BKGI
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +30.0% ·
Aktienfluss +30.0% ·
neue Nettopositionen +20.0%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 26.24K | $1.08M | n/a | n/a |
| Q2 2026 | 29 | +4 | 14.41M | $647.85M | +6 | −2 |
| Q1 2026 | 26 | +8 | 11.15M | $496.61M | +8 | n/a |
| Q4 2025 | 18 | -2 | 5.14M | $207.26M | n/a | −2 |
| Q3 2025 | 4 | 0 | 471.42K | $18.35M | n/a | n/a |
| Q2 2025 | 1 | 0 | 10.85K | $426,267 | n/a | n/a |
| Q1 2025 | 1 | +1 | 63.68K | $2.20M | +1 | n/a |
| Q3 2024 | 1 | 0 | 7.29K | $236,976 | n/a | n/a |
| Q2 2024 | 1 | n/a | 41.16K | $1.18M | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.28M | +158.9% | $190.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.43M | +32.7% | $63.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 1.29M | +75.6% | $57.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Captrust Financial Advisors | 828.00K | Neu | $36.88M | 0.1% | New | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 624.18K | +74.0% | $27.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank of New York Mellon Corp | 549.52K | -6.6% | $24.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Cwm, Llc | 436.03K | +37.9% | $19.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 405.46K | Neu | $18.06M | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 199.59K | +403.8% | $8.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 195.21K | +1410.2% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 180.24K | Neu | $8.03M | 0.0% | New | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 167.96K | +162.5% | $7.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 108.45K | +263.2% | $4.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 100.03K | -2.5% | $4.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 60.73K | Neu | $2.71M | 0.0% | New | 1 | SEC ↗ |
| 16 | Fifth Third Bancorp | 60.43K | Neu | $2.69M | 0.0% | New | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 59.11K | +42.6% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 49.66K | Neu | $2.21M | 0.0% | New | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 40.55K | +3.2% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Lido Advisors, LLC | 26.00K | -5.3% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Wealth Enhancement Advisory… | 19.79K | -45.9% | $884,915 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 11.85K | Neu | $527,933 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 10.71K | Neu | $477,112 | 0.0% | New | 1 | SEC ↗ |
| 24 | First Trust Advisors Lp | 8.15K | +3.3% | $363,045 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 4.66K | 0.0% | $207,690 | 0.0% | Held | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.10K | +24.2% | $92,593 | 0.0% | ▲ Add | 3 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Captrust Financial Advisors | $36.88M | 0.1% |
| Bank Of America Corp /De/ | $18.06M | 0.0% |
| Mml Investors Services, Llc | $8.03M | 0.0% |
| Citadel Advisors | $2.71M | 0.0% |
| Fifth Third Bancorp | $2.69M | 0.0% |
| Susquehanna International… | $2.21M | 0.0% |
| Gotham Asset Management | $527,933 | 0.0% |
| Rockefeller Capital… | $477,112 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 88 Inhaber, 15.56M Anteile, $689.86M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.