BAR
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.6% ·
Aktienfluss +0.4% ·
neue Nettopositionen -2.7%
— 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 | 36 | -3 | 7.50M | $296.45M | +2 | −6 |
| Q1 2026 | 41 | +4 | 7.53M | $347.00M | +5 | −1 |
| Q4 2025 | 37 | -1 | 7.68M | $326.18M | — | −1 |
| Q3 2025 | 5 | +1 | 204.04K | $7.77M | +1 | — |
| Q2 2025 | 2 | -1 | 158.81K | $5.18M | — | −1 |
| Q1 2025 | 2 | 0 | 634.80K | $19.58M | — | — |
| Q4 2024 | 2 | +1 | 303.26K | $7.85M | +1 | — |
| Q3 2024 | 1 | -1 | 161.30K | $4.19M | — | −1 |
| Q2 2024 | 2 | — | 91.52K | $2.10M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.59M | — | $109.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Bank of New York Mellon Corp | 698.69K | — | $29.69M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Envestnet Asset Management Inc | 688.47K | — | $29.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 596.90K | — | $25.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 520.17K | — | $22.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 463.69K | — | $19.70M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 308.10K | — | $13.09M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 292.20K | — | $12.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 271.79K | — | $11.55M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 200.43K | — | $8.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 197.14K | — | $8.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Captrust Financial Advisors | 140.72K | — | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 100.99K | — | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 100.70K | +15.1% | $4.28M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 90.69K | — | $3.85M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 80.73K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 69.09K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 66.43K | +3.4% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | JPMorgan Chase ✦ | 61.74K | +42.8% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Corient Private Wealth LP | 34.13K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 19.71K | — | $837,393 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 16.07K | — | $683,027 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Creative Planning | 11.39K | — | $484,046 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 11.22K | — | $476,950 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 8.94K | — | $379,776 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Lido Advisors, LLC | 9.34K | — | $366,988 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 7.99K | — | $353,921 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 8.14K | — | $346,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 8.07K | — | $343,022 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3.95K | +5.8% | $167,887 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 1.35K | — | $57,234 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 433 | — | $18,398 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | UBS Group AG | 387 | — | $16,444 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 230 | — | $9,766 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 209 | — | $8,880 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 68 | — | $2,889 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 35 | — | $1,487 | 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 | $201,337 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 174 Inhaber, 15.73M Anteile, $717.43M 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.