Wertpapierdatensatz · archiviertes Quartal
AOA
Name ausstehend – Profil wird eingelesen
41Erfasste Halter
-2Δ Inhaber
2.50MGehaltene Aktien
$224.03MGemeldeter Wert
+0Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.7% ·
Aktienfluss -2.6% ·
neue Nettopositionen -4.9%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +2 | 2.42M | $236.04M | +3 | −1 |
| Q1 2026 | 44 | +3 | 2.39M | $211.03M | +4 | −1 |
| Q4 2025 | 41 | -2 | 2.50M | $224.03M | — | −2 |
| Q3 2025 | 5 | +1 | 268.36K | $23.65M | +2 | −1 |
| Q2 2025 | 2 | 0 | 11.19K | $933,079 | — | — |
| Q1 2025 | 1 | 0 | 3.10K | $237,150 | — | — |
| Q4 2024 | 1 | -1 | 6.80K | $520,948 | — | −1 |
| Q3 2024 | 2 | 0 | 15.56K | $1.23M | — | — |
| Q2 2024 | 2 | — | 30.98K | $2.32M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 553.82K | — | $49.60M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 266.42K | — | $23.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 246.39K | — | $22.07M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 246.39K | — | $22.07M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Assetmark, Inc | 239.82K | — | $21.48M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 148.59K | — | $13.31M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 148.59K | — | $13.31M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 148.59K | — | $13.31M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 148.59K | — | $13.31M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 140.83K | — | $12.61M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 140.83K | — | $12.61M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 140.00K | +10.5% | $12.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 140.00K | +10.5% | $12.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 125.63K | — | $11.25M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 125.63K | — | $11.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 125.63K | — | $11.25M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 125.63K | — | $11.25M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 72.30K | — | $6.47M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 68.76K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 68.76K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 68.76K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 63.71K | — | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 52.02K | -56.2% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 52.02K | -56.2% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 52.02K | -56.2% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 52.02K | -56.2% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 52.02K | -56.2% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 47.00K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 47.00K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 42.17K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Corient Private Wealth LP | 42.69K | — | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Corient Private Wealth LP | 42.69K | — | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Corient Private Wealth LP | 42.69K | — | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 30.77K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cerity Partners LLC | 30.77K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 28.93K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 28.93K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 28.93K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Creative Planning | 28.54K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Creative Planning | 28.54K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Captrust Financial Advisors | 23.84K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 20.34K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 20.08K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mariner, LLC | 18.21K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Focus Partners Wealth | 11.64K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Lido Advisors, LLC | 9.94K | — | $876,446 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 9.06K | +24.1% | $811,602 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 7.35K | — | $658,079 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Envestnet Asset Management Inc | 7.34K | — | $657,165 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Mml Investors Services, Llc | 5.11K | — | $457,779 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Northwestern Mutual Wealth… | 4.75K | — | $425,054 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Truist Financial Corp | 4.13K | — | $369,593 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 3.58K | — | $320,868 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Cwm, Llc | 3.48K | — | $312,000 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Blair William & Co/Il | 3.13K | — | $280,401 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 2.57K | — | $229,835 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Fifth Third Bancorp | 2.19K | — | $196,495 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 2.02K | — | $181,055 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 2.02K | — | $181,055 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 1.27K | — | $113,562 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Us Bancorp \De\ | 1.27K | — | $113,562 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Citigroup Inc | 1.10K | — | $98,516 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 644 | — | $57,652 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 644 | — | $57,652 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | TD Waterhouse Canada Inc. | 532 | — | $47,577 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 209 | — | $18,718 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| AQR Capital Management | $700,184 | war 0.0% |
| Citadel Advisors | $664,223 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 402 Inhaber, 9.29M Anteile, $603.70M 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: Q4 2025 ·
Methodik ·
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