BTO
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -1.0% · 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 | 22 | +1 | 2.83M | $111.66M | +1 | — |
| Q1 2026 | 22 | +3 | 2.75M | $98.55M | +3 | — |
| Q4 2025 | 19 | 0 | 2.74M | $95.96M | — | — |
| Q3 2025 | 1 | — | 1.22M | $43.83M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.19M | -2.4% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.19M | -2.4% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.19M | -2.4% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.19M | -2.4% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.19M | -2.4% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 667.19K | — | $23.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 667.19K | — | $23.41M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 259.36K | — | $9.10M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 259.36K | — | $9.10M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 176.31K | — | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 176.31K | — | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 129.78K | — | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 86.73K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 47.67K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 43.84K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 43.84K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 27.77K | — | $973,997 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 26.17K | — | $918,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 24.54K | — | $860,853 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 16.46K | — | $577,594 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 16.46K | — | $577,594 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 13.80K | — | $484,170 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 10.00K | — | $350,883 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 7.10K | — | $249,085 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 6.60K | — | $231,482 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 1.82K | — | $63,740 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 514 | — | $18,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 154 | — | $5,402 | 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): 76 Inhaber, 4.07M Anteile, $136.82M 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.