FTC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.8% ·
aandelenstroom -1.0% ·
netto nieuwe posities +2.7%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | -1 | 3.10M | $600.99M | +2 | −4 |
| Q1 2026 | 43 | +6 | 3.23M | $497.03M | +7 | −1 |
| Q4 2025 | 37 | +1 | 3.48M | $556.02M | +1 | n/a |
| Q3 2025 | 3 | -2 | 766.39K | $123.13M | n/a | −2 |
| Q2 2025 | 3 | +2 | 30.42K | $4.59M | +2 | n/a |
| Q4 2024 | 1 | 0 | 38.77K | $5.36M | n/a | n/a |
| Q3 2024 | 1 | 0 | 43.78K | $5.75M | n/a | n/a |
| Q2 2024 | 1 | n/a | 13.56K | $1.66M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 714.03K | -5.0% | $114.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 690.77K | n/a | $110.44M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 418.06K | n/a | $66.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 271.02K | n/a | $43.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | UBS Group AG | 227.09K | n/a | $36.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 186.23K | n/a | $29.77M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | First Trust Advisors Lp | 171.10K | n/a | $27.35M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 150.46K | n/a | $24.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 144.31K | n/a | $23.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 96.58K | n/a | $15.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 67.30K | n/a | $10.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 48.91K | n/a | $7.82M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 40.02K | n/a | $6.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Susquehanna International Group, Llp | 38.47K | n/a | $6.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 37.04K | n/a | $5.92M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 30.47K | n/a | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 22.12K | n/a | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 19.62K | n/a | $3.14M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 17.60K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 11.29K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 10.84K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 8.88K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 8.62K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 8.48K | Nieuw | $1.36M | 0.0% | New | 1 | SEC ↗ |
| 25 | Creative Planning | 5.34K | n/a | $853,607 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 5.28K | -52.6% | $843,590 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Mariner, LLC | 4.90K | n/a | $784,099 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 4.08K | n/a | $677,878 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3.72K | +7.7% | $594,637 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 3.62K | n/a | $577,953 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Citigroup Inc | 3.09K | n/a | $493,477 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 2.46K | n/a | $393,935 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 2.00K | n/a | $320,232 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Blair William & Co/Il | 1.27K | n/a | $203,842 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 1.27K | n/a | $202,908 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Hrt Financial Lp | 1.27K | n/a | $202,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 14 | n/a | $2,238 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $1.36M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 205 houders, 5.05M aandelen, $669.57M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.