Wertpapierdatensatz · archiviertes Quartal
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30Erfasste Halter
0Δ Inhaber
4.36MGehaltene Aktien
$158.59MGemeldeter Wert
+3Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -2.0% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +3 | 4.46M | $226.26M | +4 | −1 |
| Q1 2026 | 30 | 0 | 4.36M | $158.59M | +3 | −3 |
| Q4 2025 | 30 | +1 | 4.45M | $180.46M | +1 | — |
| Q3 2025 | 3 | — | 1.28M | $52.97M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.28M | -0.7% | $46.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.28M | -0.7% | $46.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.28M | -0.7% | $46.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 783.36K | +3.1% | $28.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 783.36K | +3.1% | $28.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 783.36K | +3.1% | $28.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 408.61K | -19.2% | $14.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 408.61K | -19.2% | $14.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 388.21K | +4.6% | $14.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 388.21K | +4.6% | $14.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 388.21K | +4.6% | $14.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 280.06K | +23.3% | $10.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 280.06K | +23.3% | $10.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 274.66K | -8.7% | $9.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 273.37K | -1.6% | $9.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 273.37K | -1.6% | $9.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 273.37K | -1.6% | $9.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 273.37K | -1.6% | $9.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 273.37K | -1.6% | $9.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 140.14K | -7.8% | $5.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 140.14K | -7.8% | $5.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 100.33K | +8.6% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 100.33K | +8.6% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | First Trust Advisors Lp | 84.11K | +5.6% | $3.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 60.20K | -1.0% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 57.87K | +2.3% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 39.52K | +2.5% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 33.23K | +14.0% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Truist Financial Corp | 33.23K | +14.0% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 30.22K | +14.9% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 29.19K | +13.2% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 21.18K | 0.0% | $770,038 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Jane Street Group, Llc | 10.21K | -55.7% | $371,134 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 9.94K | -0.8% | $361,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 8.24K | Neu | $299,546 | 0.0% | New | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 7.36K | -5.8% | $267,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 7.36K | -5.8% | $267,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Focus Partners Wealth | 7.13K | +12.8% | $259,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Captrust Financial Advisors | 6.68K | 0.0% | $242,673 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Corient Private Wealth LP | 5.90K | -52.6% | $214,610 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Creative Planning | 5.67K | +0.5% | $206,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 5.10K | -6.6% | $185,252 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Cwm, Llc | 3.33K | +0.3% | $121,135 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 2.15K | Neu | $78,080 | 0.0% | New | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.39K | -67.0% | $48,964 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.39K | -67.0% | $48,964 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 644 | Neu | $22,643 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Mercer Global Advisors Inc… | $299,546 | 0.0% |
| Fifth Third Bancorp | $78,080 | 0.0% |
| Jones Financial Companies Lllp | $22,643 | 0.0% |
Ausgestiegen
| Two Sigma Investments | $1.50M | war 0.0% |
| Goldman Sachs Group | $249,199 | war 0.0% |
| Brown Advisory Inc | $208,213 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 118 Inhaber, 7.27M Anteile, $251.09M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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