FTRI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom +21.1% ·
netto nieuwe posities +5.6%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +1 | 3.19M | $50.61M | +3 | −2 |
| Q1 2026 | 18 | +1 | 3.30M | $58.96M | +2 | −1 |
| Q4 2025 | 17 | -2 | 2.73M | $42.75M | n/a | −2 |
| Q3 2025 | 3 | +1 | 185.34K | $2.82M | +1 | n/a |
| Q1 2025 | 1 | 0 | 7.24K | $95,911 | n/a | n/a |
| Q4 2024 | 1 | -1 | 36.70K | $441,290 | n/a | −1 |
| Q3 2024 | 2 | +1 | 21.89K | $295,180 | +1 | n/a |
| Q2 2024 | 1 | n/a | 63.62K | $825,125 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.19M | +56.0% | $21.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 810.33K | +19.3% | $14.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 233.78K | -2.3% | $4.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 215.79K | -20.1% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 209.15K | -1.2% | $3.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 177.39K | -7.1% | $3.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 135.42K | -8.6% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 78.94K | +25.9% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 72.57K | Nieuw | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 70.34K | +39.4% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 31.27K | +0.1% | $558,252 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 26.32K | -8.7% | $469,745 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 23.94K | -9.3% | $427,331 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 18.71K | Nieuw | $334,055 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cwm, Llc | 11.22K | +0.2% | $200,287 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 695 | -50.0% | $12,411 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Us Bancorp \De\ | 540 | -68.1% | $9,639 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 166 | +5433.3% | $2,963 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $1.30M | 0.0% |
| Mariner, LLC | $334,055 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $226,584 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 72 houders, 4.79M aandelen, $79.68M 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.