Wertpapierdatensatz · archiviertes Quartal
CDC
Name ausstehend – Profil wird eingelesen
29Erfasste Halter
0Δ Inhaber
5.21MGehaltene Aktien
$343.30MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
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
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | 0 | 4.45M | $330.88M | — | — |
| Q1 2026 | 32 | +3 | 4.96M | $354.32M | +4 | −1 |
| Q4 2025 | 29 | 0 | 5.21M | $343.30M | — | — |
| Q3 2025 | 6 | +1 | 1.35M | $90.03M | +1 | — |
| Q2 2025 | 2 | -1 | 42.05K | $2.68M | — | −1 |
| Q1 2025 | 2 | +2 | 9.58K | $629,663 | +2 | — |
| Q3 2024 | 1 | +1 | 50.40K | $3.28M | +1 | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.14M | -8.0% | $75.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.14M | -8.0% | $75.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 671.67K | — | $44.26M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 671.67K | — | $44.26M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 578.06K | — | $38.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 578.06K | — | $38.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 538.84K | — | $35.50M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 444.51K | — | $29.29M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 305.07K | — | $20.10M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 270.16K | — | $17.80M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 270.16K | — | $17.80M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 223.61K | — | $14.73M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 223.61K | — | $14.73M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 167.47K | — | $11.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 164.65K | — | $10.85M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 115.85K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 115.85K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 104.92K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 104.92K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 101.19K | +76.2% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 63.06K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 54.27K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 54.27K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 49.71K | +7.7% | $3.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Truist Financial Corp | 39.06K | — | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 38.84K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 32.28K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 32.28K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 29.64K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 25.89K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 16.44K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 16.44K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 10.20K | — | $672,210 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Creative Planning | 9.30K | — | $612,975 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 6.19K | — | $407,784 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Hrt Financial Lp | 4.04K | — | $266,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (passiv) | 2.66K | 0.0% | $175,399 | 0.0% | Held | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 355 | -26.4% | $23,401 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 174 | -43.5% | $11,436 | 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): 99 Inhaber, 6.80M Anteile, $471.47M 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: Q4 2025 ·
Methodik ·
Über die API abrufen