Wertpapierdatensatz · archiviertes Quartal
BDJ
Name ausstehend – Profil wird eingelesen
37Erfasste Halter
-2Δ Inhaber
20.99MGehaltene Aktien
$198.95MGemeldeter Wert
+0Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.1% ·
Aktienfluss -1.2% ·
neue Nettopositionen -5.4%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | -1 | 20.34M | $194.64M | +1 | −2 |
| Q1 2026 | 43 | +5 | 19.91M | $171.61M | +6 | −1 |
| Q4 2025 | 37 | -2 | 20.99M | $198.95M | — | −2 |
| Q3 2025 | 5 | +1 | 3.68M | $33.53M | +1 | — |
| Q2 2025 | 2 | 0 | 90.03K | $800,322 | +1 | −1 |
| Q1 2025 | 1 | +1 | 103.63K | $891,252 | +1 | — |
| Q2 2024 | 1 | — | 44.99K | $367,585 | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 4.13M | — | $39.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 4.13M | — | $39.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 4.13M | — | $39.19M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.42M | -1.9% | $32.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.42M | -1.9% | $32.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.42M | -1.9% | $32.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.42M | -1.9% | $32.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.42M | -1.9% | $32.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 2.67M | — | $25.29M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.67M | — | $25.29M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 2.20M | — | $20.82M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Invesco Ltd. | 2.20M | — | $20.82M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 1.87M | — | $17.69M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 1.13M | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 1.13M | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 855.04K | — | $8.11M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 855.04K | — | $8.11M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 855.04K | — | $8.11M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 855.04K | — | $8.11M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 700.24K | — | $6.64M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 700.24K | — | $6.64M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 700.24K | — | $6.64M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 592.98K | — | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 572.45K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 572.45K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 572.45K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 510.94K | — | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 510.94K | — | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 510.94K | — | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 433.62K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 433.62K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 289.23K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 289.23K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 269.29K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cetera Investment Advisers | 244.19K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Focus Partners Wealth | 175.35K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Allspring Global Investments… | 172.47K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 106.61K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 97.94K | — | $932,395 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 97.62K | — | $925,400 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 59.70K | — | $565,933 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Truist Financial Corp | 50.44K | — | $478,161 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cwm, Llc | 45.43K | — | $431,000 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Brown Advisory Inc | 36.57K | — | $346,646 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Jane Street Group, Llc | 36.29K | — | $344,039 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Jane Street Group, Llc | 36.29K | — | $344,039 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Envestnet Asset Management Inc | 35.11K | — | $332,868 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mariner, LLC | 34.94K | — | $331,257 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Corient Private Wealth LP | 27.97K | — | $265,156 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Corient Private Wealth LP | 27.97K | — | $265,156 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Creative Planning | 25.36K | — | $240,394 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 23.66K | — | $224,297 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 23.66K | — | $224,297 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 23.66K | — | $224,297 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Northern Trust Corp | 23.02K | — | $218,220 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Captrust Financial Advisors | 20.65K | — | $195,739 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Mml Investors Services, Llc | 18.97K | — | $179,794 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | BlackRock ✦ (passiv) | 14.00K | 0.0% | $132,720 | 0.0% | Held | 3 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 924 | -62.2% | $8,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Assetmark, Inc | 46 | — | $436 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | National Bank Of Canada /Fi/ | 2 | — | $19 | 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
| Two Sigma Investments | $1.42M | war 0.0% |
| Millennium Management | $200,420 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 215 Inhaber, 30.67M Anteile, $255.89M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
Methodik ·
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