Wertpapierdatensatz · archiviertes Quartal
AOK
Name ausstehend – Profil wird eingelesen
32Erfasste Halter
-1Δ Inhaber
2.95MGehaltene Aktien
$118.29MGemeldeter Wert
+0Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.0% ·
Aktienfluss -1.5% ·
neue Nettopositionen -3.1%
— 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 | 35 | +3 | 2.40M | $99.75M | +3 | — |
| Q1 2026 | 33 | +1 | 2.30M | $91.59M | +3 | −2 |
| Q4 2025 | 32 | -1 | 2.95M | $118.29M | — | −1 |
| Q3 2025 | 5 | 0 | 615.73K | $24.73M | — | — |
| Q2 2025 | 3 | 0 | 324.82K | $12.69M | +1 | −1 |
| Q1 2025 | 1 | +1 | 2.10K | $791,000 | +1 | — |
| Q3 2024 | 1 | 0 | 35.55K | $1.37M | — | — |
| Q2 2024 | 1 | — | 38.72K | $1.43M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 646.96K | — | $25.96M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 398.25K | — | $15.98M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 398.25K | — | $15.98M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 318.82K | -0.2% | $12.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 241.15K | +22.1% | $9.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 241.15K | +22.1% | $9.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 241.15K | +22.1% | $9.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 197.77K | — | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 182.72K | — | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 182.72K | — | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 182.72K | — | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 157.70K | — | $6.33M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 157.70K | — | $6.33M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 157.70K | — | $6.33M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Lido Advisors, LLC | 156.72K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 98.10K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 95.39K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 95.39K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Corient Private Wealth LP | 70.01K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 70.01K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 58.29K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 58.29K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 40.41K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 40.41K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 39.65K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 39.65K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 39.34K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 39.34K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 39.34K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 38.92K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 38.59K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 38.59K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 37.29K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS Group AG | 28.71K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 8.97K | — | $359,812 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 8.65K | — | $347,209 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 8.21K | — | $329,347 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 6.78K | — | $274,902 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 6.06K | +11.4% | $243,235 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 5.66K | — | $227,182 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Hrt Financial Lp | 5.22K | — | $209,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 4.49K | -94.5% | $180,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 4.49K | -94.5% | $180,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 4.49K | -94.5% | $180,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 3.78K | — | $152,147 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 3.67K | — | $147,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 648 | — | $25,991 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 503 | — | $20,185 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bnp Paribas Financial Markets | 30 | — | $1,204 | 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
| Citadel Advisors | $473,527 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 163 Inhaber, 5.38M Anteile, $210.08M 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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