Wertpapierdatensatz · archiviertes Quartal
BLOK
Name ausstehend, Profil-Einspeisung läuft
49Erfasste Halter
0Δ Inhaber
4.52MGehaltene Aktien
$257.40MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +4.9% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 25.92K | $1.52M | n/a | n/a |
| Q2 2026 | 51 | +6 | 4.48M | $280.70M | +6 | n/a |
| Q1 2026 | 46 | -3 | 4.37M | $217.80M | +3 | −6 |
| Q4 2025 | 49 | 0 | 4.52M | $257.40M | n/a | n/a |
| Q3 2025 | 5 | 0 | 1.45M | $97.42M | n/a | n/a |
| Q2 2025 | 3 | 0 | 42.55K | $2.43M | +1 | −1 |
| Q1 2025 | 2 | -1 | 12.71K | $468,892 | +1 | −2 |
| Q4 2024 | 3 | +1 | 20.42K | $882,026 | +2 | −1 |
| Q3 2024 | 2 | +1 | 53.87K | $2.02M | +1 | n/a |
| Q2 2024 | 1 | n/a | 54.05K | $1.92M | n/a | n/a |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.56M | +14.0% | $88.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 1.01M | n/a | $57.71M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 433.73K | n/a | $24.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 179.02K | n/a | $10.18M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 153.62K | n/a | $8.74M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 139.81K | n/a | $7.95M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 122.13K | n/a | $6.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Mml Investors Services, Llc | 83.85K | n/a | $4.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 79.80K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 77.58K | +308.1% | $4.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Stifel Financial Corp | 67.90K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 59.26K | n/a | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Financial Engines Advisors L.L.C. | 54.72K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealthfront Advisers LLC | 50.53K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Sei Investments Co | 47.28K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Qube Research & Technologies Ltd | 40.09K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 30.44K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 27.90K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Jane Street Group, Llc | 26.33K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 25.30K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Tidal Investments LLC | 24.43K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 23.02K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Mariner, LLC | 22.45K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Northwestern Mutual Wealth… | 21.69K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 18.59K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 26 | Baird Financial Group, Inc. | 16.54K | n/a | $940,961 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Renaissance Technologies ✦ | 16.40K | -45.0% | $932,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Corient Private Wealth LP | 15.03K | n/a | $858,080 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Creative Planning | 14.31K | n/a | $814,065 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 12.70K | -64.9% | $722,333 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Rockefeller Capital Management L.P. | 9.55K | n/a | $543,430 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Focus Partners Wealth | 7.90K | n/a | $449,209 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 7.32K | n/a | $416,696 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Hrt Financial Lp | 6.88K | n/a | $391,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 6.65K | n/a | $378,318 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Truist Financial Corp | 5.95K | n/a | $338,262 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Northern Trust Corp | 3.89K | n/a | $221,359 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Amundi | 3.87K | n/a | $220,392 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 2.87K | n/a | $163,217 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Pnc Financial Services Group, Inc. | 2.40K | n/a | $136,308 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | Bank Of America Corp /De/ | 1.99K | n/a | $113,382 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Bank Of Montreal /Can/ | 1.71K | n/a | $97,168 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Simplex Trading, Llc | 1.56K | n/a | $88,520 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 646 | n/a | $36,751 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 60 | n/a | $3,412 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 49 | n/a | $2,788 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 40 | n/a | $2,276 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 17 | n/a | $967 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | BlackRock ✦ (passiv) | 11 | 0.0% | $622 | 0.0% | Held | 3 | SEC ↗ ×2 |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 247 Inhaber, 7.21M Anteile, $345.87M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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