Wertpapierdatensatz · archiviertes Quartal
AOD
Name ausstehend, Profil-Einspeisung läuft
38Erfasste Halter
+4Δ Inhaber
19.30MGehaltene Aktien
$177.79MGemeldeter Wert
+4Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +11.8% ·
Aktienfluss -7.8% ·
neue Nettopositionen +10.5%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 76.31K | $762,366 | n/a | n/a |
| Q2 2026 | 34 | -2 | 17.85M | $184.00M | +1 | −4 |
| Q1 2026 | 38 | +4 | 19.30M | $177.79M | +4 | n/a |
| Q4 2025 | 34 | 0 | 20.92M | $203.97M | n/a | n/a |
| Q3 2025 | 1 | n/a | 11.35M | $107.33M | n/a | n/a |
| Q1 2025 | 1 | +1 | 10.14K | $85,117 | +1 | n/a |
| Q3 2024 | 1 | +1 | 102.22K | $930,248 | +1 | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.76M | -8.1% | $89.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 3.04M | +6.6% | $28.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 1.07M | -18.4% | $9.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 995.66K | +48.3% | $9.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Allspring Global Investments… | 971.41K | -53.4% | $8.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 588.53K | +19.1% | $5.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 507.80K | -21.3% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 373.97K | -6.1% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 284.03K | +9.3% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 224.46K | -34.1% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 225.53K | -2.1% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 203.71K | +5.6% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 193.67K | -8.2% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Mariner, LLC | 174.46K | -3.0% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Jane Street Group, Llc | 100.67K | +56.2% | $927,153 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Lido Advisors, LLC | 73.24K | +12.0% | $674,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 69.91K | +54.5% | $643,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 66.57K | +293.8% | $613,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 61.54K | +0.5% | $576,004 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 39.99K | +4.2% | $424,331 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 42.41K | +175.9% | $390,551 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 38.17K | Neu | $351,527 | 0.0% | New | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 35.87K | +98.3% | $330,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 35.81K | +216.7% | $329,837 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cwm, Llc | 26.41K | +179.7% | $243,245 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Invesco Ltd. | 19.62K | -25.2% | $180,682 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 14.09K | +6.6% | $129,796 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Creative Planning | 13.80K | +30.4% | $127,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 13.26K | -6.4% | $122,143 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Northwestern Mutual Wealth… | 11.04K | +4.8% | $101,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passiv) | 7.29K | Neu | $67,168 | 0.0% | New | 1 | SEC ↗ ×2 |
| 32 | Fifth Third Bancorp | 3.07K | Neu | $28,265 | 0.0% | New | 1 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 1.61K | 0.0% | $14,837 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Citigroup Inc | 1.12K | 0.0% | $10,315 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Assetmark, Inc | 992 | -6.2% | $9,136 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 760 | 0.0% | $7,000 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 531 | Neu | $4,678 | 0.0% | New | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 458 | -73.9% | $4,218 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Susquehanna International… | $351,527 | 0.0% |
| BlackRock | $67,168 | 0.0% |
| Fifth Third Bancorp | $28,265 | 0.0% |
| Jones Financial Companies Lllp | $4,678 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 160 Inhaber, 29.96M Anteile, $245.89M 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: Q1 2026 ·
Methodik ·
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