Effectdossier · gearchiveerd kwartaal
FXG
naam in afwachting van profielverwerking
32Gevolgde houders
+1Δ houders
1.62MGehouden aandelen
$98.25MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.2% ·
aandelenstroom -2.3% ·
netto nieuwe posities +3.1%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -1 | 1.37M | $85.94M | +2 | −3 |
| Q1 2026 | 34 | +2 | 1.38M | $88.08M | +3 | −1 |
| Q4 2025 | 32 | +1 | 1.62M | $98.25M | +1 | — |
| Q3 2025 | 7 | 0 | 600.08K | $37.61M | — | — |
| Q2 2025 | 4 | 0 | 20.72K | $1.31M | — | — |
| Q1 2025 | 2 | +1 | 29.35K | $1.92M | +1 | — |
| Q4 2024 | 1 | -1 | 28.89K | $1.85M | — | −1 |
| Q3 2024 | 2 | +1 | 16.76K | $1.15M | +1 | — |
| Q2 2024 | 1 | — | 32.94K | $2.12M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 444.09K | -13.5% | $26.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 444.09K | -13.5% | $26.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 444.09K | -13.5% | $26.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 271.31K | — | $16.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 148.28K | — | $9.00M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 148.28K | — | $9.00M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 94.84K | — | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 94.84K | — | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 85.37K | — | $5.18M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 85.37K | — | $5.18M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 85.37K | — | $5.18M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 62.43K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 62.43K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 54.98K | — | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 54.98K | — | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 52.73K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 52.72K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 52.72K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 49.48K | +62.2% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citigroup Inc | 42.24K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 33.01K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 30.33K | +24.0% | $1.84M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 28.35K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 28.35K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 25.75K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 25.64K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cetera Investment Advisers | 24.53K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 16.50K | Nieuw | $1.00M | 0.0% | New | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 16.25K | — | $985,842 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 16.25K | — | $985,842 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 14.39K | -42.9% | $873,070 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 14.39K | -42.9% | $873,070 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Creative Planning | 13.77K | — | $835,772 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 8.49K | — | $515,344 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 7.03K | — | $426,824 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 4.36K | 0.0% | $264,322 | 0.0% | Held | 4 | SEC ↗ |
| 37 | Cwm, Llc | 3.52K | — | $214,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 2.49K | — | $150,841 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 2.13K | — | $129,369 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 2.03K | — | $123,364 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 2.03K | — | $123,364 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 1.79K | -14.9% | $108,877 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | BlackRock ✦ (passief) | 274 | 0.0% | $16,626 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Assetmark, Inc | 95 | — | $5,765 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 20 | — | $1,214 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Two Sigma Investments | $1.00M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 113 houders, 1.95M aandelen, $120.51M 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: Q4 2025 ·
Methodologie ·
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