FYT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +7.8% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 260.10K | +18.4% | $18.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 185.12K | -9.4% | $12.92M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 178.00K | +3.6% | $12.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 126.96K | +25.4% | $8.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 101.00K | -6.8% | $7.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 68.40K | +13.5% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 46.57K | -2.5% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 40.40K | +14.2% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 40.03K | -7.8% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 34.12K | -1.5% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 29.61K | +226.5% | $2.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 16.68K | Nieuw | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 14.51K | +9.2% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Two Sigma Investments ✦ | 14.50K | -6.3% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 12.56K | -37.7% | $876,718 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 12.41K | +96.0% | $869,523 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 9.61K | -21.4% | $671,188 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 8.43K | +10.5% | $588,196 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 7.16K | +7.5% | $500,144 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 5.50K | +0.8% | $383,658 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 5.28K | -11.9% | $368,164 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 22 | Corient Private Wealth LP | 3.56K | 0.0% | $248,885 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 867 | 0.0% | $60,523 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 819 | +0.2% | $57,223 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 520 | Nieuw | $36,303 | 0.0% | New | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 207 | +0.5% | $14,425 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $1.16M | 0.0% |
| Fifth Third Bancorp | $36,303 | 0.0% |
Verlaten
| Bank Of Montreal /Can/ | $11,679 | was 0.0% |
| Us Bancorp \De\ | $8,651 | was 0.0% |
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.