Effectdossier · gearchiveerd kwartaal
FENY
naam in afwachting van profielverwerking
42Gevolgde houders
-1Δ houders
8.95MGehouden aandelen
$221.63MGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.3% ·
aandelenstroom -5.4% ·
netto nieuwe posities -2.4%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 25.27K | $908,060 | n/a | −1 |
| Q2 2026 | 46 | -3 | 12.79M | $378.25M | +4 | −8 |
| Q1 2026 | 51 | +9 | 15.01M | $510.97M | +13 | −4 |
| Q4 2025 | 42 | -1 | 8.95M | $221.63M | +1 | −2 |
| Q3 2025 | 6 | +2 | 999.36K | $24.70M | +2 | n/a |
| Q2 2025 | 2 | -1 | 140.36K | $3.29M | n/a | −1 |
| Q1 2025 | 2 | 0 | 152.38K | $3.89M | n/a | n/a |
| Q4 2024 | 2 | 0 | 110.18K | $2.63M | n/a | n/a |
| Q3 2024 | 2 | +1 | 128.55K | $3.10M | +1 | n/a |
| Q2 2024 | 1 | n/a | 98.42K | $2.47M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.72M | n/a | $42.45M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 2 | Commonwealth Equity Services, Llc | 1.29M | n/a | $31.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 826.01K | n/a | $20.46M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 715.01K | n/a | $17.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 620.57K | n/a | $15.37M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 539.43K | n/a | $13.36M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 455.87K | n/a | $11.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Bnp Paribas Financial Markets | 351.00K | n/a | $8.69M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 330.99K | n/a | $8.20M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 260.41K | n/a | $6.46M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Morgan Stanley ✦ | 239.94K | +6.7% | $5.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | Bank Of America Corp /De/ | 206.36K | n/a | $5.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Ameriprise Financial Inc | 196.11K | n/a | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 156.79K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Stifel Financial Corp | 110.70K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 101.39K | -47.6% | $2.51M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 92.27K | +6.1% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 89.67K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Raymond James Financial Inc | 70.57K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Bank of New York Mellon Corp | 66.04K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 63.18K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Tudor Investment Corp Et Al | 62.49K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northern Trust Corp | 61.23K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 59.65K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 51.56K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | JPMorgan Chase ✦ | 38.83K | -74.1% | $961,749 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Citigroup Inc | 31.04K | n/a | $768,897 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 27.66K | n/a | $685,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 26.18K | n/a | $661,411 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Creative Planning | 24.84K | n/a | $615,251 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 18.34K | n/a | $454,350 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 14.42K | n/a | $357,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Point72 Asset Management ✦ | 11.81K | Nieuw | $292,435 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jane Street Group, Llc | 11.18K | n/a | $276,805 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Truist Financial Corp | 10.64K | n/a | $263,630 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 1.30K | n/a | $32,201 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 1.00K | n/a | $24,877 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.00K | n/a | $24,770 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Deutsche Bank Ag\ | 997 | n/a | $24,696 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Group One Trading Llc | 200 | n/a | $4,954 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 70 | n/a | $1,734 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 50 | n/a | $1,239 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Point72 Asset Management | $292,435 | 0.0% |
Verlaten
| D. E. Shaw & Co. | $4.50M | was 0.0% |
| Renaissance Technologies | $3.99M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 258 houders, 22.38M aandelen, $751.75M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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