BSMV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.3% ·
Aktienfluss +6.5% ·
neue Nettopositionen -4.5%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 0 | 2.74M | $57.40M | +1 | −1 |
| Q1 2026 | 22 | -1 | 2.65M | $55.33M | — | −1 |
| Q4 2025 | 23 | -1 | 2.49M | $52.58M | — | −1 |
| Q3 2025 | 3 | 0 | 148.86K | $3.13M | — | — |
| Q2 2025 | 1 | — | 212 | $4,371 | — | — |
| Q4 2024 | 1 | +1 | 14.96K | $313,008 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 302.69K | +37.3% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 257.12K | +4.2% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 257.12K | +4.2% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 255.40K | -34.6% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 234.07K | +27.0% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 233.43K | +27.8% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 233.43K | +27.8% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 204.77K | -2.9% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Lido Advisors, LLC | 195.70K | 0.0% | $4.09M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 192.66K | +1.8% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 192.66K | +1.8% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 141.64K | +81.0% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 108.52K | +2.2% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 85.11K | +25.4% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 81.54K | +35.8% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 66.04K | +11.3% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Focus Partners Wealth | 64.64K | +4.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 56.22K | +17.6% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 56.22K | +17.6% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 49.94K | -14.1% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 41.81K | +17.7% | $873,040 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 31.75K | +2.4% | $662,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 24.91K | +46.2% | $517,941 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 20.79K | +11.3% | $434,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 958 | +0.7% | $20,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 212 | 0.0% | $4,427 | 0.0% | Held | 4 | 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
| Cerity Partners LLC | $514,215 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 77 Inhaber, 5.76M Anteile, $118.44M 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.