FTXO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.8% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.75K | $261,341 | n/a | −1 |
| Q2 2026 | 35 | -1 | 3.79M | $156.79M | +2 | −3 |
| Q1 2026 | 37 | +6 | 4.73M | $171.12M | +9 | −3 |
| Q4 2025 | 31 | 0 | 3.35M | $126.54M | +1 | −1 |
| Q3 2025 | 5 | -1 | 570.94K | $20.33M | n/a | −1 |
| Q2 2025 | 3 | +2 | 58.60K | $1.94M | +2 | n/a |
| Q3 2024 | 1 | 0 | 17.96K | $522,248 | n/a | n/a |
| Q2 2024 | 1 | n/a | 8.25K | $218,977 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 716.51K | n/a | $27.08M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 511.18K | +1.4% | $19.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 449.08K | n/a | $16.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 265.15K | n/a | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 260.88K | n/a | $9.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | UBS Group AG | 208.82K | n/a | $7.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 146.97K | n/a | $5.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 144.99K | n/a | $5.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 103.87K | n/a | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Assetmark, Inc | 102.28K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 94.06K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Goldman Sachs Group ✦ | 76.80K | +282.1% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 41.80K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Stifel Financial Corp | 39.56K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 35.97K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Bank of New York Mellon Corp | 26.55K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 25.15K | Nieuw | $950,539 | 0.0% | New | 1 | SEC ↗ |
| 18 | Us Bancorp \De\ | 18.34K | n/a | $693,160 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 16.84K | +719.8% | $636,288 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Commonwealth Equity Services, Llc | 16.05K | n/a | $606,410 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 14.60K | n/a | $551,362 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citigroup Inc | 11.15K | n/a | $421,270 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 9.55K | n/a | $376,503 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 5.72K | n/a | $216,012 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 5.33K | n/a | $201,239 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 322 | n/a | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Blair William & Co/Il | 316 | n/a | $11,941 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 245 | +345.4% | $9,251 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Allspring Global Investments… | 167 | n/a | $6,551 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 58 | n/a | $2,192 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 46 | n/a | $1,738 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $950,539 | 0.0% |
Verlaten
| Two Sigma Investments | $1.59M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 123 houders, 6.71M aandelen, $230.94M 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.