AGGY
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -1.5% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 5.86K | $242,318 | +1 | n/a |
| Q2 2026 | 32 | +4 | 9.86M | $428.93M | +5 | −2 |
| Q1 2026 | 30 | -1 | 9.78M | $425.04M | +4 | −5 |
| Q4 2025 | 31 | 0 | 9.47M | $417.08M | n/a | n/a |
| Q3 2025 | 4 | 0 | 492.78K | $21.82M | n/a | n/a |
| Q2 2025 | 2 | 0 | 33.97K | $1.48M | n/a | n/a |
| Q1 2025 | 1 | 0 | 81.07K | $3.52M | n/a | n/a |
| Q4 2024 | 1 | 0 | 71.01K | $3.05M | n/a | n/a |
| Q3 2024 | 1 | +1 | 67.47K | $3.02M | +1 | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.33M | n/a | $102.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.48M | n/a | $65.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 1.31M | n/a | $57.80M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 1.24M | n/a | $54.50M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 709.75K | n/a | $31.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 540.51K | n/a | $23.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 284.13K | n/a | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 256.92K | n/a | $11.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 240.18K | +1.8% | $10.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 151.53K | n/a | $6.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 136.65K | n/a | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 130.35K | n/a | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 125.42K | n/a | $5.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 106.38K | -53.0% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Osaic Holdings, Inc. | 79.42K | n/a | $3.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Captrust Financial Advisors | 79.13K | n/a | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 73.90K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Corient Private Wealth LP | 63.22K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Envestnet Asset Management Inc | 62.58K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 20.14K | n/a | $887,279 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 17.10K | n/a | $753,243 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 12.57K | n/a | $553,585 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Commonwealth Equity Services, Llc | 6.35K | n/a | $279,914 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 5.29K | -82.5% | $233,068 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 3.72K | n/a | $164,505 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 3.58K | n/a | $157,611 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 2.25K | n/a | $99,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 1.06K | n/a | $46,752 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 431 | n/a | $18,986 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 162 | n/a | $7,137 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 96 | -9.4% | $4,237 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
„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): 162 Inhaber, 16.90M Anteile, $731.71M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.