Effectdossier · gearchiveerd kwartaal
FINX
naam in afwachting van profielverwerking
29Gevolgde houders
0Δ houders
1.54MGehouden aandelen
$38.00MGerapporteerde waarde
+2Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -19.3% · netto nieuwe posities 0.0% — formule
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 | 29 | 0 | 1.54M | $38.00M | +2 | −2 |
| Q1 2026 | 29 | -5 | 1.91M | $44.00M | +2 | −7 |
| Q4 2025 | 34 | 0 | 2.32M | $68.35M | — | — |
| Q3 2025 | 4 | -1 | 306.80K | $10.28M | — | −1 |
| Q2 2025 | 3 | 0 | 24.11K | $825,003 | — | — |
| Q1 2025 | 2 | 0 | 38.18K | $1.05M | — | — |
| Q4 2024 | 2 | -2 | 17.48K | $545,757 | — | −2 |
| Q3 2024 | 4 | +2 | 57.51K | $1.61M | +2 | — |
| Q2 2024 | 2 | — | 35.17K | $884,933 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 285.51K | -29.0% | $7.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 285.51K | -29.0% | $7.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 285.51K | -29.0% | $7.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 285.51K | -29.0% | $7.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 212.62K | -48.0% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 212.62K | -48.0% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 143.40K | -56.6% | $3.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 143.40K | -56.6% | $3.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 136.51K | +1.5% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 136.51K | +1.5% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 136.51K | +1.5% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 127.47K | +29.1% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 127.47K | +29.1% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 127.47K | +29.1% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 118.28K | -28.4% | $2.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 79.34K | Nieuw | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 66.23K | +11.0% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 64.16K | -13.7% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 60.10K | +228.9% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 60.10K | +228.9% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citigroup Inc | 38.02K | +16.5% | $938,664 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 36.78K | +61.4% | $908,049 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 34.03K | +19.6% | $847,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 21.16K | -22.3% | $522,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 21.16K | -22.3% | $522,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 21.16K | -22.3% | $522,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Hrt Financial Lp | 20.98K | +33.7% | $517,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wealthfront Advisers LLC | 19.83K | +11.9% | $489,504 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 13.64K | -47.6% | $336,846 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Creative Planning | 13.52K | Nieuw | $333,675 | 0.0% | New | 1 | SEC ↗ |
| 31 | Creative Planning | 13.52K | Nieuw | $333,675 | 0.0% | New | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 13.11K | +2.5% | $323,668 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 13.11K | +2.5% | $323,668 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cetera Investment Advisers | 12.95K | -7.6% | $319,711 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 9.39K | +52.0% | $232,138 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 9.39K | +52.0% | $232,138 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 9.39K | +52.0% | $232,138 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 5.09K | +179.2% | $127,572 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 5.09K | +179.2% | $127,572 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 5.09K | +179.2% | $127,572 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 2.87K | -33.8% | $70,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 1.72K | 0.0% | $42,343 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.52K | +147.2% | $37,481 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 259 | -43.6% | $6,392 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 248 | -13.9% | $6,123 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 55 | 0.0% | $1,389 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 4 | -99.4% | $99 | 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
| Citadel Advisors | $1.96M | 0.0% |
| Creative Planning | $333,675 | 0.0% |
| Creative Planning | $333,675 | 0.0% |
Verlaten
| Russell Investments Group… | $6,676 | was 0.0% |
| Assetmark, Inc | $116 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 78 houders, 2.54M aandelen, $57.67M 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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