BSMT
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss 0.0% · 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 | 3.54M | $81.41M | +3 | −1 |
| Q1 2026 | 26 | -1 | 3.41M | $78.47M | +1 | −2 |
| Q4 2025 | 27 | 0 | 3.18M | $73.53M | — | — |
| Q3 2025 | 2 | -1 | 255.27K | $5.90M | — | −1 |
| Q2 2025 | 1 | — | 1 | $23 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 579.30K | — | $13.41M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 579.30K | — | $13.41M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Invesco Ltd. | 280.32K | — | $6.49M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 271.82K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 264.75K | — | $6.13M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 264.75K | — | $6.13M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 249.40K | +3.8% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 249.40K | +3.8% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 201.20K | — | $4.66M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 201.20K | — | $4.66M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 200.17K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 180.59K | — | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Lido Advisors, LLC | 106.40K | — | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 98.18K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 95.06K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 94.20K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 91.03K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 89.81K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 89.29K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 75.32K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Brown Advisory Inc | 36.94K | — | $855,068 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 36.88K | — | $853,818 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 33.50K | — | $775,469 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 22.61K | — | $523,465 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 21.60K | — | $500,088 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 21.33K | — | $494,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 16.95K | — | $393,558 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 8.85K | — | $204,878 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 7.27K | -51.2% | $168,324 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 2.66K | — | $61,580 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 865 | — | $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
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 112 Inhaber, 8.35M Anteile, $192.56M 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.