Wertpapierdatensatz · archiviertes Quartal
CHI
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
-2Δ Inhaber
12.03MGehaltene Aktien
$129.18MGemeldeter Wert
+1Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -6.1% ·
Aktienfluss +3.1% ·
neue Nettopositionen -6.5%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
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 · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.63M | +5.9% | $28.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 2.38M | +8.7% | $25.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.41M | +1.2% | $15.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.36M | +0.9% | $14.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.36M | +0.9% | $14.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 673.70K | -7.6% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 643.32K | -2.4% | $6.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 643.32K | -2.4% | $6.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 591.24K | +8.9% | $6.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 565.06K | +1.8% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 301.68K | -6.4% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 301.68K | -6.4% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 224.51K | +3.9% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 224.51K | +3.9% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 224.51K | +3.9% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 219.80K | +0.7% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 186.57K | -12.3% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 155.58K | +3.8% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 143.22K | 0.0% | $1.54M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 84.83K | Neu | $911,096 | 0.0% | New | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 79.24K | +6.7% | $851,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Sei Investments Co | 65.67K | +39.7% | $705,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 55.30K | +35.1% | $593,901 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northern Trust Corp | 53.63K | +20.3% | $575,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 35.92K | -45.6% | $401,556 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 26.59K | 0.0% | $285,577 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 26.59K | 0.0% | $285,577 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 26.59K | 0.0% | $285,577 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 26.59K | 0.0% | $285,577 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Mariner, LLC | 23.40K | +0.1% | $251,333 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 22.81K | -24.3% | $244,995 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 21.46K | -5.0% | $230,451 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 19.90K | -62.0% | $213,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 19.32K | +4.1% | $207,486 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jane Street Group, Llc | 19.32K | +4.1% | $207,486 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 15.39K | +18.6% | $165,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 11.00K | 0.0% | $118,172 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Cwm, Llc | 5.18K | +42.3% | $55,625 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 2.20K | +47.0% | $23,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 241 | 0.0% | $2,588 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Fifth Third Bancorp | $911,096 | 0.0% |
Ausgestiegen
| Hrt Financial Lp | $147,000 | war 0.0% |
| Cerity Partners LLC | $119,839 | war 0.0% |
| Citigroup Inc | $283 | war 0.0% |
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: Q1 2026 ·
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