BDEC
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -10.0% ·
Aktienfluss -10.5% ·
neue Nettopositionen -11.1%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 1.20M | $64.03M | +2 | −1 |
| Q1 2026 | 18 | -2 | 1.17M | $56.02M | +4 | −6 |
| Q4 2025 | 20 | -1 | 1.30M | $64.65M | +1 | −2 |
| Q3 2025 | 3 | 0 | 10.65K | $510,694 | — | — |
| Q2 2025 | 1 | +1 | 12.88K | $581,480 | +1 | — |
| Q4 2024 | 1 | +1 | 10.12K | $436,446 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 196.82K | -1.6% | $9.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 189.56K | -22.0% | $9.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 189.56K | -22.0% | $9.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cerity Partners LLC | 181.41K | +26.1% | $8.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cerity Partners LLC | 181.41K | +26.1% | $8.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Lido Advisors, LLC | 123.14K | -0.7% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 103.41K | +9.4% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 103.41K | +9.4% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 83.76K | -0.6% | $4.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 73.64K | +15.3% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 57.39K | -17.4% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Blair William & Co/Il | 55.93K | -8.0% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 39.60K | -11.4% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 38.07K | -42.1% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 6.55K | -31.4% | $316,777 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Creative Planning | 5.55K | Neu | $266,644 | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 4.86K | Neu | $228,434 | 0.0% | New | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 4.41K | 0.0% | $211,444 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 1.71K | Neu | $82,177 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 797 | 0.0% | $38,000 | 0.0% | Held | 2 | SEC ↗ |
| 21 | UBS Group AG | 449 | Neu | $21,552 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Creative Planning | $266,644 | 0.0% |
| JPMorgan Chase | $228,434 | 0.0% |
| Fifth Third Bancorp | $82,177 | 0.0% |
| UBS Group AG | $21,552 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $3.90M | war 0.0% |
| Susquehanna International… | $510,666 | war 0.0% |
| Goldman Sachs Group | $230,900 | war 0.0% |
| Wells Fargo & Company/Mn | $72,556 | war 0.0% |
| Morgan Stanley | $6,988 | war 0.0% |
| Pnc Financial Services Group… | $6,839 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 110 Inhaber, 3.65M Anteile, $151.03M 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.