BSJQ
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.0% ·
Aktienfluss -0.6% ·
neue Nettopositionen -3.1%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | -1 | 11.39M | $261.35M | +1 | −2 |
| Q1 2026 | 36 | +4 | 13.36M | $309.50M | +6 | −2 |
| Q4 2025 | 32 | -1 | 14.24M | $332.47M | — | −1 |
| Q3 2025 | 6 | +1 | 1.71M | $40.01M | +1 | — |
| Q2 2025 | 3 | +1 | 49.33K | $1.15M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.39M | — | $55.78M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 2.37M | — | $55.20M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.55M | -1.3% | $36.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.55M | -1.3% | $36.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.20M | — | $27.97M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.12M | — | $26.05M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.12M | — | $26.05M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.03M | — | $24.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.03M | — | $24.12M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 669.89K | — | $15.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 669.89K | — | $15.64M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 669.89K | — | $15.64M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 461.93K | — | $10.78M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 461.93K | — | $10.78M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 447.51K | — | $10.44M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 447.51K | — | $10.44M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 435.71K | — | $10.17M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Lido Advisors, LLC | 352.68K | — | $8.23M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Lido Advisors, LLC | 352.68K | — | $8.23M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 302.63K | — | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 299.20K | — | $6.98M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 298.27K | — | $6.96M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 279.06K | — | $6.51M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 279.06K | — | $6.51M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 192.65K | — | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 172.51K | — | $4.03M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 169.49K | — | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 94.01K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 94.01K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Invesco Ltd. | 82.64K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Invesco Ltd. | 82.64K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 69.66K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 62.37K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 55.94K | -54.9% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Brown Advisory Inc | 45.18K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 43.50K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Captrust Financial Advisors | 19.86K | — | $463,579 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Creative Planning | 9.84K | — | $229,574 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 9.45K | -1.6% | $220,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 6.40K | — | $149,423 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passiv) | 5.10K | +44.2% | $118,929 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 3.60K | — | $84,117 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 2.69K | +1999.2% | $62,706 | 0.0% | ▲ Add | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| JPMorgan Chase | $37,542 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 195 Inhaber, 32.01M Anteile, $734.29M 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.