Wertpapierdatensatz · archiviertes Quartal
CGW
Name ausstehend, Profil-Einspeisung läuft
42Erfasste Halter
-1Δ Inhaber
3.64MGehaltene Aktien
$229.40MGemeldeter Wert
+0Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.3% ·
Aktienfluss -1.1% ·
neue Nettopositionen -2.4%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.39K | $909,936 | n/a | n/a |
| Q2 2026 | 44 | 0 | 3.96M | $260.12M | +4 | −5 |
| Q1 2026 | 46 | +3 | 3.99M | $255.07M | +4 | −1 |
| Q4 2025 | 42 | -1 | 3.64M | $229.40M | n/a | −1 |
| Q3 2025 | 4 | 0 | 969.16K | $62.26M | n/a | n/a |
| Q2 2025 | 2 | 0 | 19.28K | $1.21M | n/a | n/a |
| Q1 2025 | 1 | +1 | 8.24K | $458,830 | +1 | n/a |
| Q3 2024 | 1 | 0 | 5.29K | $323,442 | n/a | n/a |
| Q2 2024 | 1 | n/a | 19.84K | $1.10M | n/a | n/a |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 909.56K | +4.5% | $57.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 444.69K | n/a | $28.02M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | UBS Group AG | 444.19K | n/a | $27.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | 1832 Asset Management L.P. | 337.52K | n/a | $21.27M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 169.18K | n/a | $10.66M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 158.96K | n/a | $10.02M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Ameriprise Financial Inc | 154.27K | n/a | $9.72M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 136.89K | n/a | $8.63M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 117.90K | n/a | $7.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Northwestern Mutual Wealth… | 102.37K | n/a | $6.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 94.91K | n/a | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 92.12K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 63.63K | n/a | $4.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Royal Bank Of Canada | 59.70K | n/a | $3.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | National Bank Of Canada /Fi/ | 53.28K | n/a | $3.35M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bnp Paribas Financial Markets | 37.30K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 32.13K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 31.34K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 26.39K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 25.44K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Northern Trust Corp | 19.30K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Us Bancorp \De\ | 17.53K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Cerity Partners LLC | 16.30K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 14.05K | n/a | $885,421 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 11.95K | +3.7% | $752,671 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 10.01K | n/a | $642,529 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 8.63K | n/a | $543,744 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Creative Planning | 7.62K | n/a | $479,958 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 7.45K | -46.4% | $469,638 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 30 | Corient Private Wealth LP | 7.18K | n/a | $452,731 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 5.95K | n/a | $375,118 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 4.30K | n/a | $273,392 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | TD Waterhouse Canada Inc. | 4.12K | n/a | $259,378 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Lido Advisors, LLC | 3.19K | n/a | $202,959 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Citigroup Inc | 3.17K | n/a | $199,452 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 2.94K | n/a | $185,334 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 2.44K | n/a | $154,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.50K | n/a | $94,517 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 565 | n/a | $35,601 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | UBS AM, a distinct business unit of… | 313 | n/a | $19,722 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 130 | n/a | $8,191 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 71 | n/a | $4,474 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Citadel Advisors | $4.69M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 199 Inhaber, 6.46M Anteile, $401.38M 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.
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 ·
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