CLOI
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +9.1% ·
Aktienfluss -14.9% ·
neue Nettopositionen +8.3%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +5 | 3.95M | $209.33M | +5 | — |
| Q1 2026 | 24 | +2 | 3.02M | $159.31M | +7 | −5 |
| Q4 2025 | 22 | 0 | 3.55M | $187.55M | — | — |
| Q3 2025 | 2 | -1 | 164.46K | $8.73M | — | −1 |
| Q2 2025 | 1 | 0 | 28.05K | $1.49M | — | — |
| Q1 2025 | 1 | 0 | 72.72K | $3.84M | — | — |
| Q4 2024 | 1 | +1 | 23.74K | $1.25M | +1 | — |
| Q2 2024 | 1 | — | 68.84K | $3.64M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.79M | -11.7% | $94.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 250.90K | +48.3% | $13.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 185.87K | -4.3% | $9.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 161.11K | +117.5% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 161.11K | +117.5% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 137.37K | +5.8% | $7.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 111.57K | -65.2% | $5.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 94.28K | -6.9% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 94.28K | -6.9% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 94.28K | -6.9% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 88.93K | -5.5% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 65.21K | +71.5% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 65.21K | +71.5% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 65.21K | +71.5% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 42.39K | Neu | $2.23M | 0.0% | New | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 28.13K | Neu | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 22.42K | -25.6% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 13.67K | -34.4% | $717,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 9.70K | -30.8% | $511,342 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 7.35K | -40.6% | $387,345 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 7.35K | -40.6% | $387,345 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 6.92K | Neu | $364,684 | 0.0% | New | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 2.60K | +269.1% | $137,133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 2.60K | +269.1% | $137,133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 1.81K | -32.5% | $95,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cwm, Llc | 1.23K | +366.9% | $64,705 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 732 | Neu | $38,548 | 0.0% | New | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 732 | Neu | $38,548 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 612 | Neu | $32,252 | 0.0% | New | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 247 | +10.3% | $13,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passiv) | 54 | Neu | $2,846 | 0.0% | New | 1 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 1 | Neu | $53 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $2.23M | 0.0% |
| Susquehanna International… | $1.48M | 0.0% |
| Raymond James Financial Inc | $364,684 | 0.0% |
| JPMorgan Chase | $38,548 | 0.0% |
| JPMorgan Chase | $38,548 | 0.0% |
| Fifth Third Bancorp | $32,252 | 0.0% |
| BlackRock | $2,846 | 0.0% |
| Russell Investments Group… | $53 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $14.27M | war 0.0% |
| Jane Street Group, Llc | $2.29M | war 0.0% |
| Quantinno Capital Management… | $359,900 | war 0.0% |
| Bank Of America Corp /De/ | $11,513 | war 0.0% |
| Pnc Financial Services Group… | $5,915 | war 0.0% |
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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.