CERY
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.3% ·
Aktienfluss -11.1% ·
neue Nettopositionen +5.0%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -3 | 11.85M | $396.13M | +2 | −5 |
| Q1 2026 | 23 | +3 | 12.25M | $431.57M | +6 | −3 |
| Q4 2025 | 20 | +1 | 8.73M | $249.29M | +1 | — |
| Q3 2025 | 2 | 0 | 6.72M | $192.62M | — | — |
| Q2 2025 | 1 | 0 | 5.16M | $140.51M | — | — |
| Q1 2025 | 1 | +1 | 6.12M | $169.71M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passiv) | 5.61M | -16.6% | $160.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | LPL Financial LLC | 984.53K | — | $28.11M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 937.14K | — | $26.76M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Assetmark, Inc | 636.29K | — | $18.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 187.57K | — | $5.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 187.57K | — | $5.36M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 87.38K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 87.38K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 87.38K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 69.64K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 64.32K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Tidal Investments LLC | 45.06K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 32.85K | — | $937,849 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 22.62K | Neu | $645,801 | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 20.68K | — | $590,480 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 20.68K | — | $590,480 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 19.27K | — | $550,187 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 19.27K | — | $550,187 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 19.27K | — | $550,187 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 7.99K | — | $228,115 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 1.77K | — | $51,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.60K | — | $46,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 1.40K | — | $40,084 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 632 | +643.5% | $18,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 325 | — | $9,279 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 325 | — | $9,279 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 203 | — | $5,796 | 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
| Goldman Sachs Group | $645,801 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 123 Inhaber, 17.56M Anteile, $599.35M 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.