BOCT
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +25.0% ·
Aktienfluss -7.5% ·
neue Nettopositionen +20.0%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -1 | 1.40M | $74.27M | +2 | −3 |
| Q1 2026 | 20 | +4 | 1.43M | $68.59M | +4 | — |
| Q4 2025 | 16 | -1 | 1.54M | $76.38M | — | −1 |
| Q3 2025 | 3 | 0 | 42.72K | $2.07M | — | — |
| Q2 2025 | 1 | 0 | 14.12K | $641,572 | — | — |
| Q1 2025 | 1 | 0 | 10.07K | $423,136 | — | — |
| Q4 2024 | 1 | +1 | 13.58K | $586,909 | +1 | — |
| Q2 2024 | 1 | — | 7.70K | $320,295 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 266.25K | -2.5% | $12.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cerity Partners LLC | 181.66K | -9.4% | $8.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cerity Partners LLC | 181.66K | -9.4% | $8.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 161.51K | -2.9% | $7.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 156.61K | +3.8% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 120.87K | +1.2% | $5.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 118.91K | -23.7% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 118.91K | -23.7% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 77.57K | -41.6% | $3.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 70.73K | -7.6% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Captrust Financial Advisors | 66.73K | 0.0% | $3.20M | 0.0% | Held | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 50.51K | -4.8% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 50.51K | -4.8% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 40.51K | +111.3% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 36.32K | -0.4% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 22.52K | -70.2% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 19.73K | Neu | $946,732 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cwm, Llc | 18.83K | Neu | $903,591 | 0.0% | New | 1 | SEC ↗ |
| 19 | Blair William & Co/Il | 8.86K | 0.0% | $425,019 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Creative Planning | 4.96K | Neu | $237,871 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.81K | -2.7% | $134,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.81K | -2.7% | $134,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.85K | -67.8% | $87,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Barclays Plc | 1.12K | Neu | $53,649 | 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
| Jane Street Group, Llc | $946,732 | 0.0% |
| Cwm, Llc | $903,591 | 0.0% |
| Creative Planning | $237,871 | 0.0% |
| Barclays Plc | $53,649 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 113 Inhaber, 4.46M Anteile, $189.59M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.