FYT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.0% ·
aandelenstroom +3.7% ·
netto nieuwe posities +11.5%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 5.03K | $340,699 | n/a | n/a |
| Q2 2026 | 26 | 0 | 1.22M | $85.38M | +2 | −2 |
| Q1 2026 | 26 | +3 | 1.13M | $70.11M | +3 | n/a |
| Q4 2025 | 23 | 0 | 1.09M | $62.03M | n/a | n/a |
| Q3 2025 | 4 | 0 | 171.21K | $9.57M | +1 | −1 |
| Q2 2025 | 1 | -1 | 36.38K | $1.83M | n/a | −1 |
| Q1 2025 | 2 | 0 | 39.21K | $1.95M | n/a | n/a |
| Q4 2024 | 2 | 0 | 13.44K | $739,334 | n/a | n/a |
| Q3 2024 | 2 | +1 | 53.66K | $2.98M | +1 | n/a |
| Q2 2024 | 1 | n/a | 38.85K | $2.01M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 219.60K | +0.7% | $13.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 204.28K | -8.2% | $12.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 171.78K | -6.1% | $10.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 108.33K | +121.8% | $6.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 101.23K | -5.0% | $6.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 60.28K | +7.6% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 47.75K | -0.8% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 43.42K | -0.2% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 35.38K | +13.2% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 34.63K | -2.2% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Susquehanna International Group, Llp | 20.16K | +318.5% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 15.47K | Nieuw | $956,228 | 0.0% | New | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 13.29K | -4.4% | $821,530 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 12.24K | +17.2% | $756,273 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 9.07K | +0.5% | $560,328 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 7.62K | +33.4% | $471,133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 6.66K | Nieuw | $411,781 | 0.0% | New | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 6.33K | +3.9% | $387,415 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 5.99K | +92.0% | $365,197 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Wealth Enhancement Advisory… | 5.45K | -28.1% | $338,541 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Corient Private Wealth LP | 3.56K | -50.0% | $220,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 867 | +136.2% | $53,569 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 817 | +0.4% | $50,484 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 206 | 0.0% | $12,755 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 189 | Nieuw | $11,679 | 0.0% | New | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 140 | -99.5% | $8,651 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $956,228 | 0.0% |
| Baird Financial Group, Inc. | $411,781 | 0.0% |
| Bank Of Montreal /Can/ | $11,679 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 66 houders, 1.76M aandelen, $96.37M 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.