Effectdossier · gearchiveerd kwartaal
FXR
naam in afwachting van profielverwerking
39Gevolgde houders
0Δ houders
5.36MGehouden aandelen
$428.14MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -4.6% · netto nieuwe posities 0.0% · formule
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.93K | $407,425 | n/a | n/a |
| Q2 2026 | 38 | -1 | 4.23M | $385.52M | +3 | −4 |
| Q1 2026 | 40 | +1 | 4.24M | $346.31M | +4 | −3 |
| Q4 2025 | 39 | 0 | 5.36M | $428.14M | +1 | −1 |
| Q3 2025 | 5 | -1 | 1.50M | $117.20M | n/a | −1 |
| Q2 2025 | 3 | 0 | 45.48K | $3.38M | n/a | n/a |
| Q1 2025 | 1 | 0 | 9.83K | $684,561 | n/a | n/a |
| Q4 2024 | 1 | -2 | 9.32K | $697,454 | n/a | −2 |
| Q3 2024 | 3 | +1 | 25.65K | $1.94M | +1 | n/a |
| Q2 2024 | 2 | n/a | 10.02K | $681,825 | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.42M | n/a | $113.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 1.21M | -18.5% | $96.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 605.17K | n/a | $48.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 494.18K | n/a | $39.47M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 363.57K | n/a | $29.04M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | UBS Group AG | 300.07K | n/a | $23.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Truist Financial Corp | 163.94K | n/a | $13.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 137.16K | n/a | $10.96M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 9 | Baird Financial Group, Inc. | 104.08K | n/a | $8.31M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 102.97K | n/a | $8.22M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 65.33K | n/a | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 58.59K | n/a | $4.68M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 45.34K | n/a | $3.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 37.52K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Cwm, Llc | 33.63K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 32.93K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 32.32K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 24.46K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 23.87K | Nieuw | $1.91M | 0.0% | New | 1 | SEC ↗ |
| 20 | Qube Research & Technologies Ltd | 19.01K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 17.23K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 13.20K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealthfront Advisers LLC | 11.89K | n/a | $949,894 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 8.61K | -36.6% | $687,589 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Wealth Enhancement Advisory… | 6.84K | n/a | $577,034 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 3.73K | +17.5% | $297,682 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 3.71K | n/a | $296,477 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 3.47K | n/a | $277,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 3.33K | n/a | $265,823 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Focus Partners Wealth | 3.29K | n/a | $262,533 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 3.29K | n/a | $262,387 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 3.27K | n/a | $261,494 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Captrust Financial Advisors | 2.68K | n/a | $213,892 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 1.30K | n/a | $103,620 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 1.17K | n/a | $93,608 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | BlackRock ✦ (passief) | 1.01K | 0.0% | $81,068 | 0.0% | Held | 3 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 710 | n/a | $56,708 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 242 | n/a | $19,329 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 48 | n/a | $3,834 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $1.91M | 0.0% |
Verlaten
| Goldman Sachs Group | $241,986 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 163 houders, 5.83M aandelen, $457.44M 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: Q4 2025 ·
Methodologie ·
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