Wertpapierdatensatz · archiviertes Quartal
FDUS
Name ausstehend – Profil wird eingelesen
42Erfasste Halter
-3Δ Inhaber
5.31MGehaltene Aktien
$92.57MGemeldeter Wert
+3Neue Positionen
−6Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -6.7% ·
Aktienfluss -0.7% ·
neue Nettopositionen -7.1%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | 0 | 4.14M | $79.03M | +5 | −6 |
| Q1 2026 | 42 | -3 | 5.31M | $92.57M | +3 | −6 |
| Q4 2025 | 45 | +2 | 5.35M | $103.28M | +3 | −1 |
| Q3 2025 | 5 | +1 | 798.88K | $16.19M | +1 | — |
| Q2 2025 | 2 | -2 | 481.03K | $9.72M | — | −2 |
| Q1 2025 | 3 | +1 | 557.53K | $11.37M | +1 | — |
| Q4 2024 | 2 | -1 | 300.86K | $6.32M | — | −1 |
| Q3 2024 | 3 | 0 | 476.80K | $9.35M | — | — |
| Q2 2024 | 3 | — | 646.65K | $12.60M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 804.39K | +9.3% | $14.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Envestnet Asset Management Inc | 545.50K | +4.8% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 542.32K | +3.6% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 422.89K | -3.9% | $7.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Baird Financial Group, Inc. | 406.43K | +5.4% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 294.17K | +17.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Legal & General Group Plc | 284.46K | +12.7% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 273.71K | -28.4% | $4.77M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 9 | Sumitomo Mitsui Trust Group, Inc. | 213.38K | 0.0% | $3.72M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Millennium Management ✦ | 204.39K | -17.4% | $3.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Franklin Resources Inc | 152.28K | -17.3% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 151.75K | +58.4% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passiv) | 141.34K | -42.2% | $2.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Qube Research & Technologies Ltd | 103.40K | +43.5% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 102.33K | Neu | $1.78M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | HighTower Advisors, LLC | 92.58K | -0.7% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Tudor Investment Corp Et Al | 76.31K | +607.1% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 75.24K | +201.7% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 73.45K | -33.1% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Ameriprise Financial Inc | 65.82K | -4.4% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Commonwealth Equity Services, Llc | 37.54K | -13.9% | $653,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 33.11K | +0.7% | $576,846 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Northwestern Mutual Wealth… | 31.23K | 0.0% | $543,992 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Creative Planning | 31.08K | +8.2% | $541,394 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 28.10K | +4.2% | $489,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 27.16K | 0.0% | $473,214 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 23.27K | +31.8% | $405,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 18.71K | -57.4% | $325,951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 14.52K | +116.9% | $252,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 11.73K | -40.2% | $204,364 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Royal Bank Of Canada | 7.71K | -2.7% | $134,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 7.30K | -77.4% | $125,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 7.11K | +4.1% | $123,902 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 4.90K | -2.1% | $85,355 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Bnp Paribas Financial Markets | 1.71K | 0.0% | $29,753 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Simplex Trading, Llc | 893 | -83.1% | $15,556 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 750 | 0.0% | $13,065 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 770 | 0.0% | $13,028 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 72 | 0.0% | $1,254 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 53 | Neu | $923 | 0.0% | New | 1 | SEC ↗ |
| 41 | Citigroup Inc | 43 | Neu | $749 | 0.0% | New | 1 | SEC ↗ |
| 42 | Danske Bank A/S | 1 | 0.0% | $17 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $1.78M | 0.0% |
| Fidelity (FMR) | $923 | 0.0% |
| Citigroup Inc | $749 | 0.0% |
Ausgestiegen
| Credit Agricole S A | $972,739 | war 0.0% |
| Goldman Sachs Group | $627,520 | war 0.0% |
| Susquehanna International… | $424,716 | war 0.0% |
| Northern Trust Corp | $409,932 | war 0.0% |
| Wealth Enhancement Advisory… | $374,262 | war 0.0% |
| Squarepoint Ops LLC | $238,587 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 142 Inhaber, 9.88M Anteile, $157.82M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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