BSMS
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +11.9% · 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 | 27 | +2 | 4.16M | $97.59M | +4 | −2 |
| Q1 2026 | 25 | 0 | 3.94M | $92.19M | +2 | −2 |
| Q4 2025 | 25 | -1 | 3.52M | $82.76M | — | −1 |
| Q3 2025 | 2 | — | 450.41K | $10.55M | — | — |
| Q3 2024 | 1 | +1 | 50.82K | $1.20M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 511.15K | +6.8% | $11.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 401.50K | +8.9% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 401.50K | +8.9% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 397.94K | +5.0% | $9.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 348.36K | +63.0% | $8.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 348.36K | +63.0% | $8.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 301.23K | +0.8% | $7.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 292.73K | +13.8% | $6.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 292.73K | +13.8% | $6.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 264.40K | +16.6% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 264.40K | +16.6% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 197.53K | -0.1% | $4.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 166.62K | -4.5% | $3.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 166.62K | -4.5% | $3.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 129.70K | +10.7% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 128.50K | +4.3% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 115.13K | +11.8% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 115.13K | +11.8% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 109.44K | +1.0% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 77.61K | +32.6% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 74.21K | Neu | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 72.83K | -21.1% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 69.58K | +6.4% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Lido Advisors, LLC | 54.18K | 0.0% | $1.27M | 0.0% | Held | 2 | SEC ↗ |
| 25 | Lido Advisors, LLC | 54.18K | 0.0% | $1.27M | 0.0% | Held | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 53.60K | +10.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Brown Advisory Inc | 46.96K | 0.0% | $1.10M | 0.0% | Held | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 41.20K | +0.2% | $963,763 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cetera Investment Advisers | 32.88K | +33.5% | $769,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 18.62K | -3.8% | $436,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 17.37K | Neu | $406,351 | 0.0% | New | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 17.17K | +45.8% | $401,633 | 0.0% | ▲ Add | 2 | 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 | $1.74M | 0.0% |
| Baird Financial Group, Inc. | $406,351 | 0.0% |
Ausgestiegen
| Wealth Enhancement Advisory… | $263,986 | war 0.0% |
| Cwm, Llc | $20,000 | 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.