CLOI
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +5.3% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 19.89K | $1.05M | n/a | n/a |
| Q2 2026 | 28 | +5 | 3.95M | $209.33M | +5 | n/a |
| Q1 2026 | 24 | +2 | 3.02M | $159.31M | +7 | −5 |
| Q4 2025 | 22 | 0 | 3.55M | $187.55M | n/a | n/a |
| Q3 2025 | 2 | -1 | 164.46K | $8.73M | n/a | −1 |
| Q2 2025 | 1 | 0 | 28.05K | $1.49M | n/a | n/a |
| Q1 2025 | 1 | 0 | 72.72K | $3.84M | n/a | n/a |
| Q4 2024 | 1 | +1 | 23.74K | $1.25M | +1 | n/a |
| Q2 2024 | 1 | n/a | 68.84K | $3.64M | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.03M | n/a | $107.08M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 321.04K | n/a | $16.95M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 270.21K | +64.8% | $14.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 194.16K | n/a | $10.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 169.16K | n/a | $8.93M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 129.85K | n/a | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 101.29K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 94.15K | n/a | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 74.08K | +16075.3% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Jane Street Group, Llc | 43.43K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 38.01K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 30.14K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 20.85K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 14.02K | n/a | $740,290 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 12.38K | n/a | $654,015 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 6.82K | n/a | $359,900 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 2.68K | n/a | $141,531 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 705 | n/a | $37,231 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Cwm, Llc | 263 | n/a | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 224 | n/a | $11,829 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 218 | n/a | $11,513 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 112 | n/a | $5,915 | 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
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 165 Inhaber, 14.60M Anteile, $756.64M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.