FXD
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs -7.7% ·
flux d'actions -14.2% ·
nouvelles positions nettes -8.3%
· formule
Distribution large : baisse des positions et réduction du nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 504.58K | +18.0% | $32.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 397.47K | -20.9% | $25.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 167.87K | -28.9% | $10.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 138.85K | -19.1% | $8.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 125.88K | -5.2% | $8.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Stifel Financial Corp | 80.09K | -17.7% | $5.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 55.36K | +11.6% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 47.39K | -1.7% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 40.63K | -19.1% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 35.33K | +7.6% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Susquehanna International Group, Llp | 30.77K | -41.6% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 25.93K | +33.8% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 25.84K | +0.5% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 21.13K | -2.0% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 19.98K | 0.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citigroup Inc | 19.75K | +9776.5% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 18.18K | -5.5% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 17.25K | -38.4% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | JPMorgan Chase ✦ | 14.30K | -76.6% | $887,474 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | Qube Research & Technologies Ltd | 11.61K | -5.0% | $743,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 10.79K | -16.4% | $691,025 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 8.72K | -8.1% | $558,382 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 6.05K | -4.4% | $387,158 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Jones Financial Companies Lllp | 6.17K | +6.6% | $385,905 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 4.86K | 0.0% | $311,393 | 0.0% | Held | 8 | SEC ↗ |
| 26 | Creative Planning | 4.84K | -1.0% | $309,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 4.10K | +10.8% | $262,367 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 2.27K | Nouveau | $145,069 | 0.0% | New | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 1.33K | +508.2% | $85,274 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Northwestern Mutual Wealth… | 1.21K | +288.5% | $77,592 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passif) | 1.12K | 0.0% | $71,830 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 32 | Fidelity (FMR) ✦ | 1.03K | -5.7% | $66,145 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Franklin Resources Inc | 950 | Nouveau | $60,819 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cwm, Llc | 887 | -9.5% | $56,786 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 550 | 0.0% | $35,150 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 197 | 0.0% | $12,612 | 0.0% | Held | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Fifth Third Bancorp | $145,069 | 0.0% |
| Franklin Resources Inc | $60,819 | 0.0% |
Sorti(e)
| Bnp Paribas Financial Markets | $3.42M | était 0.0% |
| Jane Street Group, Llc | $1.98M | était 0.0% |
| Two Sigma Investments | $881,973 | était 0.0% |
| Wealth Enhancement Advisory… | $290,920 | était 0.0% |
| Mariner, LLC | $275,727 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 111 détenteurs, 2.29M actions, $139.90M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs : nombre de co-détentions, sans relation fondamentale sous-jacente.