Wertpapierdatensatz · archiviertes Quartal
FXD
Name ausstehend, Profil-Einspeisung läuft
39Erfasste Halter
+1Δ Inhaber
2.16MGehaltene Aktien
$147.77MGemeldeter Wert
+1Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.6% ·
Aktienfluss -6.1% ·
neue Nettopositionen +2.6%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +3 | 1.81M | $125.35M | +3 | n/a |
| Q1 2026 | 36 | -3 | 1.85M | $118.61M | +2 | −5 |
| Q4 2025 | 39 | +1 | 2.16M | $147.77M | +1 | n/a |
| Q3 2025 | 7 | 0 | 718.71K | $49.03M | +1 | −1 |
| Q2 2025 | 4 | -1 | 48.84K | $3.10M | n/a | −1 |
| Q1 2025 | 3 | +1 | 420.39K | $24.34M | +1 | n/a |
| Q4 2024 | 2 | 0 | 14.96K | $966,736 | n/a | n/a |
| Q3 2024 | 2 | 0 | 62.91K | $3.98M | n/a | n/a |
| Q2 2024 | 2 | n/a | 7.50K | $449,146 | n/a | n/a |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 502.24K | n/a | $34.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 427.45K | -19.1% | $29.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 236.20K | n/a | $16.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 171.60K | n/a | $11.73M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 132.79K | n/a | $9.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Stifel Financial Corp | 97.34K | n/a | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 61.20K | -47.5% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Susquehanna International Group, Llp | 52.73K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 50.23K | n/a | $3.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Bnp Paribas Financial Markets | 50.00K | n/a | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 49.62K | -20.9% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 48.19K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 32.83K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 29.00K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 28.01K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Ameriprise Financial Inc | 25.71K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 21.57K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 19.98K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 19.39K | Neu | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 19.22K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 12.90K | n/a | $882,257 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 12.90K | +290.9% | $881,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 12.23K | n/a | $835,892 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 9.49K | n/a | $648,900 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 6.33K | n/a | $432,627 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Jones Financial Companies Lllp | 5.79K | n/a | $395,764 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 4.89K | n/a | $334,261 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 4.86K | 0.0% | $332,552 | 0.0% | Held | 7 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 4.11K | n/a | $290,920 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 4.03K | n/a | $275,727 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 3.70K | n/a | $252,979 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (passiv) | 1.12K | 0.0% | $76,711 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 33 | Fidelity (FMR) ✦ | 1.09K | -25.4% | $74,881 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cwm, Llc | 980 | n/a | $67,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 550 | n/a | $37,598 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 312 | n/a | $21,331 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 219 | n/a | $14,973 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citigroup Inc | 200 | n/a | $13,674 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 197 | n/a | $13,469 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Citadel Advisors | $1.33M | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 111 Inhaber, 2.29M Anteile, $139.90M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
Methodik ·
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