BALI
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.2% ·
Aktienfluss +15.9% ·
neue Nettopositionen +4.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.80M | — | $57.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Fidelity (FMR) ✦ | 1.73M | +43339550.0% | $54.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.69M | — | $53.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 1.68M | — | $53.24M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 729.60K | — | $23.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 586.13K | — | $18.57M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 557.67K | — | $17.67M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 383.70K | — | $12.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 315.99K | +2.6% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 307.51K | -47.8% | $9.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 290.39K | — | $9.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 276.49K | — | $8.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Assetmark, Inc | 269.46K | — | $8.54M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 152.06K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 105.58K | — | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 46.14K | Neu | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 30.85K | — | $977,201 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passiv) | 27.84K | +9.4% | $882,003 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Creative Planning | 13.34K | — | $422,677 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 7.72K | — | $244,570 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 6.38K | — | $202,277 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 706 | — | $22,366 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 396 | — | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 105 | — | $3,326 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 70 | — | $2,000 | 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
| Gotham Asset Management | $1.46M | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 140 Inhaber, 20.14M Anteile, $618.19M 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.