BSJS
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +13.5% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -2 | 12.02M | $261.44M | — | −2 |
| Q1 2026 | 26 | 0 | 11.39M | $246.99M | +1 | −1 |
| Q4 2025 | 26 | -3 | 10.04M | $220.91M | — | −3 |
| Q3 2025 | 5 | +2 | 569.99K | $12.59M | +2 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.34M | +8.7% | $50.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.61M | +44.7% | $34.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.61M | +44.7% | $34.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.20M | +1.5% | $26.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.20M | +1.5% | $26.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.18M | +8.7% | $25.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.18M | +8.7% | $25.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 755.57K | +29.7% | $16.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 593.19K | +72.2% | $12.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 593.19K | +72.2% | $12.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 593.19K | +72.2% | $12.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 590.22K | +19.5% | $12.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 572.73K | +24.1% | $12.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 499.44K | +6.6% | $10.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 293.13K | +8.9% | $6.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 270.11K | +11.1% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 270.11K | +11.1% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 250.64K | +0.4% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 250.64K | +0.4% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 226.73K | +4.8% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 218.62K | +16.6% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 178.17K | -9.8% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 176.56K | +14.3% | $3.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 176.56K | +14.3% | $3.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Invesco Ltd. | 103.63K | -5.3% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Invesco Ltd. | 103.63K | -5.3% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 100.71K | +0.7% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 68.21K | +109.2% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 59.67K | -61.8% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Brown Advisory Inc | 38.38K | +14.2% | $832,205 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 30.41K | -67.8% | $659,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 25.13K | -43.8% | $546,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 2.25K | Neu | $48,813 | 0.0% | New | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 2.05K | -33.2% | $44,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cwm, Llc | 614 | 0.0% | $13,315 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Bank Of Montreal /Can/ | $48,813 | 0.0% |
Ausgestiegen
| Focus Partners Wealth | $1.31M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 144 Inhaber, 18.99M Anteile, $409.74M 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.