BSMQ
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -3.6% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +2 | 4.23M | $99.60M | +3 | −1 |
| Q1 2026 | 27 | -2 | 4.74M | $111.88M | +1 | −3 |
| Q4 2025 | 29 | 0 | 4.73M | $111.80M | — | — |
| Q3 2025 | 2 | -1 | 619.75K | $14.64M | — | −1 |
| Q2 2025 | 1 | — | 69 | $1,623 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 605.68K | — | $14.32M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 605.68K | — | $14.32M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 531.21K | — | $12.56M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 438.28K | — | $10.36M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 438.28K | — | $10.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Invesco Ltd. | 377.80K | — | $8.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 309.47K | — | $7.32M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 305.70K | -1.9% | $7.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 221.48K | — | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 217.81K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 217.81K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 194.98K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 194.98K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 194.98K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 175.09K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 163.16K | — | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 158.71K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 158.71K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 138.23K | -55.1% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 112.53K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 110.50K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 90.99K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 88.04K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 85.96K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 79.55K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 74.09K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 62.51K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 43.41K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Brown Advisory Inc | 34.40K | — | $813,388 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 29.04K | — | $686,690 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Lido Advisors, LLC | 27.41K | — | $647,732 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Lido Advisors, LLC | 27.41K | — | $647,732 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cetera Investment Advisers | 23.48K | — | $555,084 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 14.29K | — | $338,101 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 14.15K | — | $335,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 577 | — | $14,000 | 0.0% | n/c | 1 | 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
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 142 Inhaber, 8.91M Anteile, $206.52M 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.