Wertpapierdatensatz · archiviertes Quartal
BSJQ
Name ausstehend – Profil wird eingelesen
36Erfasste Halter
+4Δ Inhaber
13.36MGehaltene Aktien
$309.50MGemeldeter Wert
+6Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +12.5% ·
Aktienfluss -6.2% ·
neue Nettopositionen +11.1%
— 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 | 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 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 2.41M | +1.7% | $55.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 2.41M | +1.7% | $55.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 2.35M | -1.6% | $54.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.46M | -5.5% | $33.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.46M | -5.5% | $33.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 1.26M | +4.9% | $29.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.06M | +2.1% | $24.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.06M | +2.1% | $24.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 752.29K | +12.3% | $17.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 752.29K | +12.3% | $17.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 752.29K | +12.3% | $17.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 623.42K | +43.1% | $14.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 453.95K | +551.7% | $10.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 375.68K | +34.6% | $8.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 375.68K | +34.6% | $8.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 375.68K | +34.6% | $8.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Lido Advisors, LLC | 350.01K | -0.8% | $8.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Lido Advisors, LLC | 350.01K | -0.8% | $8.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 309.44K | -72.3% | $7.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 309.44K | -72.3% | $7.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 290.49K | -2.9% | $6.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 282.00K | -6.8% | $6.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cwm, Llc | 266.52K | -10.6% | $6.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 200.60K | +4.1% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 166.24K | -3.6% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 157.67K | -64.8% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 157.67K | -64.8% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 139.20K | Neu | $3.23M | 0.0% | New | 1 | SEC ↗ |
| 29 | Invesco Ltd. | 105.79K | +28.0% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Invesco Ltd. | 105.79K | +28.0% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 86.86K | -7.6% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 48.70K | -21.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Brown Advisory Inc | 45.18K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 41.16K | Neu | $953,906 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 41.16K | Neu | $953,906 | 0.0% | New | 1 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 27.69K | -50.5% | $641,785 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Captrust Financial Advisors | 22.45K | +13.0% | $520,209 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 21.61K | -50.3% | $501,071 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Hrt Financial Lp | 13.43K | Neu | $311,000 | 0.0% | New | 1 | SEC ↗ |
| 40 | Mariner, LLC | 11.83K | -97.4% | $274,215 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 9.45K | 0.0% | $218,911 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 6.40K | 0.0% | $148,366 | 0.0% | Held | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 6.21K | Neu | $143,436 | 0.0% | New | 1 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 3.88K | +7.5% | $89,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | BlackRock ✦ (passiv) | 3.17K | -37.8% | $73,523 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | Fifth Third Bancorp | 1.47K | Neu | $34,067 | 0.0% | New | 1 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 50 | Neu | $1,159 | 0.0% | New | 1 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 12 | -99.5% | $281 | 0.0% | ▼ Trim | 4 | 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 | $3.23M | 0.0% |
| Bank Of Montreal /Can/ | $953,906 | 0.0% |
| Bank Of Montreal /Can/ | $953,906 | 0.0% |
| Hrt Financial Lp | $311,000 | 0.0% |
| JPMorgan Chase | $143,436 | 0.0% |
| Fifth Third Bancorp | $34,067 | 0.0% |
| Bnp Paribas Financial Markets | $1,159 | 0.0% |
Ausgestiegen
| Focus Partners Wealth | $3.96M | war 0.0% |
| Creative Planning | $229,574 | 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.
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 ·
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