Wertpapierdatensatz · archiviertes Quartal
ADX
Name ausstehend, Profil-Einspeisung läuft
41Erfasste Halter
0Δ Inhaber
11.37MGehaltene Aktien
$265.21MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -4.3% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | -2 | 10.30M | $263.31M | +2 | −5 |
| Q1 2026 | 45 | +4 | 10.81M | $236.69M | +4 | n/a |
| Q4 2025 | 41 | 0 | 11.37M | $265.21M | n/a | n/a |
| Q3 2025 | 2 | -1 | 2.39M | $53.30M | n/a | −1 |
| Q2 2025 | 1 | +1 | 12.15K | $263,798 | +1 | n/a |
| Q4 2024 | 1 | 0 | 16.26K | $328,533 | n/a | n/a |
| Q3 2024 | 1 | 0 | 80.90K | $1.74M | n/a | n/a |
| Q2 2024 | 1 | n/a | 76.76K | $1.65M | n/a | n/a |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 3.59M | n/a | $83.72M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.86M | -21.4% | $43.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 1.35M | n/a | $31.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 935.88K | n/a | $21.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wealth Enhancement Advisory… | 430.95K | n/a | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 432.56K | n/a | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 403.43K | n/a | $9.41M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Allspring Global Investments… | 400.72K | n/a | $9.34M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 281.29K | n/a | $6.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 220.72K | n/a | $5.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 181.54K | n/a | $4.23M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Cetera Investment Advisers | 150.52K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 128.46K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 120.91K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 115.68K | n/a | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 97.60K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 74.53K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 72.29K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | HighTower Advisors, LLC | 64.92K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 63.84K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Lido Advisors, LLC | 48.24K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 45.56K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Invesco Ltd. | 39.31K | n/a | $916,779 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 37.59K | n/a | $876,692 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 32.76K | n/a | $764,030 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cerity Partners LLC | 29.36K | n/a | $684,584 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Jane Street Group, Llc | 27.27K | n/a | $635,866 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Pnc Financial Services Group, Inc. | 24.00K | n/a | $559,681 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Northwestern Mutual Wealth… | 21.80K | n/a | $508,483 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 15.89K | n/a | $370,541 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 14.34K | -45.6% | $334,386 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Truist Financial Corp | 12.97K | n/a | $302,482 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Bank Of Montreal /Can/ | 11.89K | n/a | $277,182 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Creative Planning | 11.69K | n/a | $272,634 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 11.05K | n/a | $258,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 10.41K | n/a | $242,878 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 7.91K | n/a | $184,485 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 436 | n/a | $10,168 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 324 | n/a | $7,556 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 62 | n/a | $1,446 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 5 | n/a | $117 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 197 Inhaber, 20.68M Anteile, $420.58M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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