Wertpapierdatensatz · archiviertes Quartal
BOE
Name ausstehend – Profil wird eingelesen
29Erfasste Halter
+2Δ Inhaber
13.33MGehaltene Aktien
$146.09MGemeldeter Wert
+3Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.4% ·
Aktienfluss +5.4% ·
neue Nettopositionen +6.9%
— 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 | 27 | -1 | 13.73M | $165.94M | +2 | −3 |
| Q1 2026 | 29 | +2 | 13.33M | $146.09M | +3 | −1 |
| Q4 2025 | 27 | 0 | 12.65M | $148.11M | — | — |
| Q3 2025 | 1 | — | 7.30M | $84.46M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.00M | +6.4% | $87.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.00M | +6.4% | $87.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.00M | +6.4% | $87.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.00M | +6.4% | $87.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 8.00M | +6.4% | $87.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Lazard Asset Management Llc | 886.75K | -0.2% | $9.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 783.15K | +0.1% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 783.15K | +0.1% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 745.75K | -3.7% | $8.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 745.75K | -3.7% | $8.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 645.91K | +1.3% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 645.91K | +1.3% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 489.46K | +7.2% | $5.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Allspring Global Investments… | 402.80K | +23.6% | $4.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 263.16K | +1.6% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 263.16K | +1.6% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 212.74K | +10.8% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 212.74K | +10.8% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 187.27K | +14.7% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 133.46K | -11.4% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 133.46K | -11.4% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 129.08K | +1.5% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 96.25K | +15.9% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 68.27K | -2.6% | $754,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 62.03K | Neu | $679,838 | 0.0% | New | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 52.38K | -6.4% | $574,063 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 39.14K | +2.5% | $429,011 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 39.14K | +2.5% | $429,011 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 36.49K | -3.2% | $399,960 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 21.66K | +27.2% | $237,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 21.66K | +27.2% | $237,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 19.83K | -0.2% | $211,921 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 17.81K | 0.0% | $195,176 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 13.73K | +2.5% | $152,999 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 10.59K | -14.6% | $116,075 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 4.41K | 0.0% | $48,301 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 4.41K | 0.0% | $48,301 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Cwm, Llc | 1.63K | +56.0% | $17,898 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | BlackRock ✦ (passiv) | 1.34K | Neu | $14,686 | 0.0% | New | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 500 | 0.0% | $5,480 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Assetmark, Inc | 288 | 0.0% | $3,156 | 0.0% | Held | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 4 | Neu | $42 | 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 | $679,838 | 0.0% |
| BlackRock | $14,686 | 0.0% |
| JPMorgan Chase | $42 | 0.0% |
Ausgestiegen
| National Bank Of Canada /Fi/ | $59 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 120 Inhaber, 20.42M Anteile, $218.78M 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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