FTXR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom +3.2% ·
netto nieuwe posities +4.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 20.02M | $912.32M | +3 | −2 |
| Q1 2026 | 22 | +3 | 19.42M | $740.15M | +5 | −2 |
| Q4 2025 | 19 | 0 | 349.87K | $13.56M | +1 | −1 |
| Q3 2025 | 4 | +2 | 359.13K | $12.59M | +2 | n/a |
| Q1 2025 | 1 | 0 | 47.24K | $1.40M | n/a | n/a |
| Q4 2024 | 1 | 0 | 22.87K | $786,362 | n/a | n/a |
| Q3 2024 | 1 | 0 | 16.54K | $530,401 | n/a | n/a |
| Q2 2024 | 1 | n/a | 9.38K | $288,152 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Trust Advisors Lp | 17.57M | +0.1% | $800.81M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 662.92K | +36.9% | $30.21M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 639.36K | +153.1% | $29.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 291.02K | +40.9% | $13.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 241.47K | +30.4% | $11.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 203.38K | +37.3% | $9.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 113.91K | 0.0% | $5.19M | 0.0% | Held | 4 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 53.21K | +35.6% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 42.43K | +508.1% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 39.80K | +119.9% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Hrt Financial Lp | 35.16K | Nieuw | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 33.65K | -6.1% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 29.02K | -33.3% | $1.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 19.34K | +72.8% | $881,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 13.06K | Nieuw | $595,176 | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 10.76K | +53.1% | $490,099 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 10.38K | -0.3% | $472,798 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 6.34K | 0.0% | $288,838 | 0.0% | Held | 3 | SEC ↗ |
| 19 | UBS Group AG | 716 | 0.0% | $32,630 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 701 | +435.1% | $31,946 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 334 | Nieuw | $15,219 | 0.0% | New | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 56 | 0.0% | $2,552 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $1.60M | 0.0% |
| Truist Financial Corp | $595,176 | 0.0% |
| Fidelity (FMR) | $15,219 | 0.0% |
Verlaten
| Bnp Paribas Financial Markets | $9.53M | was 0.0% |
| Jane Street Group, Llc | $326,183 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 54 houders, 21.49M aandelen, $823.15M 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.