Menkul kıymet kaydı
FNDX
Schwab Fundamental U.S. Large Company ETF · Financial Services · Asset Management
62Takip edilen yatırımcılar
+2Δ sahipler
465.92MTutulan hisseler
$14.49BRaporlanan değer
+6Yeni pozisyonlar
−5Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +3.3% ·
pay akışı -7.3% ·
net yeni pozisyonlar +1.6%
— formül
Sahiplik parçalanması — daha fazla hissedar, daha küçük toplam pay
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 10 | -1 | 6.60M | $173.52M | — | −1 |
| Q2 2025 | 8 | +1 | 1.19M | $29.12M | +1 | — |
| Q1 2025 | 4 | 0 | 411.63K | $9.72M | +1 | −1 |
| Q4 2024 | 4 | +1 | 420.75K | $9.96M | +1 | — |
| Q3 2024 | 3 | 0 | 87.09K | $6.25M | +1 | −1 |
| Q2 2024 | 3 | — | 80.44K | $5.39M | — | — |
Kimler elinde bulunduruyor · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 374.97M | -10.6% | $11.66B | 1.6% | ▼ Trim | 3 | SEC ↗ |
| 2 | Captrust Financial Advisors | 28.85M | +4.9% | $897.10M | 1.4% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 8.54M | +4.6% | $265.49M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 7.04M | +6.3% | $218.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 6.26M | +7.5% | $194.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 5.91M | +8.7% | $183.76M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 7 | Cetera Investment Advisers | 4.12M | +5.8% | $128.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 3.39M | +7.7% | $105.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Bank of New York Mellon Corp | 3.20M | +21.6% | $99.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Creative Planning | 2.18M | +0.5% | $67.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | UBS Group AG | 2.06M | -3.8% | $64.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 2.05M | +57.3% | $63.64M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Focus Partners Wealth | 1.46M | -0.7% | $45.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 1.15M | -4.4% | $35.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mariner, LLC | 1.09M | -13.1% | $33.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Raymond James Financial Inc | 1.06M | +54.2% | $33.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Royal Bank Of Canada | 960.73K | +38.6% | $29.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 948.39K | +27.8% | $29.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Corient Private Wealth LP | 900.27K | -10.2% | $28.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Qube Research & Technologies Ltd | 865.94K | +173.2% | $26.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 805.80K | +19.9% | $25.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Tudor Investment Corp Et Al | 778.47K | +104.1% | $24.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 689.87K | +17.9% | $21.46M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 680.29K | +25.0% | $21.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cerity Partners LLC | 596.10K | -8.2% | $18.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 26 | AQR Capital Management ✦ | 560.12K | +12.5% | $17.42M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 555.27K | +7.6% | $17.27M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 28 | Jones Financial Companies Lllp | 544.48K | +21.4% | $16.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 525.50K | Yeni | $16.34M | 0.0% | New | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 452.04K | +15.3% | $14.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 440.07K | +45.7% | $13.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 318.13K | +1.5% | $9.90M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 33 | Goldman Sachs Group ✦ | 306.44K | +2502.7% | $9.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Blair William & Co/Il | 210.81K | +6.5% | $6.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Lido Advisors, LLC | 167.63K | +8.3% | $5.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | BlackRock ✦ (pasif) | 166.17K | +18.6% | $5.17M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 37 | Susquehanna International Group, Llp | 159.51K | Yeni | $4.96M | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Stifel Financial Corp | 156.87K | +67.1% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 39 | Wells Fargo & Company/Mn | 132.35K | -13.4% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 40 | CIBC Bancorp USA Inc. | 93.23K | +4.6% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Truist Financial Corp | 82.10K | -8.5% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Bank Of Montreal /Can/ | 76.48K | +10.7% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 43 | Northern Trust Corp | 68.26K | +1.3% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Us Bancorp \De\ | 48.21K | +19.6% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Pnc Financial Services Group, Inc. | 34.02K | +36.4% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 46 | Sei Investments Co | 32.24K | +2.3% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Nuveen, LLC | 27.80K | Yeni | $864,706 | 0.0% | New | 1 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 27.53K | +5.9% | $856,214 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 23.90K | -2.6% | $743,233 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | National Bank Of Canada /Fi/ | 22.12K | 0.0% | $687,490 | 0.0% | Held | 3 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 18.48K | -7.8% | $574,604 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Assetmark, Inc | 17.66K | +12.7% | $549,257 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Financial Engines Advisors L.L.C. | 17.35K | -1.3% | $539,554 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Brown Advisory Inc | 16.46K | +85.0% | $512,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Empower Advisory Group, LLC | 15.50K | -24.4% | $482,174 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Franklin Resources Inc | 15.20K | 0.0% | $472,689 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Fisher Asset Management ✦ | 14.94K | Yeni | $464,606 | 0.0% | New | 1 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 10.69K | +26.6% | $332,397 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Fifth Third Bancorp | 9.42K | -13.1% | $292,962 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Allspring Global Investments… | 1.33K | Yeni | $41,465 | 0.0% | New | 1 | SEC ↗ |
| 61 | Citigroup Inc | 1.28K | -11.3% | $39,684 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Simplex Trading, Llc | 22 | Yeni | $684 | 0.0% | New | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Two Sigma Investments | $16.34M | 0.0% |
| Susquehanna International… | $4.96M | 0.0% |
| Nuveen, LLC | $864,706 | 0.0% |
| Fisher Asset Management | $464,606 | 0.0% |
| Allspring Global Investments… | $41,465 | 0.0% |
| Simplex Trading, Llc | $684 | 0.0% |
Çıkıldı
| HighTower Advisors, LLC | $56.39M | idi 0.1% |
| Bnp Paribas Financial Markets | $4.18M | idi 0.0% |
| Citadel Advisors | $3.33M | idi 0.0% |
| Renaissance Technologies | $3.04M | idi 0.0% |
| Jane Street Group, Llc | $896,408 | 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 yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, 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: Q2 2026 ·
Metodoloji ·
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