Effectdossier · gearchiveerd kwartaal
FXN
naam in afwachting van profielverwerking
39Gevolgde houders
+5Δ houders
39.43MGehouden aandelen
$885.66MGerapporteerde waarde
+8Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +12.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 15.98K | $374,187 | +1 | n/a |
| Q2 2026 | 35 | -2 | 8.51M | $172.24M | +4 | −7 |
| Q1 2026 | 39 | +5 | 39.43M | $885.66M | +8 | −3 |
| Q4 2025 | 34 | 0 | 6.47M | $106.23M | n/a | n/a |
| Q3 2025 | 6 | +1 | 2.32M | $37.78M | +1 | n/a |
| Q2 2025 | 2 | 0 | 20.82K | $316,018 | n/a | n/a |
| Q1 2025 | 1 | 0 | 57.81K | $955,054 | n/a | n/a |
| Q4 2024 | 1 | -1 | 190.28K | $3.11M | n/a | −1 |
| Q3 2024 | 2 | 0 | 172.27K | $2.79M | +1 | −1 |
| Q2 2024 | 2 | n/a | 281.21K | $5.12M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Trust Advisors Lp | 29.94M | Nieuw | $672.40M | 0.5% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.84M | +58.7% | $63.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 1.60M | +41.1% | $36.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 1.43M | +14.7% | $32.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 640.12K | +69.4% | $14.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 564.14K | +39.0% | $12.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | UBS Group AG | 563.28K | +46.6% | $12.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 325.29K | +131.2% | $7.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Stifel Financial Corp | 194.11K | +109.5% | $4.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 154.37K | Nieuw | $3.47M | 0.0% | New | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 113.91K | -2.6% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 112.97K | +11.9% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 111.29K | +2221.0% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 110.03K | +105.7% | $2.47M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 107.34K | +5.3% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 104.94K | -1.3% | $2.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 91.12K | +7.1% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 64.67K | +78.2% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bnp Paribas Financial Markets | 49.20K | 0.0% | $1.11M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 48.49K | +20.9% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 45.10K | +949.2% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 39.54K | Nieuw | $888,113 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 29.06K | +14.9% | $673,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 24.63K | -8.9% | $553,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Citigroup Inc | 24.61K | -1.7% | $552,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 22.21K | -2.2% | $498,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cibc World Market Inc. | 15.80K | Nieuw | $354,868 | 0.0% | New | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 13.87K | Nieuw | $311,565 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 13.64K | Nieuw | $306,354 | 0.0% | New | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 11.21K | +264.2% | $255,281 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 9.02K | -11.1% | $202,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 8.49K | +0.3% | $190,587 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 3.21K | +88.0% | $72,007 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Allspring Global Investments… | 1.16K | 0.0% | $25,477 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 877 | 0.0% | $19,699 | 0.0% | Held | 4 | SEC ↗ |
| 36 | Blair William & Co/Il | 785 | -0.1% | $17,631 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | BlackRock ✦ (passief) | 375 | Nieuw | $8,423 | 0.0% | New | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 160 | 0.0% | $3,594 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 1 | Nieuw | $22 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| First Trust Advisors Lp | $672.40M | 0.5% |
| Baird Financial Group, Inc. | $3.47M | 0.0% |
| Two Sigma Investments | $888,113 | 0.0% |
| Cibc World Market Inc. | $354,868 | 0.0% |
| Captrust Financial Advisors | $311,565 | 0.0% |
| Fifth Third Bancorp | $306,354 | 0.0% |
| BlackRock | $8,423 | 0.0% |
| Qube Research & Technologies… | $22 | 0.0% |
Verlaten
| Susquehanna International… | $545,783 | was 0.0% |
| D. E. Shaw & Co. | $248,252 | was 0.0% |
| Corient Private Wealth LP | $24,707 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 140 houders, 45.37M aandelen, $1.01B 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 het vaakst nog meer 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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