Wertpapierdatensatz · archiviertes Quartal
BRW
Name ausstehend, Profil-Einspeisung läuft
29Erfasste Halter
0Δ Inhaber
9.40MGehaltene Aktien
$63.38MGemeldeter Wert
+4Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +30.0% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -1 | 9.33M | $61.30M | +2 | −4 |
| Q1 2026 | 29 | 0 | 9.40M | $63.38M | +4 | −4 |
| Q4 2025 | 29 | +3 | 6.99M | $48.97M | +3 | n/a |
| Q3 2025 | 2 | -2 | 764.50K | $5.94M | n/a | −2 |
| Q2 2025 | 2 | 0 | 46.44K | $374,314 | n/a | n/a |
| Q1 2025 | 2 | +1 | 77.53K | $601,672 | +1 | n/a |
| Q4 2024 | 1 | 0 | 10.00K | $76,200 | n/a | n/a |
| Q3 2024 | 1 | +1 | 10.00K | $75,900 | +1 | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.96M | -1.6% | $19.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Toronto Dominion Bank | 2.28M | Neu | $15.36M | 0.0% | New | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 885.79K | +40.2% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 792.90K | +10.6% | $5.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 642.18K | -6.2% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | UBS Group AG | 475.89K | +12.3% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 475.36K | +13.8% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 198.99K | +16.5% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 184.11K | -0.5% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 113.14K | +8.8% | $762,570 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 71.41K | -26.2% | $481,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 44.07K | +28.4% | $297,047 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 42.01K | -2.1% | $283,120 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 37.59K | +24.2% | $253,323 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 31.96K | 0.0% | $215,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 30.39K | -9.0% | $204,850 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 15.77K | +3.9% | $106,267 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 14.87K | -37.3% | $100,231 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 14.52K | Neu | $97,885 | 0.0% | New | 1 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 14.00K | 0.0% | $94,360 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 13.86K | 0.0% | $93,416 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 12.47K | -19.1% | $84,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 11.59K | Neu | $78,117 | 0.0% | New | 1 | SEC ↗ |
| 24 | Corient Private Wealth LP | 11.34K | -67.0% | $76,423 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 10.81K | Neu | $72,842 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 7.75K | +775000.0% | $52,239 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 7.06K | -53.9% | $48,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 4.12K | +89.0% | $27,785 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Cwm, Llc | 1.18K | +1.3% | $7,926 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Toronto Dominion Bank | $15.36M | 0.0% |
| Fifth Third Bancorp | $97,885 | 0.0% |
| Lido Advisors, LLC | $78,117 | 0.0% |
| Creative Planning | $72,842 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $1.01M | war 0.0% |
| Cerity Partners LLC | $351,927 | war 0.0% |
| Goldman Sachs Group | $238,039 | war 0.0% |
| JPMorgan Chase | $77,047 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 93 Inhaber, 21.31M Anteile, $131.66M 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: Q1 2026 ·
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