Wertpapierdatensatz · archiviertes Quartal
BGR
Name ausstehend – Profil wird eingelesen
27Erfasste Halter
+2Δ Inhaber
3.60MGehaltene Aktien
$62.31MGemeldeter Wert
+4Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +8.0% ·
Aktienfluss +9.2% ·
neue Nettopositionen +7.4%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +2 | 3.62M | $53.68M | +3 | −1 |
| Q1 2026 | 27 | +2 | 3.60M | $62.31M | +4 | −2 |
| Q4 2025 | 25 | 0 | 3.30M | $44.66M | — | — |
| Q3 2025 | 1 | — | 1.14M | $15.51M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.42M | +23.9% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.42M | +23.9% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.42M | +23.9% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.42M | +23.9% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 390.05K | +15.3% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 390.05K | +15.3% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 386.97K | +24.0% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 386.97K | +24.0% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 300.95K | +5.8% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 300.95K | +5.8% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 300.95K | +5.8% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 235.66K | +4.3% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 235.66K | +4.3% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 235.66K | +4.3% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 182.71K | -4.2% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 138.48K | +15.4% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 138.48K | +15.4% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 128.29K | -0.5% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 67.31K | +6.7% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 67.31K | +6.7% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 64.45K | +4.7% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 47.66K | +185.1% | $824,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 47.66K | +185.1% | $824,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 41.54K | -32.0% | $687,052 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 36.35K | -0.2% | $629,283 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 32.61K | -15.5% | $564,452 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 21.68K | -5.1% | $375,304 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Allspring Global Investments… | 15.36K | -9.4% | $265,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 15.20K | -4.8% | $263,155 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 15.18K | +11.6% | $262,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 12.89K | +0.7% | $223,191 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 12.54K | -92.5% | $217,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 12.27K | Neu | $212,359 | 0.0% | New | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 10.52K | Neu | $182,119 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 5.81K | +14.1% | $100,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 5.81K | +14.1% | $100,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 5.81K | +14.1% | $100,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 5.31K | +0.6% | $91,878 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 3.03K | Neu | $52,380 | 0.0% | New | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 2.22K | +11.3% | $38,497 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Cwm, Llc | 201 | Neu | $3,479 | 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
| Fifth Third Bancorp | $212,359 | 0.0% |
| Envestnet Asset Management Inc | $182,119 | 0.0% |
| UBS AM, a distinct business… | $52,380 | 0.0% |
| Cwm, Llc | $3,479 | 0.0% |
Ausgestiegen
| Mariner, LLC | $205,789 | war 0.0% |
| Russell Investments Group… | $27 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 85 Inhaber, 5.92M Anteile, $101.22M 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: Q1 2026 ·
Methodik ·
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