BSMW
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Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +5.7% · 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 | 26 | +3 | 2.96M | $74.34M | +3 | — |
| Q1 2026 | 23 | 0 | 2.52M | $62.65M | +1 | −1 |
| Q4 2025 | 23 | 0 | 2.26M | $56.72M | — | — |
| Q3 2025 | 2 | 0 | 317.09K | $7.92M | — | — |
| Q2 2025 | 1 | — | 54 | $1,313 | — | — |
| Q4 2024 | 1 | +1 | 28.50K | $715,090 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 438.31K | +38.2% | $11.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 437.00K | — | $10.97M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 241.06K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 241.06K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Invesco Ltd. | 172.08K | — | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 138.21K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 138.21K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 135.93K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 135.93K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Lido Advisors, LLC | 99.70K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 85.45K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 68.37K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 68.37K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 64.43K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 57.57K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 54.63K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 48.19K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 42.67K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 35.25K | — | $885,130 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 32.47K | — | $815,397 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 31.19K | — | $783,078 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 26.72K | — | $670,864 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cerity Partners LLC | 20.29K | — | $509,557 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 16.78K | — | $421,350 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 12.48K | — | $313,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 305 | — | $7,653 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 3 | -94.3% | $65 | 0.0% | ▼ Trim | 3 | 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): 64 Inhaber, 4.45M Anteile, $109.68M 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.