Catatan efek · kuartal yang diarsipkan
FXD
nama menunggu ingest profil
36Pemegang yang dilacak
-3Δ pemegang
1.85MSaham yang dipegang
$118.61MNilai yang dilaporkan
+2Posisi baru
−5Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -7.7% ·
aliran saham -14.2% ·
posisi baru bersih -8.3%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 ✦ (pasif) | 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 | Baru | $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 ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fifth Third Bancorp | $145,069 | 0.0% |
| Franklin Resources Inc | $60,819 | 0.0% |
Telah keluar
| Bnp Paribas Financial Markets | $3.42M | adalah 0.0% |
| Jane Street Group, Llc | $1.98M | adalah 0.0% |
| Two Sigma Investments | $881,973 | adalah 0.0% |
| Wealth Enhancement Advisory… | $290,920 | adalah 0.0% |
| Mariner, LLC | $275,727 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 111 pemegang, 2.29M saham, $139.90M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API