BSMS
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.8% ·
Aktienfluss -2.3% ·
neue Nettopositionen -4.0%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 478.53K | — | $11.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Invesco Ltd. | 379.07K | — | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 368.73K | -11.2% | $8.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Truist Financial Corp | 298.84K | — | $7.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 257.27K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 226.79K | — | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 213.78K | — | $5.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 197.62K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 174.41K | — | $4.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 123.25K | — | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 117.13K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 108.40K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 102.97K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 92.33K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 65.40K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 58.55K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Lido Advisors, LLC | 54.18K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 48.72K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Brown Advisory Inc | 46.96K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 41.13K | — | $966,580 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 24.63K | — | $578,795 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 19.34K | — | $455,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 11.77K | — | $276,694 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 11.21K | — | $263,986 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 856 | — | $20,000 | 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
| Goldman Sachs Group | $822,873 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 126 Inhaber, 7.99M Anteile, $183.87M 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.