Effectdossier · gearchiveerd kwartaal
FXD
naam in afwachting van profielverwerking
38Gevolgde houders
+3Δ houders
1.81MGehouden aandelen
$125.35MGerapporteerde waarde
+3Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.6% ·
aandelenstroom -2.2% ·
netto nieuwe posities +7.9%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +3 | 1.81M | $125.35M | +3 | — |
| Q1 2026 | 36 | -3 | 1.85M | $118.61M | +2 | −5 |
| Q4 2025 | 39 | +1 | 2.16M | $147.77M | +1 | — |
| Q3 2025 | 7 | 0 | 718.71K | $49.03M | +1 | −1 |
| Q2 2025 | 4 | -1 | 48.84K | $3.10M | — | −1 |
| Q1 2025 | 3 | +1 | 420.39K | $24.34M | +1 | — |
| Q4 2024 | 2 | 0 | 14.96K | $966,736 | — | — |
| Q3 2024 | 2 | 0 | 62.91K | $3.98M | — | — |
| Q2 2024 | 2 | — | 7.50K | $449,146 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 497.60K | -1.4% | $34.42M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 497.60K | -1.4% | $34.42M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 497.60K | -1.4% | $34.42M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 497.60K | -1.4% | $34.42M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 389.95K | -1.9% | $26.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 389.95K | -1.9% | $26.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 389.95K | -1.9% | $26.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 146.91K | -12.5% | $10.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 146.91K | -12.5% | $10.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 140.47K | +1.2% | $9.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 119.28K | -5.2% | $8.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 119.28K | -5.2% | $8.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 74.41K | -7.1% | $5.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 53.74K | -2.9% | $3.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Bnp Paribas Financial Markets | 50.00K | Nieuw | $3.46M | 0.0% | New | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 47.02K | -0.8% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 33.22K | +8.0% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 33.22K | +8.0% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 32.78K | -19.3% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 32.78K | -19.3% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 32.78K | -19.3% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 25.47K | -1.4% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 24.46K | -30.8% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 24.46K | -30.8% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 24.46K | -30.8% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 20.67K | -2.2% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 17.18K | -5.5% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 16.87K | -2.2% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 16.87K | -2.2% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Cetera Investment Advisers | 15.62K | -21.8% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 13.71K | -4.1% | $953,266 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 13.71K | -4.1% | $953,266 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 13.71K | -4.1% | $953,266 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 13.71K | -4.1% | $953,266 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 13.03K | -49.7% | $901,520 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Citigroup Inc | 11.79K | -40.3% | $815,338 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 10.57K | -2.1% | $731,114 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 8.07K | -7.5% | $557,899 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 7.02K | +13.9% | $493,466 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Jane Street Group, Llc | 6.07K | Nieuw | $419,497 | 0.0% | New | 1 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 5.92K | -49.0% | $409,329 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | D. E. Shaw & Co. ✦ | 4.86K | 0.0% | $336,427 | 0.0% | Held | 9 | SEC ↗ |
| 43 | Creative Planning | 4.72K | -2.5% | $326,606 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 4.06K | -0.8% | $281,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | BlackRock ✦ (passief) | 3.79K | +238.0% | $262,280 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | BlackRock ✦ (passief) | 3.79K | +238.0% | $262,280 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 3.74K | -38.1% | $258,769 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 3.74K | -38.1% | $258,769 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Hrt Financial Lp | 2.95K | Nieuw | $204,000 | 0.0% | New | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 1.83K | -19.4% | $126,299 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Northwestern Mutual Wealth… | 1.34K | +11.0% | $93,029 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 1.10K | +6.8% | $76,304 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 53 | Franklin Resources Inc | 950 | 0.0% | $65,708 | 0.0% | Held | 2 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 550 | 0.0% | $38,027 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Us Bancorp \De\ | 219 | -83.6% | $15,148 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 171 | -13.2% | $11,828 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Bnp Paribas Financial Markets | $3.46M | 0.0% |
| Jane Street Group, Llc | $419,497 | 0.0% |
| Hrt Financial Lp | $204,000 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 111 houders, 2.29M aandelen, $139.90M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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