FVC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.8% ·
aandelenstroom -2.5% ·
netto nieuwe posities +10.5%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +3 | 935.70K | $40.98M | +3 | — |
| Q1 2026 | 19 | +2 | 1.04M | $36.14M | +3 | −1 |
| Q4 2025 | 17 | 0 | 1.06M | $38.72M | — | — |
| Q3 2025 | 3 | 0 | 236.52K | $8.53M | — | — |
| Q2 2025 | 1 | -1 | 321 | $11,405 | — | −1 |
| Q1 2025 | 1 | +1 | 46.79K | $1.65M | +1 | — |
| Q3 2024 | 1 | +1 | 17.83K | $638,742 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 227.34K | +24.1% | $7.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 219.84K | -1.5% | $7.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 219.84K | -1.5% | $7.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 181.16K | +2.5% | $6.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 181.16K | +2.5% | $6.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 128.43K | -17.9% | $4.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 128.43K | -17.9% | $4.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 120.97K | -1.3% | $4.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 59.13K | -0.5% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 59.13K | -0.5% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 22.82K | -1.9% | $795,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mariner, LLC | 22.34K | -7.9% | $777,877 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 14.74K | -70.5% | $513,327 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 13.67K | Nieuw | $476,131 | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 12.18K | -33.5% | $424,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 12.18K | -33.5% | $424,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 8.12K | +20.0% | $282,768 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 2.58K | Nieuw | $89,891 | 0.0% | New | 1 | SEC ↗ |
| 19 | TD Waterhouse Canada Inc. | 1.82K | -44.0% | $64,003 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 1.12K | -18.9% | $39,218 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 678 | 0.0% | $23,613 | 0.0% | Held | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 320 | 0.0% | $10,849 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 171 | 0.0% | $5,956 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Cwm, Llc | 110 | Nieuw | $3,831 | 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
| Citadel Advisors | $476,131 | 0.0% |
| Fifth Third Bancorp | $89,891 | 0.0% |
| Cwm, Llc | $3,831 | 0.0% |
Verlaten
| Jane Street Group, Llc | $534,937 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 50 houders, 1.59M aandelen, $54.04M 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.