BALT
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.2% ·
Aktienfluss +30.0% ·
neue Nettopositionen -4.3%
· Formel
Konzentrierte Akkumulation: steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | 0 | 13.56M | $464.78M | +3 | −4 |
| Q1 2026 | 21 | -2 | 11.94M | $399.59M | +4 | −6 |
| Q4 2025 | 23 | -1 | 14.39M | $482.26M | n/a | −1 |
| Q3 2025 | 3 | 0 | 33.21K | $1.09M | n/a | n/a |
| Q2 2025 | 1 | 0 | 11.07K | $355,126 | n/a | n/a |
| Q1 2025 | 1 | +1 | 11.07K | $347,377 | +1 | n/a |
| Q2 2024 | 1 | n/a | 10.73K | $322,282 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 4.03M | +22960.7% | $134.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 2 | Osaic Holdings, Inc. | 2.44M | n/a | $81.80M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 2.00M | n/a | $67.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 1.53M | n/a | $51.24M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 1.11M | n/a | $37.34M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 1.11M | n/a | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cwm, Llc | 787.26K | n/a | $26.38M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 413.98K | n/a | $13.87M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 308.49K | n/a | $10.34M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 256.32K | n/a | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 162.15K | n/a | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 75.10K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 51.77K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 39.86K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 39.59K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 10.63K | n/a | $356,077 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 10.25K | n/a | $343,478 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 10.06K | n/a | $337,245 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 8.35K | +78.3% | $279,674 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | UBS Group AG | 397 | n/a | $13,303 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 208 | n/a | $6,970 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 100 | n/a | $3,351 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 32 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
„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
| AQR Capital Management | $363,317 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 275 Inhaber, 44.60M Anteile, $1.47B 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.