Effectdossier · gearchiveerd kwartaal
FXZ
naam in afwachting van profielverwerking
32Gevolgde houders
-1Δ houders
1.63MGehouden aandelen
$105.96MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.0% ·
aandelenstroom -1.2% ·
netto nieuwe posities -3.1%
— formule
Brede distributie — dalende aandelen en minder houders
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 | 33 | 0 | 2.73M | $216.87M | +1 | −1 |
| Q1 2026 | 34 | +2 | 2.38M | $181.08M | +2 | — |
| Q4 2025 | 32 | -1 | 1.63M | $105.96M | — | −1 |
| Q3 2025 | 6 | 0 | 260.45K | $16.04M | — | — |
| Q2 2025 | 3 | -1 | 9.21K | $524,681 | — | −1 |
| Q1 2025 | 2 | -1 | 62.18K | $3.45M | — | −1 |
| Q4 2024 | 3 | 0 | 61.32K | $3.48M | — | — |
| Q3 2024 | 3 | +1 | 57.96K | $3.89M | +1 | — |
| Q2 2024 | 2 | — | 42.66K | $2.77M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 342.59K | — | $22.21M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 342.59K | — | $22.21M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 191.86K | — | $12.44M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 176.06K | -0.4% | $11.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 176.06K | -0.4% | $11.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 176.06K | -0.4% | $11.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 107.58K | — | $6.97M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 102.02K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 102.02K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 83.27K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 83.27K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 73.99K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 66.70K | — | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 63.25K | -18.8% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 57.59K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 55.24K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 55.24K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 55.24K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 55.24K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 46.10K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 46.10K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 45.44K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 41.93K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 41.93K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 41.93K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 31.52K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 31.52K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 26.15K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 17.39K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 17.39K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 13.78K | — | $892,978 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 8.79K | — | $569,713 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 6.55K | — | $424,914 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 6.39K | — | $413,991 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 3.35K | — | $216,835 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 3.35K | — | $216,835 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 3.04K | — | $197,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 2.00K | — | $129,646 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | BlackRock ✦ (passief) | 889 | 0.0% | $57,628 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 349 | — | $22,623 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 175 | — | $11,318 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 75 | 0.0% | $4,862 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 43 | — | $2,787 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 32 | — | $2,105 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 0 | — | $39 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $302,961 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 112 houders, 3.18M aandelen, $234.03M 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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