Effectdossier · gearchiveerd kwartaal
FENY
naam in afwachting van profielverwerking
47Gevolgde houders
-3Δ houders
13.77MGehouden aandelen
$407.05MGerapporteerde waarde
+4Nieuwe posities
−7Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.0% ·
aandelenstroom -8.2% ·
netto nieuwe posities -6.4%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | -3 | 13.77M | $407.05M | +4 | −7 |
| 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 | — |
| Q2 2025 | 2 | -1 | 140.36K | $3.29M | — | −1 |
| Q1 2025 | 2 | 0 | 152.38K | $3.89M | — | — |
| Q4 2024 | 2 | 0 | 110.18K | $2.63M | — | — |
| Q3 2024 | 2 | +1 | 128.55K | $3.10M | +1 | — |
| Q2 2024 | 1 | — | 98.42K | $2.47M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 2.48M | +3.2% | $73.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.70M | -3.3% | $50.21M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 3 | Lido Advisors, LLC | 1.70M | -3.3% | $50.21M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | Lido Advisors, LLC | 1.70M | -3.3% | $50.21M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 5 | Lido Advisors, LLC | 1.70M | -3.3% | $50.21M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.52M | +77.2% | $44.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 1.16M | -9.3% | $34.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 992.81K | +6.9% | $29.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 974.23K | -6.3% | $28.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 932.86K | +4.3% | $27.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 604.34K | +41.1% | $17.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Marshall Wace ✦ | 452.23K | -44.1% | $13.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Marshall Wace ✦ | 452.23K | -44.1% | $13.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 293.30K | Nieuw | $8.67M | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 273.32K | +11.5% | $8.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 273.32K | +11.5% | $8.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 273.32K | +11.5% | $8.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 273.32K | +11.5% | $8.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 243.60K | -43.3% | $7.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 243.60K | -43.3% | $7.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 234.40K | +11.1% | $6.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 234.40K | +11.1% | $6.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 234.40K | +11.1% | $6.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 234.40K | +11.1% | $6.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 234.25K | +53.3% | $6.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 234.25K | +53.3% | $6.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 234.25K | +53.3% | $6.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 198.32K | +0.7% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 188.22K | -21.1% | $5.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 188.22K | -21.1% | $5.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 115.95K | -1.2% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 115.95K | -1.2% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 115.71K | +8.4% | $3.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 107.71K | +9.2% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS Group AG | 99.97K | +22.7% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 99.03K | Nieuw | $2.93M | 0.0% | New | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 78.28K | Nieuw | $2.31M | 0.0% | New | 1 | SEC ↗ |
| 38 | Mariner, LLC | 68.04K | +7.9% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 67.19K | -84.6% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 67.19K | -84.6% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 67.19K | -84.6% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 67.19K | -84.6% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 67.19K | -84.6% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Raymond James Financial Inc | 65.92K | -4.4% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Raymond James Financial Inc | 65.92K | -4.4% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Citigroup Inc | 59.37K | +79.6% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Northern Trust Corp | 58.26K | +3.6% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Royal Bank Of Canada | 57.89K | -22.7% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Royal Bank Of Canada | 57.89K | -22.7% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 46.17K | +150.8% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 46.17K | +150.8% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 40.48K | +16.2% | $1.20M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 34.83K | +23.4% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Creative Planning | 30.14K | -0.8% | $890,844 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Truist Financial Corp | 28.04K | +122.4% | $828,854 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Truist Financial Corp | 28.04K | +122.4% | $828,854 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 23.14K | +3.1% | $708,193 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 18.33K | +1309.8% | $541,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 18.33K | +1309.8% | $541,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Hrt Financial Lp | 16.16K | Nieuw | $477,000 | 0.0% | New | 1 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 15.67K | +34.9% | $463,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Captrust Financial Advisors | 15.45K | +127.7% | $456,768 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Quantinno Capital Management LP | 13.84K | +44.0% | $408,989 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Simplex Trading, Llc | 10.38K | +552.2% | $306,714 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 2.94K | 0.0% | $86,788 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Fifth Third Bancorp | 1.69K | -34.5% | $49,897 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | BlackRock ✦ (passief) | 1.61K | 0.0% | $47,477 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Rockefeller Capital Management L.P. | 1.00K | 0.0% | $29,688 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 361 | +240.6% | $10,671 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Assetmark, Inc | 174 | +248.0% | $5,143 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Bnp Paribas Financial Markets | 95 | -100.0% | $2,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Two Sigma Investments | $8.67M | 0.0% |
| D. E. Shaw & Co. | $2.93M | 0.0% |
| Qube Research & Technologies… | $2.31M | 0.0% |
| Hrt Financial Lp | $477,000 | 0.0% |
Verlaten
| Tudor Investment Corp Et Al | $6.78M | was 0.0% |
| Renaissance Technologies | $1.24M | was 0.0% |
| Goldman Sachs Group | $1.02M | was 0.0% |
| Jane Street Group, Llc | $974,979 | was 0.0% |
| Balyasny Asset Management L.P. | $586,267 | was 0.0% |
| TD Waterhouse Canada Inc. | $6,558 | was 0.0% |
| Bank Of Montreal /Can/ | $1,463 | 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 verder het vaakst 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: Q2 2026 ·
Methodologie ·
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