.5% | $24.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 466.28K | -8.6% | $24.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 407.07K | -0.4% | $21.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 224.73K | +3.6% | $11.81M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 7 | Goldman Sachs Group ✦ | 164.07K | +34.5% | $8.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Bnp Paribas Financial Markets | 150.01K | +1500000.0% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 95.58K | +3.0% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | UBS Group AG | 86.93K | +5.8% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Fidelity (FMR) ✦ | 81.63K | +6.8% | $4.29M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 74.87K | -9.0% | $3.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 64.51K | -4.7% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 64.34K | -54.4% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 56.91K | -6.5% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 46.63K | -5.8% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Citigroup Inc | 46.37K | -29.4% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 43.46K | -1.8% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Wells Fargo & Company/Mn | 35.08K | +16.2% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 31.88K | +2.9% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 31.82K | +2.9% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | JPMorgan Chase ✦ | 31.24K | -44.8% | $1.67M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 23 | Royal Bank Of Canada | 30.43K | +50.6% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | Creative Planning | 28.02K | -3.2% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 27.07K | +31.0% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Gotham Asset Management ✦ | 26.75K | Nieuw | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 22.65K | +9.3% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 16.62K | -14.2% | $873,105 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Truist Financial Corp | 14.13K | -2.1% | $742,371 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Mariner, LLC | 13.07K | +28.6% | $686,967 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 9.67K | -7.8% | $508,062 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fisher Asset Management ✦ | 8.06K | -6.6% | $423,474 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 33 | Fifth Third Bancorp | 7.92K | -9.9% | $416,377 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Corient Private Wealth LP | 7.74K | 0.0% | $406,450 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 4.42K | +13.9% | $234,944 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 4.34K | -25.4% | $228,300 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 4.22K | Nieuw | $221,719 | 0.0% | New | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 3.85K | -16.9% | $202,384 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Assetmark, Inc | 2.15K | -98.4% | $112,878 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | BlackRock ✦ (passief) | 1.74K | +8.3% | $91,630 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 700 | -0.1% | $36,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Blair William & Co/Il | 200 | +50.4% | $10,531 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Simplex Trading, Llc | 129 | +59.3% | $6,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 80 | Nieuw | $3,899 | 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
| Gotham Asset Management | $1.41M | 0.0% |
| D. E. Shaw & Co. | $221,719 | 0.0% |
| Bank Of Montreal /Can/ | $3,899 | 0.0% |
Verlaten
| Two Sigma Investments | $1.28M | was 0.0% |
| HighTower Advisors, LLC | $576,248 | was 0.0% |
| Bank of New York Mellon Corp | $388,527 | was 0.0% |
| Russell Investments Group… | $11,146 | was 0.0% |
| Franklin Resources Inc | $6,908 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 208 houders, 10.72M aandelen, $556.20M 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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