FYLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom +0.2% ·
netto nieuwe posities +4.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -2 | 4.11M | $150.00M | +1 | −3 |
| Q1 2026 | 25 | +3 | 5.06M | $188.83M | +4 | −1 |
| Q4 2025 | 22 | +1 | 4.84M | $157.16M | +1 | — |
| Q3 2025 | 3 | 0 | 1.90K | $59,334 | — | — |
| Q2 2025 | 1 | -1 | 376 | $10,992 | — | −1 |
| Q1 2025 | 1 | +1 | 11.70K | $315,108 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.94M | — | $62.92M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 809.90K | — | $26.31M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 485.46K | — | $15.77M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 450.54K | — | $14.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 450.54K | — | $14.64M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 450.54K | — | $14.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 380.63K | — | $12.37M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 362.45K | — | $11.78M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 100.00K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 86.23K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 70.19K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 70.19K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 70.19K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 32.92K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 31.69K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 23.62K | — | $767,368 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 19.38K | — | $629,689 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 16.26K | — | $528,417 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 13.69K | — | $444,751 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 7.47K | Nieuw | $242,668 | 0.0% | New | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 5.33K | — | $173,334 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 2.32K | — | $75,507 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.27K | +80.8% | $41,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 676 | 0.0% | $21,963 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 524 | 0.0% | $17,023 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 0 | — | $15 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| AQR Capital Management | $242,668 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 89 houders, 12.35M aandelen, $433.54M 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.