Wertpapierdatensatz · archiviertes Quartal
CGBD
Name ausstehend, Profil-Einspeisung läuft
52Erfasste Halter
-1Δ Inhaber
14.80MGehaltene Aktien
$185.01MGemeldeter Wert
+2Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -1.9% ·
Aktienfluss +0.7% ·
neue Nettopositionen -1.9%
· Formel
Konzentrierte Akkumulation: steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 27.76K | $292,569 | n/a | n/a |
| Q2 2026 | 47 | 0 | 14.62M | $153.96M | +5 | −5 |
| Q1 2026 | 48 | -4 | 15.21M | $166.37M | +4 | −8 |
| Q4 2025 | 52 | -1 | 14.80M | $185.01M | +2 | −3 |
| Q3 2025 | 9 | +2 | 4.00M | $49.95M | +3 | −1 |
| Q2 2025 | 4 | 0 | 570.65K | $7.81M | n/a | n/a |
| Q1 2025 | 3 | +1 | 543.63K | $8.80M | +1 | n/a |
| Q4 2024 | 2 | -2 | 310.33K | $5.56M | n/a | −2 |
| Q3 2024 | 4 | +1 | 438.45K | $7.44M | +2 | −1 |
| Q2 2024 | 3 | n/a | 448.34K | $7.95M | n/a | n/a |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 3.47M | n/a | $43.29M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.57M | +6.7% | $32.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Invesco Ltd. | 887.66K | n/a | $11.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 862.26K | n/a | $10.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Two Sigma Investments ✦ | 737.40K | +1.4% | $9.21M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Mariner, LLC | 543.89K | n/a | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Sumitomo Mitsui Trust Group, Inc. | 519.74K | n/a | $6.49M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Legal & General Group Plc | 518.84K | n/a | $6.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Toronto Dominion Bank | 500.00K | n/a | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 494.13K | +0.2% | $6.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 428.52K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Corient Private Wealth LP | 349.30K | n/a | $4.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Bank Of America Corp /De/ | 344.42K | n/a | $4.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Wells Fargo & Company/Mn | 269.72K | n/a | $3.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Jane Street Group, Llc | 256.47K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Russell Investments Group, Ltd. | 202.64K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 151.75K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 138.13K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 130.89K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | JPMorgan Chase ✦ | 121.61K | +182.8% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | LPL Financial LLC | 109.90K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Universal- Beteiligungs- und… | 100.25K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 79.09K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 76.31K | n/a | $953,176 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 75.92K | n/a | $948,246 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Neuberger Berman Group LLC | 73.08K | n/a | $912,819 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 71.75K | n/a | $896,207 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 70.17K | n/a | $876,439 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 69.96K | Neu | $873,788 | 0.0% | New | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 64.96K | n/a | $811,318 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Osaic Holdings, Inc. | 57.07K | n/a | $713,015 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Connor, Clark & Lunn Investment… | 50.26K | n/a | $627,785 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 50.00K | n/a | $624,500 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 49.17K | n/a | $614,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | AQR Capital Management ✦ | 41.47K | Neu | $517,973 | 0.0% | New | 1 | SEC ↗ |
| 36 | Millennium Management ✦ | 36.07K | -60.5% | $450,477 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 34.12K | n/a | $426,150 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 28.75K | n/a | $364,038 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mackenzie Financial Corp | 27.47K | n/a | $348,406 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fisher Asset Management ✦ | 22.46K | 0.0% | $280,537 | 0.0% | Held | 6 | SEC ↗ |
| 41 | Northern Trust Corp | 21.68K | n/a | $270,746 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Squarepoint Ops LLC | 21.47K | n/a | $268,160 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 17.56K | n/a | $219,349 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 14.63K | n/a | $182,897 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Nomura Holdings Inc | 14.38K | n/a | $179,544 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Stifel Financial Corp | 13.52K | n/a | $168,865 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Cwm, Llc | 9.34K | n/a | $117,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 3.68K | n/a | $45,938 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 1.53K | n/a | $19,110 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Nomura Asset Management Co Ltd | 369 | n/a | $4,609 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Simplex Trading, Llc | 189 | n/a | $2,360 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citigroup Inc | 1 | n/a | $12 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Citadel Advisors | $873,788 | 0.0% |
| AQR Capital Management | $517,973 | 0.0% |
Ausgestiegen
| Marshall Wace | $1.76M | war 0.0% |
| D. E. Shaw & Co. | $599,538 | war 0.0% |
| Goldman Sachs Group | $216,113 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 152 Inhaber, 25.49M Anteile, $259.04M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
Käufe auf dem offenen Markt (P)
Keine Insider-Käufe auf dem offenen Markt in unserem Erfassungszeitraum.
Verkäufe auf dem offenen Markt (S)
Aug 12
Nestor John G.
Director · 3.11K Ant. · $34,815
Aug 12
Nestor John G.
Director · 87 Ant. · $978
Aug 12
Nestor John G.
Director · 8.63K Ant. · $96,781
Aug 12
Nestor John G.
Director · 4.98K Ant. · $55,668
Zuteilungen, Ausübungen und Steuereinbehalte werden hier nie als Käufe oder Verkäufe gezählt. Methodik
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 ·
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