Wertpapierdatensatz · archiviertes Quartal
FYX
Name ausstehend – Profil wird eingelesen
35Erfasste Halter
+1Δ Inhaber
4.00MGehaltene Aktien
$452.35MGemeldeter Wert
+1Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.9% ·
Aktienfluss 0.0% ·
neue Nettopositionen +2.9%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +1 | 4.87M | $702.40M | +2 | −1 |
| Q1 2026 | 40 | +5 | 4.43M | $528.91M | +5 | — |
| Q4 2025 | 35 | +1 | 4.00M | $452.35M | +1 | — |
| Q3 2025 | 5 | -1 | 722.58K | $78.75M | — | −1 |
| Q2 2025 | 3 | 0 | 20.53K | $2.00M | — | — |
| Q1 2025 | 2 | +1 | 57.77K | $5.20M | +1 | — |
| Q4 2024 | 1 | 0 | 8.90K | $899,434 | +1 | −1 |
| Q3 2024 | 1 | -1 | 5.04K | $501,631 | — | −1 |
| Q2 2024 | 2 | — | 22.92K | $2.07M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 667.39K | +6.8% | $75.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 667.39K | +6.8% | $75.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 667.39K | +6.8% | $75.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 667.39K | +6.8% | $75.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 604.48K | — | $68.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 604.48K | — | $68.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 604.48K | — | $68.39M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 583.24K | — | $65.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 548.73K | — | $62.08M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 548.73K | — | $62.08M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 548.73K | — | $62.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 371.49K | — | $42.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 371.49K | — | $42.03M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 371.49K | — | $42.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 270.90K | — | $30.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 270.90K | — | $30.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 270.90K | — | $30.65M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 252.07K | — | $28.52M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 131.20K | — | $14.84M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 103.30K | — | $11.69M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 66.64K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 42.86K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 42.86K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 38.19K | — | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 37.51K | -56.7% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 37.51K | -56.7% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 37.51K | -56.7% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 37.51K | -56.7% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 36.39K | — | $4.12M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 34.84K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 34.84K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 32.30K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 30.42K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 26.92K | — | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 18.68K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 17.05K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 12.06K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 12.06K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Truist Financial Corp | 10.87K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 9.89K | +61.0% | $1.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Corient Private Wealth LP | 9.15K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Corient Private Wealth LP | 9.15K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 8.93K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 8.22K | — | $929,570 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Us Bancorp \De\ | 8.22K | — | $929,570 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Mariner, LLC | 6.25K | — | $707,495 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mariner, LLC | 6.25K | — | $707,495 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Captrust Financial Advisors | 5.17K | — | $585,033 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Creative Planning | 4.50K | — | $509,454 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 4.42K | 0.0% | $500,537 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 1.17K | +100.7% | $131,889 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | BlackRock ✦ (passiv) | 1.02K | Neu | $115,404 | 0.0% | New | 1 | SEC ↗ |
| 53 | Blair William & Co/Il | 300 | — | $33,942 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 93 | — | $10,522 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 16 | — | $1,810 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| BlackRock | $115,404 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 179 Inhaber, 6.09M Anteile, $686.31M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
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