Menkul kıymet kaydı · arşivlenmiş çeyrek
FNDX
Schwab Fundamental U.S. Large Company ETF · Financial Services · Asset Management
62Takip edilen yatırımcılar
+4Δ sahipler
504.76MTutulan hisseler
$14.06BRaporlanan değer
+6Yeni pozisyonlar
−2Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +6.9% ·
pay akışı +2.7% ·
net yeni pozisyonlar +6.5%
· formül
Geniş birikim: daha fazla hissedar arasında artan hisseler
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 490.57K | $15.74M | +1 | n/a |
| Q2 2026 | 62 | +2 | 465.92M | $14.49B | +6 | −5 |
| Q1 2026 | 62 | +4 | 504.76M | $14.06B | +6 | −2 |
| Q4 2025 | 58 | -1 | 491.28M | $13.37B | n/a | −1 |
| Q3 2025 | 10 | -1 | 6.60M | $173.52M | n/a | −1 |
| Q2 2025 | 8 | +1 | 1.19M | $29.12M | +1 | n/a |
| Q1 2025 | 4 | 0 | 411.63K | $9.72M | +1 | −1 |
| Q4 2024 | 4 | +1 | 420.75K | $9.96M | +1 | n/a |
| Q3 2024 | 3 | 0 | 87.09K | $6.25M | +1 | −1 |
| Q2 2024 | 3 | n/a | 80.44K | $5.39M | n/a | n/a |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 419.42M | +1.4% | $11.68B | 1.8% | ▲ Add | 2 | SEC ↗ |
| 2 | Captrust Financial Advisors | 27.50M | +28.5% | $765.69M | 1.3% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 8.16M | -3.8% | $227.35M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 6.62M | +28.5% | $184.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 5.83M | +13.1% | $162.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 5.44M | +4.1% | $151.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Cetera Investment Advisers | 3.89M | +2.9% | $108.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 3.14M | +0.4% | $87.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Bank of New York Mellon Corp | 2.63M | +4.0% | $73.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Creative Planning | 2.17M | +2.2% | $60.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 2.15M | -8.4% | $59.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | HighTower Advisors, LLC | 2.02M | +4.5% | $56.39M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 1.48M | -1.5% | $41.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.30M | -36.8% | $36.24M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Mariner, LLC | 1.26M | +4.2% | $34.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | Commonwealth Equity Services, Llc | 1.21M | -0.8% | $33.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 1.00M | -49.0% | $27.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 742.04K | +3.7% | $20.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 693.27K | -8.0% | $19.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Raymond James Financial Inc | 688.23K | +4.7% | $19.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Quantinno Capital Management LP | 672.06K | +59.6% | $18.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 649.07K | +22.6% | $18.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Gotham Asset Management ✦ | 585.04K | +20.6% | $16.29M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 544.39K | +22.1% | $15.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 516.22K | +13.3% | $14.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 26 | AQR Capital Management ✦ | 497.88K | +47.7% | $13.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 448.70K | +18.1% | $12.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 392.06K | +3.1% | $10.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Tudor Investment Corp Et Al | 381.48K | Yeni | $10.62M | 0.1% | New | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 316.90K | -48.3% | $8.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 313.46K | +113.4% | $8.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 32 | Wealth Enhancement Advisory… | 302.09K | -45.7% | $8.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Blair William & Co/Il | 198.00K | +15.4% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Lido Advisors, LLC | 154.81K | -4.4% | $4.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 152.81K | +18.6% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 36 | Bnp Paribas Financial Markets | 150.00K | Yeni | $4.18M | 0.0% | New | 1 | SEC ↗ |
| 37 | BlackRock ✦ (pasif) | 140.12K | +32.8% | $3.90M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 38 | Citadel Advisors ✦ | 119.62K | Yeni | $3.33M | 0.0% | New | 1 | SEC ↗ |
| 39 | Renaissance Technologies ✦ | 109.10K | Yeni | $3.04M | 0.0% | New | 1 | SEC ↗ |
| 40 | Stifel Financial Corp | 93.88K | +58.7% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Truist Financial Corp | 89.75K | -4.0% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | CIBC Bancorp USA Inc. | 89.16K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Bank Of Montreal /Can/ | 69.10K | -8.3% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 44 | Northern Trust Corp | 67.37K | +123.7% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Cwm, Llc | 40.66K | -19.7% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 40.30K | +49.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 47 | Jane Street Group, Llc | 32.19K | Yeni | $896,408 | 0.0% | New | 1 | SEC ↗ |
| 48 | Sei Investments Co | 31.53K | +169.8% | $878,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 25.99K | +9.9% | $723,933 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 24.94K | +41.0% | $694,576 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 51 | Rockefeller Capital Management L.P. | 24.53K | -14.8% | $683,185 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 22.12K | 0.0% | $615,821 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Empower Advisory Group, LLC | 20.49K | -2.2% | $570,758 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 20.04K | +1209.7% | $558,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Financial Engines Advisors L.L.C. | 17.58K | +19.4% | $489,492 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Assetmark, Inc | 15.67K | +1.4% | $436,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Franklin Resources Inc | 15.20K | +4.1% | $423,292 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 11.77K | -97.6% | $327,906 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Fifth Third Bancorp | 10.84K | +5.2% | $301,867 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Brown Advisory Inc | 8.90K | Yeni | $247,809 | 0.0% | New | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 8.44K | -16.2% | $235,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Citigroup Inc | 1.44K | -62.4% | $40,076 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| Tudor Investment Corp Et Al | $10.62M | 0.1% |
| Bnp Paribas Financial Markets | $4.18M | 0.0% |
| Citadel Advisors | $3.33M | 0.0% |
| Renaissance Technologies | $3.04M | 0.0% |
| Jane Street Group, Llc | $896,408 | 0.0% |
| Brown Advisory Inc | $247,809 | 0.0% |
Çıkıldı
| Susquehanna International… | $2.39M | idi 0.0% |
| Fisher Asset Management | $220,994 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 767 sahipler, 681.64M hisseler, $18.79B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q1 2026 ·
Metodoloji ·
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