Wertpapierdatensatz · archiviertes Quartal
CHI
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
0Δ Inhaber
11.67MGehaltene Aktien
$122.29MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -0.3% · 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 | 29 | -1 | 12.67M | $170.29M | +2 | −3 |
| Q1 2026 | 31 | -2 | 12.03M | $129.18M | +1 | −3 |
| Q4 2025 | 33 | 0 | 11.67M | $122.29M | — | — |
| Q3 2025 | 1 | — | 1.43M | $15.46M | — | — |
| Q3 2024 | 1 | +1 | 10.26K | $119,368 | +1 | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.48M | — | $26.03M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 2.19M | — | $22.93M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 2.19M | — | $22.93M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.40M | -2.5% | $14.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.40M | -2.5% | $14.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.35M | — | $14.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.35M | — | $14.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 729.26K | — | $7.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 659.37K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 659.37K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 554.99K | — | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 543.00K | — | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 322.26K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 322.26K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 218.30K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 216.09K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 216.09K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 216.09K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 212.67K | — | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 149.85K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 143.22K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 74.30K | — | $778,635 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 66.02K | — | $721,622 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 52.30K | — | $548,135 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Sei Investments Co | 47.02K | — | $492,750 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northern Trust Corp | 44.56K | — | $467,031 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 40.92K | — | $428,842 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 30.12K | — | $315,673 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 26.59K | — | $278,663 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 26.59K | — | $278,663 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 26.59K | — | $278,663 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 26.59K | — | $278,663 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mariner, LLC | 23.38K | — | $245,019 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 22.58K | — | $236,632 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jane Street Group, Llc | 18.56K | — | $194,540 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jane Street Group, Llc | 18.56K | — | $194,540 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Hrt Financial Lp | 14.10K | — | $147,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 12.98K | — | $136,018 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cerity Partners LLC | 11.44K | — | $119,839 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Creative Planning | 11.00K | — | $115,322 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cwm, Llc | 3.64K | — | $38,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 1.50K | — | $15,668 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 241 | — | $2,526 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citigroup Inc | 27 | — | $283 | 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): 133 Inhaber, 17.93M Anteile, $187.88M 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 ·
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