BAPR
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.2% ·
Aktienfluss -0.3% ·
neue Nettopositionen +5.9%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +5 | 3.62M | $192.68M | +5 | — |
| Q1 2026 | 17 | +1 | 3.39M | $165.98M | +2 | −1 |
| Q4 2025 | 16 | -1 | 3.40M | $163.14M | — | −1 |
| Q3 2025 | 4 | 0 | 43.68K | $2.05M | — | — |
| Q2 2025 | 1 | — | 110 | $4,971 | — | — |
| Q4 2024 | 1 | 0 | 10.18K | $451,031 | — | — |
| Q3 2024 | 1 | 0 | 16.96K | $735,555 | — | — |
| Q2 2024 | 1 | — | 10.68K | $442,947 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 2.19M | -0.1% | $107.48M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cerity Partners LLC | 348.56K | +6.4% | $17.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cerity Partners LLC | 348.56K | +6.4% | $17.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 177.69K | -2.4% | $8.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 150.75K | +3.5% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 108.62K | -31.1% | $5.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 108.62K | -31.1% | $5.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 92.60K | +1.6% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 82.15K | -8.4% | $4.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 78.50K | -1.6% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 71.84K | +1.0% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 71.84K | +1.0% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 23.06K | Neu | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 14 | Cwm, Llc | 19.27K | Neu | $943,796 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 15.29K | -54.1% | $748,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Captrust Financial Advisors | 9.86K | +10.9% | $482,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Focus Partners Wealth | 8.60K | 0.0% | $421,228 | 0.0% | Held | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 5.97K | +4.1% | $285,067 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.76K | 0.0% | $86,352 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 118 | +210.5% | $5,759 | 0.0% | ▲ Add | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $1.13M | 0.0% |
| Cwm, Llc | $943,796 | 0.0% |
Ausgestiegen
| UBS Group AG | $7,053 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 107 Inhaber, 5.80M Anteile, $260.34M 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.