FTGS
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +16.0% ·
Aktienfluss -0.2% ·
neue Nettopositionen +13.8%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | 0 | 14.64M | $541.91M | +2 | −2 |
| Q1 2026 | 29 | +4 | 15.71M | $534.80M | +5 | −1 |
| Q4 2025 | 25 | +1 | 15.74M | $556.36M | +1 | — |
| Q3 2025 | 3 | 0 | 1.00M | $35.94M | — | — |
| Q2 2025 | 2 | 0 | 62.77K | $2.15M | — | — |
| Q1 2025 | 1 | 0 | 85.01K | $2.53M | — | — |
| Q4 2024 | 1 | 0 | 20.75K | $651,707 | — | — |
| Q3 2024 | 1 | +1 | 13.18K | $411,480 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.75M | +6.8% | $195.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.94M | +12.9% | $66.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.94M | +12.9% | $66.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.94M | +12.9% | $66.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.49M | +3.2% | $50.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Cwm, Llc | 1.31M | -0.1% | $44.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.03M | -2.1% | $34.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.03M | -2.1% | $34.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.03M | -2.1% | $34.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 993.25K | -1.0% | $33.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 693.31K | -7.4% | $23.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 693.31K | -7.4% | $23.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 514.09K | +16.6% | $17.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 514.09K | +16.6% | $17.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 514.09K | +16.6% | $17.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Assetmark, Inc | 397.46K | +12.2% | $13.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 380.08K | -10.4% | $12.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 380.08K | -10.4% | $12.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 339.97K | -37.2% | $11.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 245.86K | -67.5% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 190.28K | +7.7% | $6.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 106.33K | -27.4% | $3.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 100.28K | +7.2% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 100.28K | +7.2% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 100.28K | +7.2% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 60.90K | +147.9% | $2.07M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 27 | Jane Street Group, Llc | 45.02K | +103.0% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 35.12K | +12.1% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 20.51K | Neu | $698,207 | 0.0% | New | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 18.90K | -58.0% | $643,326 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 16.53K | Neu | $568,266 | 0.0% | New | 1 | SEC ↗ |
| 32 | Mariner, LLC | 12.07K | +1.1% | $411,117 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Creative Planning | 8.45K | Neu | $287,549 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 7.46K | +93.6% | $254,118 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | BlackRock ✦ (passiv) | 5.61K | Neu | $190,894 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 2.35K | 0.0% | $79,939 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 1.87K | Neu | $61,949 | 0.0% | New | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 1.03K | +27.2% | $35,067 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 24 | -97.3% | $795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $698,207 | 0.0% |
| Wealth Enhancement Advisory… | $568,266 | 0.0% |
| Creative Planning | $287,549 | 0.0% |
| BlackRock | $190,894 | 0.0% |
| Jones Financial Companies Lllp | $61,949 | 0.0% |
Ausgestiegen
| First Trust Advisors Lp | $319,043 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 180 Inhaber, 25.99M Anteile, $834.30M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.