FTSD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.0% ·
aandelenstroom -6.6% ·
netto nieuwe posities +4.8%
· 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 | 21 | +1 | 1.39M | $126.02M | +2 | −1 |
| Q1 2026 | 20 | -1 | 1.36M | $123.44M | +1 | −2 |
| Q4 2025 | 21 | +1 | 1.54M | $139.95M | +1 | n/a |
| Q3 2025 | 4 | 0 | 222.30K | $20.24M | n/a | n/a |
| Q2 2025 | 2 | 0 | 14.90K | $1.35M | n/a | n/a |
| Q1 2025 | 2 | +1 | 17.39K | $1.58M | +1 | n/a |
| Q4 2024 | 1 | 0 | 18.36K | $1.66M | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.69K | $884,642 | n/a | n/a |
| Q2 2024 | 1 | n/a | 24.82K | $2.24M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 466.24K | n/a | $42.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Franklin Resources Inc | 360.01K | n/a | $32.76M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 3 | Raymond James Financial Inc | 222.03K | n/a | $20.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 117.69K | n/a | $10.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 104.51K | n/a | $9.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Goldman Sachs Group ✦ | 51.35K | -66.1% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 41.22K | n/a | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 35.44K | n/a | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 28.50K | +63.1% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 25.36K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 24.01K | -49.7% | $2.18M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 23.31K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 10.22K | n/a | $930,276 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Gotham Asset Management ✦ | 10.08K | +81.4% | $917,745 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Royal Bank Of Canada | 7.09K | n/a | $645,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 3.57K | n/a | $325,088 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cibc World Market Inc. | 2.73K | n/a | $248,366 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 2.38K | n/a | $216,605 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 1.47K | n/a | $133,634 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 470 | n/a | $42,794 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 55 | Nieuw | $5,006 | 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
| JPMorgan Chase | $5,006 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 66 houders, 2.07M aandelen, $175.85M 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.