Effectdossier · gearchiveerd kwartaal
FXZ
naam in afwachting van profielverwerking
34Gevolgde houders
+2Δ houders
2.38MGehouden aandelen
$181.08MGerapporteerde waarde
+2Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom +30.0% ·
netto nieuwe posities +5.9%
— 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 |
|---|---|---|---|---|---|---|
| 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 · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 451.99K | +31.9% | $34.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 451.99K | +31.9% | $34.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 385.16K | +277.6% | $29.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 385.16K | +277.6% | $29.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 306.94K | +60.0% | $23.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 261.88K | +48.8% | $19.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 261.88K | +48.8% | $19.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 261.88K | +48.8% | $19.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 261.88K | +48.8% | $19.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 133.09K | +140.9% | $10.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 104.07K | -3.3% | $7.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 94.91K | +14.0% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 78.81K | +18.1% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 75.55K | +63.9% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 75.55K | +63.9% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 70.14K | +27.0% | $5.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 70.14K | +27.0% | $5.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 57.51K | +37.1% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 57.51K | +37.1% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 57.51K | +37.1% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 56.87K | -1.2% | $4.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 50.00K | -20.9% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 42.52K | +34.9% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 41.08K | -44.5% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 39.11K | +124.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 39.11K | +124.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 36.29K | -20.1% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 26.29K | +0.5% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 12.67K | Nieuw | $965,352 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 11.01K | +72.4% | $811,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Creative Planning | 8.81K | +0.2% | $671,410 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 7.96K | -42.2% | $606,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 6.58K | +0.5% | $501,843 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 5.62K | — | $415,593 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 5.62K | — | $415,593 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 3.35K | +0.2% | $255,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cwm, Llc | 2.90K | -4.9% | $220,716 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 2.86K | +43.0% | $217,884 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | BlackRock ✦ (passief) | 889 | 0.0% | $67,751 | 0.0% | Held | 4 | SEC ↗ |
| 40 | Franklin Resources Inc | 750 | Nieuw | $57,158 | 0.0% | New | 1 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 292 | -16.3% | $22,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 136 | -22.3% | $10,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 75 | 0.0% | $5,716 | 0.0% | Held | 4 | SEC ↗ |
| 44 | Assetmark, Inc | 43 | 0.0% | $3,277 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 13 | -59.4% | $991 | 0.0% | ▼ Trim | 2 | 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 | $965,352 | 0.0% |
| Franklin Resources Inc | $57,158 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
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: Q1 2026 ·
Methodologie ·
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