Effectdossier · gearchiveerd kwartaal
FXG
naam in afwachting van profielverwerking
34Gevolgde houders
+2Δ houders
1.38MGehouden aandelen
$88.08MGerapporteerde waarde
+3Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom -14.6% ·
netto nieuwe posities +5.9%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
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 · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 268.62K | -1.0% | $17.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 222.25K | -50.0% | $14.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 222.25K | -50.0% | $14.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 222.25K | -50.0% | $14.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 167.94K | +13.2% | $10.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 167.94K | +13.2% | $10.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 167.94K | +13.2% | $10.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 82.95K | -12.5% | $5.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 82.95K | -12.5% | $5.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 71.22K | +35.1% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 71.22K | +35.1% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 66.99K | +27.0% | $4.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 61.24K | -28.3% | $3.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 61.24K | -28.3% | $3.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 60.99K | -2.3% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 48.73K | +47.6% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citigroup Inc | 42.39K | +0.4% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 36.84K | -33.0% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 36.84K | -33.0% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 32.59K | +15.0% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 29.15K | +13.7% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 28.82K | +17.5% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 27.82K | +8.0% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 27.33K | -44.8% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 22.57K | -25.6% | $1.44M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 26 | Truist Financial Corp | 15.76K | -3.0% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 15.76K | -3.0% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 15.00K | -9.1% | $955,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 14.40K | +0.1% | $910,997 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 14.40K | +0.1% | $910,997 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Creative Planning | 11.77K | -14.5% | $750,121 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 6.93K | -1.4% | $441,960 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Gotham Asset Management ✦ | 4.36K | 0.0% | $277,564 | 0.0% | Held | 5 | SEC ↗ |
| 34 | Fifth Third Bancorp | 3.00K | Nieuw | $190,842 | 0.0% | New | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 2.66K | +6.8% | $167,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 2.09K | -1.8% | $133,429 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 2.03K | +0.1% | $129,591 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 2.03K | +0.1% | $129,591 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 1.88K | +4.7% | $119,730 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Cwm, Llc | 1.53K | -56.5% | $97,651 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | BlackRock ✦ (passief) | 1.41K | +413.1% | $89,590 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Us Bancorp \De\ | 1.00K | Nieuw | $63,847 | 0.0% | New | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 100 | Nieuw | $6,372 | 0.0% | New | 1 | SEC ↗ |
| 44 | Assetmark, Inc | 83 | -12.6% | $5,289 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 20 | 0.0% | $1,274 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fifth Third Bancorp | $190,842 | 0.0% |
| Us Bancorp \De\ | $63,847 | 0.0% |
| Blair William & Co/Il | $6,372 | 0.0% |
Verlaten
| Mml Investors Services, Llc | $515,344 | was 0.0% |
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: Q1 2026 ·
Methodologie ·
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