Wertpapierdatensatz · archiviertes Quartal
BNDW
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
+1Δ Inhaber
3.21MGehaltene Aktien
$219.17MGemeldeter Wert
+4Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.3% ·
Aktienfluss -30.0% ·
neue Nettopositionen +3.2%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | -6 | 7.69M | $526.73M | +1 | −7 |
| Q1 2026 | 31 | +1 | 3.21M | $219.17M | +4 | −3 |
| Q4 2025 | 30 | 0 | 4.92M | $338.14M | — | — |
| Q3 2025 | 5 | -1 | 2.73M | $190.42M | — | −1 |
| Q2 2025 | 3 | +1 | 69.88K | $4.84M | +1 | — |
| Q1 2025 | 1 | +1 | 10.61K | $729,936 | +1 | — |
| Q2 2024 | 1 | — | 19.64K | $1.34M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.87M | -31.6% | $127.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.87M | -31.6% | $127.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 323.83K | +3.8% | $22.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 323.83K | +3.8% | $22.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 248.45K | +6.0% | $16.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 245.36K | -22.7% | $16.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 95.75K | -10.5% | $6.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 95.75K | -10.5% | $6.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mariner, LLC | 93.80K | +9.0% | $6.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mariner, LLC | 93.80K | +9.0% | $6.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 82.82K | +4.1% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 82.82K | +4.1% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 82.82K | +4.1% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 64.35K | +26.4% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 43.41K | +4050.1% | $2.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 21.09K | -64.0% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 21.09K | -64.0% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 21.09K | -64.0% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 20.40K | -31.3% | $1.39M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 15.38K | -9.6% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 9.51K | +4.1% | $649,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 9.51K | +4.1% | $649,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 9.06K | Neu | $619,160 | 0.0% | New | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 8.79K | +0.2% | $601,010 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 8.72K | -7.5% | $595,951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 8.65K | +24.0% | $591,484 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 8.65K | +24.0% | $591,484 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 5.74K | -98.3% | $392,329 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 5.11K | +10.8% | $349,405 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Lido Advisors, LLC | 4.88K | -7.1% | $333,616 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 4.87K | Neu | $333,070 | 0.0% | New | 1 | SEC ↗ |
| 32 | Wellington Management ✦ | 4.84K | Neu | $330,677 | 0.0% | New | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 4.30K | -7.7% | $293,768 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Corient Private Wealth LP | 4.21K | -50.0% | $288,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 3.33K | -16.1% | $227,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 3.27K | +121.6% | $223,847 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 272 | +30.8% | $18,602 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | UBS Group AG | 137 | Neu | $9,364 | 0.0% | New | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 135 | 0.0% | $9,220 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 45 | -29.7% | $3,053 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 12 | -99.9% | $820 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Focus Partners Wealth | $619,160 | 0.0% |
| Susquehanna International… | $333,070 | 0.0% |
| Wellington Management | $330,677 | 0.0% |
| UBS Group AG | $9,364 | 0.0% |
Ausgestiegen
| Alliancebernstein L.P. | $31.03M | war 0.0% |
| Cibc World Market Inc. | $2.21M | war 0.0% |
| Rockefeller Capital… | $7,230 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 112 Inhaber, 6.06M Anteile, $388.54M 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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