Wertpapierdatensatz · archiviertes Quartal
FYX
Name ausstehend – Profil wird eingelesen
40Erfasste Halter
+5Δ Inhaber
4.43MGehaltene Aktien
$528.91MGemeldeter Wert
+5Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +14.3% ·
Aktienfluss +10.9% ·
neue Nettopositionen +12.5%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
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 · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 708.40K | +17.2% | $84.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 708.40K | +17.2% | $84.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 708.40K | +17.2% | $84.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 652.81K | -2.2% | $77.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 652.81K | -2.2% | $77.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 652.81K | -2.2% | $77.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 652.81K | -2.2% | $77.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 612.05K | +4.9% | $73.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 544.36K | -0.8% | $64.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 544.36K | -0.8% | $64.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 413.85K | +52.8% | $49.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 413.85K | +52.8% | $49.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 413.85K | +52.8% | $49.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 371.54K | 0.0% | $44.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 371.54K | 0.0% | $44.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 304.62K | +20.9% | $36.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 304.62K | +20.9% | $36.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 128.91K | -1.7% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 116.88K | +13.1% | $13.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 65.76K | -1.3% | $7.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 44.37K | +3.5% | $5.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 44.37K | +3.5% | $5.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 39.03K | +20.8% | $4.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 39.44K | +5.2% | $4.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 39.44K | +5.2% | $4.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 39.44K | +5.2% | $4.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 39.44K | +5.2% | $4.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 39.44K | +5.2% | $4.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 37.73K | -1.2% | $4.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 36.85K | +1.3% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 31.93K | +4.9% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 30.99K | -11.1% | $3.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 29.58K | +199.0% | $3.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 27.44K | +60.9% | $3.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cwm, Llc | 25.84K | -4.0% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 25.31K | +35.5% | $2.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jane Street Group, Llc | 22.46K | Neu | $2.68M | 0.0% | New | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 22.00K | Neu | $2.63M | 0.0% | New | 1 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 20.67K | Neu | $2.47M | 0.0% | New | 1 | SEC ↗ |
| 40 | Truist Financial Corp | 12.21K | +12.3% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 12.15K | +0.8% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 9.52K | +15.9% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 9.52K | +15.9% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mariner, LLC | 8.95K | +43.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Mariner, LLC | 8.95K | +43.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 8.92K | -0.2% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Two Sigma Investments ✦ | 5.60K | Neu | $668,386 | 0.0% | New | 1 | SEC ↗ |
| 48 | Captrust Financial Advisors | 5.18K | +0.1% | $617,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Corient Private Wealth LP | 4.57K | -50.0% | $545,810 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Creative Planning | 4.50K | 0.0% | $537,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 4.16K | -6.0% | $496,157 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 1.41K | +20.9% | $168,271 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | BlackRock ✦ (passiv) | 1.02K | 0.0% | $121,742 | 0.0% | Held | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 975 | Neu | $116,371 | 0.0% | New | 1 | SEC ↗ |
| 55 | Blair William & Co/Il | 324 | +8.0% | $38,671 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 93 | 0.0% | $11,100 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 4 | -75.0% | $510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Jane Street Group, Llc | $2.68M | 0.0% |
| Fifth Third Bancorp | $2.63M | 0.0% |
| Mercer Global Advisors Inc… | $2.47M | 0.0% |
| Two Sigma Investments | $668,386 | 0.0% |
| UBS AM, a distinct business… | $116,371 | 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: Q1 2026 ·
Methodik ·
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