FTCA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +26.6% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.46M | +49.4% | $10.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 827.19K | +14.0% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 810.45K | +24.2% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 754.91K | +694.3% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 188.80K | +23.4% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 183.15K | +64.5% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 168.57K | -9.9% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 165.70K | +6.6% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 120.19K | +22.4% | $871,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 113.75K | +56.0% | $828,123 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 108.98K | +4.6% | $793,354 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 108.23K | -83.8% | $787,914 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citigroup Inc | 108.00K | +116.0% | $786,240 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Creative Planning | 106.86K | +326.3% | $777,968 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mariner, LLC | 77.74K | +1.9% | $565,943 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 54.48K | +36.8% | $397,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Us Bancorp \De\ | 46.24K | +743.7% | $336,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 33.11K | +0.1% | $241,031 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 27.59K | Nieuw | $200,884 | 0.0% | New | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 18.22K | 0.0% | $132,649 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 16.93K | -23.3% | $123,272 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 15.41K | 0.0% | $112,163 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Cwm, Llc | 7.00K | Nieuw | $50,960 | 0.0% | New | 1 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 816 | -91.2% | $5,940 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Franklin Resources Inc | 386 | 0.0% | $2,810 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 113 | 0.0% | $823 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $200,884 | 0.0% |
| Cwm, Llc | $50,960 | 0.0% |
Verlaten
| Susquehanna International… | $448,687 | was 0.0% |
| JPMorgan Chase | $18,337 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 75 houders, 7.77M aandelen, $56.39M 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.