Effectdossier · gearchiveerd kwartaal
FTC
naam in afwachting van profielverwerking
43Gevolgde houders
+6Δ houders
3.23MGehouden aandelen
$497.03MGerapporteerde waarde
+7Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.2% ·
aandelenstroom -7.3% ·
netto nieuwe posities +14.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 693.60K | -2.9% | $106.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 675.98K | -2.1% | $104.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 423.03K | +1.2% | $65.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 220.81K | -2.8% | $34.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 208.48K | -23.1% | $32.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 157.46K | -15.4% | $24.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 151.57K | +0.7% | $23.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 139.55K | -3.3% | $21.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 94.53K | -2.1% | $14.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 68.49K | +1.8% | $10.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 58.17K | +18.9% | $8.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 37.28K | +0.7% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 33.69K | +10.5% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | First Trust Advisors Lp | 31.93K | -81.3% | $4.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 26.17K | -34.6% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Jones Financial Companies Lllp | 24.27K | +9.7% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 19.56K | -0.3% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 16.95K | -56.0% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Ameriprise Financial Inc | 16.72K | -5.0% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 12.91K | +14.3% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 11.05K | +1.9% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 9.95K | Nieuw | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 9.45K | +11.3% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 9.37K | +8.7% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 8.88K | +0.1% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 8.55K | Nieuw | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 7.67K | +45.3% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Fifth Third Bancorp | 6.66K | Nieuw | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 29 | Creative Planning | 5.40K | +1.1% | $832,365 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mariner, LLC | 4.59K | -6.4% | $707,593 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 3.95K | -3.2% | $618,298 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 3.78K | +26885.7% | $582,352 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 3.71K | -0.1% | $572,585 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Us Bancorp \De\ | 3.64K | +0.8% | $561,541 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Citigroup Inc | 3.09K | 0.0% | $475,909 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Millennium Management ✦ | 2.94K | Nieuw | $453,179 | 0.0% | New | 1 | SEC ↗ |
| 37 | Invesco Ltd. | 2.54K | Nieuw | $391,985 | 0.0% | New | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 2.33K | -5.6% | $358,382 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Focus Partners Wealth | 2.02K | +0.8% | $311,077 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 1.82K | Nieuw | $280,385 | 0.0% | New | 1 | SEC ↗ |
| 41 | Blair William & Co/Il | 1.27K | 0.0% | $196,532 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 1.27K | 0.0% | $195,681 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 43 | Bank Of Montreal /Can/ | 138 | Nieuw | $21,272 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $1.53M | 0.0% |
| Mercer Global Advisors Inc… | $1.32M | 0.0% |
| Fifth Third Bancorp | $1.03M | 0.0% |
| Millennium Management | $453,179 | 0.0% |
| Invesco Ltd. | $391,985 | 0.0% |
| AQR Capital Management | $280,385 | 0.0% |
| Bank Of Montreal /Can/ | $21,272 | 0.0% |
Verlaten
| Hrt Financial Lp | $202,000 | was 0.0% |
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer 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: Q1 2026 ·
Methodologie ·
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