XFIV
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang +27.3% ·
aliran saham -0.5% ·
posisi baru bersih +20.0%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | +3 | 1.67M | $81.30M | +5 | −2 |
| Q1 2026 | 12 | +2 | 1.71M | $84.07M | +2 | — |
| Q4 2025 | 10 | 0 | 1.40M | $69.46M | — | — |
| Q3 2025 | 3 | 0 | 17.33K | $858,338 | — | — |
| Q2 2025 | 2 | 0 | 4.96K | $244,937 | — | — |
| Q1 2025 | 1 | +1 | 4.91K | $241,032 | +1 | — |
| Q3 2024 | 1 | 0 | 10.92K | $545,962 | — | — |
| Q2 2024 | 1 | — | 8.39K | $404,891 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 929.87K | -4.3% | $45.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 929.87K | -4.3% | $45.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 344.36K | -18.2% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 344.36K | -18.2% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 302.72K | +30.7% | $14.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 38.05K | Baru | $1.84M | 0.0% | New | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 24.61K | +1.9% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 9.81K | Baru | $477,553 | 0.0% | New | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 9.81K | Baru | $477,553 | 0.0% | New | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 8.57K | +7.2% | $417,320 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 4.86K | Baru | $236,682 | 0.0% | New | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 4.22K | Baru | $205,625 | 0.0% | New | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 4.22K | Baru | $205,625 | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS Group AG | 1.26K | -17.8% | $61,337 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 1.18K | -2.5% | $57,345 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 679 | +485.3% | $33,069 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 679 | +485.3% | $33,069 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 71 | -94.0% | $3,458 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Royal Bank Of Canada | 62 | Baru | $3,000 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Wealth Enhancement Advisory… | $1.84M | 0.0% |
| Bank of New York Mellon Corp | $477,553 | 0.0% |
| Bank of New York Mellon Corp | $477,553 | 0.0% |
| Goldman Sachs Group | $236,682 | 0.0% |
| Raymond James Financial Inc | $205,625 | 0.0% |
| Raymond James Financial Inc | $205,625 | 0.0% |
| Royal Bank Of Canada | $3,000 | 0.0% |
Telah keluar
| Citadel Advisors | $901,152 | adalah 0.0% |
| Osaic Holdings, Inc. | $9,832 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 44 pemegang, 7.94M saham, $322.30M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.