Wertpapierdatensatz · archiviertes Quartal
BSJR
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
+1Δ Inhaber
11.71MGehaltene Aktien
$261.75MGemeldeter Wert
+3Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.3% ·
Aktienfluss +17.2% ·
neue Nettopositionen +3.2%
— 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 | 29 | -1 | 12.46M | $278.43M | +1 | −2 |
| Q1 2026 | 31 | +1 | 11.71M | $261.75M | +3 | −2 |
| Q4 2025 | 30 | -1 | 9.99M | $225.81M | — | −1 |
| Q3 2025 | 5 | +1 | 1.13M | $25.73M | +1 | — |
| Q2 2025 | 2 | — | 2.14K | $48,634 | — | — |
| Q2 2024 | 1 | — | 44.07K | $973,273 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.98M | +6.3% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 1.61M | +15.0% | $36.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.36M | +69.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.36M | +69.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.18M | +16.5% | $26.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.18M | +16.5% | $26.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.11M | -2.4% | $24.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.11M | -2.4% | $24.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 662.46K | +75.2% | $14.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 662.46K | +75.2% | $14.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 662.46K | +75.2% | $14.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 617.62K | +39.5% | $13.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 583.00K | +5.3% | $13.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 583.00K | +5.3% | $13.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 536.74K | +149.6% | $12.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 536.74K | +149.6% | $12.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 491.54K | +7.8% | $10.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 311.98K | +6.0% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 196.93K | +12.6% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 196.93K | +12.6% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 176.29K | +6.3% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Invesco Ltd. | 111.80K | -5.8% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Invesco Ltd. | 111.80K | -5.8% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 108.14K | -2.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 98.00K | -39.6% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 84.44K | -7.7% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 84.44K | -7.7% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cwm, Llc | 78.57K | -8.2% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 77.71K | -41.8% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 77.71K | -41.8% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 73.52K | +14.8% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Lido Advisors, LLC | 65.66K | +4.5% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Lido Advisors, LLC | 65.66K | +4.5% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 54.76K | -12.4% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 48.79K | +3.9% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Brown Advisory Inc | 42.05K | +2.7% | $940,336 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 18.42K | -51.5% | $412,761 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 16.25K | Neu | $363,387 | 0.0% | New | 1 | SEC ↗ |
| 39 | Creative Planning | 9.67K | +1.6% | $216,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 2.46K | 0.0% | $54,996 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 2.16K | Neu | $48,241 | 0.0% | New | 1 | SEC ↗ |
| 42 | BlackRock ✦ (passiv) | 1.16K | 0.0% | $25,832 | 0.0% | Held | 4 | SEC ↗ |
| 43 | Fifth Third Bancorp | 600 | Neu | $13,419 | 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
| Susquehanna International… | $363,387 | 0.0% |
| Bank Of Montreal /Can/ | $48,241 | 0.0% |
| Fifth Third Bancorp | $13,419 | 0.0% |
Ausgestiegen
| Focus Partners Wealth | $1.33M | war 0.0% |
| Fidelity (FMR) | $39,372 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 168 Inhaber, 24.86M Anteile, $553.68M 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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