AGD
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +21.1% ·
Aktienfluss +17.8% ·
neue Nettopositionen +17.4%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +2 | 3.20M | $38.77M | +3 | −1 |
| Q1 2026 | 23 | +4 | 2.94M | $31.73M | +4 | — |
| Q4 2025 | 19 | 0 | 2.49M | $29.08M | — | — |
| Q3 2025 | 1 | — | 193.10K | $2.57M | — | — |
| Q4 2024 | 1 | +1 | 11.62K | $113,896 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 834.14K | +55.2% | $9.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 834.14K | +55.2% | $9.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 550.91K | -18.4% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 265.14K | +4.8% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 219.10K | +5.5% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 219.10K | +5.5% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 183.90K | +21.4% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 169.35K | +6.7% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 169.35K | +6.7% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 169.35K | +6.7% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 169.35K | +6.7% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 139.10K | +6.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 123.58K | +3925.3% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 116.64K | -10.6% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 74.13K | +0.3% | $800,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 69.14K | -7.4% | $746,740 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 34.18K | +0.4% | $369,181 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 31.31K | Neu | $338,186 | 0.0% | New | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 30.27K | +2.7% | $326,889 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 28.59K | +83.1% | $312,767 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 24.73K | Neu | $267,052 | 0.0% | New | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 14.90K | Neu | $160,888 | 0.0% | New | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 13.63K | +22.7% | $147,158 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 8.36K | Neu | $90,234 | 0.0% | New | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 4.32K | +0.7% | $46,673 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cwm, Llc | 2.10K | 0.0% | $22,702 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 205 | 0.0% | $2,214 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Citigroup Inc | 6 | 0.0% | $65 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| HighTower Advisors, LLC | $338,186 | 0.0% |
| Jane Street Group, Llc | $267,052 | 0.0% |
| Susquehanna International… | $160,888 | 0.0% |
| Fifth Third Bancorp | $90,234 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 66 Inhaber, 4.74M Anteile, $43.44M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.