FUMB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +22.2% ·
aandelenstroom +4.3% ·
netto nieuwe posities +18.2%
— 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 | 20 | -1 | 4.81M | $96.47M | +1 | −2 |
| Q1 2026 | 22 | +4 | 4.52M | $90.71M | +4 | — |
| Q4 2025 | 18 | -1 | 4.34M | $86.97M | — | −1 |
| Q3 2025 | 4 | +1 | 1.37M | $27.56M | +1 | — |
| Q1 2025 | 1 | +1 | 10.82K | $217,508 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 879.54K | +16.4% | $17.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 661.21K | -8.2% | $13.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 661.21K | -8.2% | $13.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 649.42K | -5.6% | $13.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 649.42K | -5.6% | $13.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 346.00K | -0.4% | $6.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 291.45K | +30.5% | $5.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 276.93K | +5.7% | $5.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 276.93K | +5.7% | $5.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 275.35K | +15.2% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 275.35K | +15.2% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 212.19K | +1.9% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 181.84K | -20.0% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 181.84K | -20.0% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 130.39K | +4.8% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 124.37K | +6.4% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 110.17K | -5.3% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 93.99K | -0.2% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 91.93K | +1.6% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 58.09K | +140.5% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 41.54K | +144.0% | $832,817 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 35.80K | Nieuw | $717,730 | 0.0% | New | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 24.53K | Nieuw | $491,766 | 0.0% | New | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 18.87K | -72.3% | $378,405 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 10.24K | -19.7% | $205,258 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 9.49K | Nieuw | $190,354 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cwm, Llc | 333 | Nieuw | $6,677 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $717,730 | 0.0% |
| Goldman Sachs Group | $491,766 | 0.0% |
| Fifth Third Bancorp | $190,354 | 0.0% |
| Cwm, Llc | $6,677 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 87 houders, 7.61M aandelen, $144.24M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.