CPZ
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +14.3% ·
Aktienfluss +3.2% ·
neue Nettopositionen +12.5%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +3 | 2.36M | $30.93M | +4 | −1 |
| Q1 2026 | 16 | +2 | 2.35M | $31.86M | +3 | −1 |
| Q4 2025 | 14 | 0 | 2.27M | $33.25M | — | — |
| Q3 2025 | 1 | — | 789.74K | $12.76M | — | — |
| Q4 2024 | 1 | 0 | 32.69K | $484,852 | — | — |
| Q3 2024 | 1 | +1 | 129.39K | $2.03M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 981.25K | +7.7% | $13.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 981.25K | +7.7% | $13.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 364.25K | -2.6% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 364.25K | -2.6% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 262.52K | +8.9% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 238.15K | +1.4% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 238.15K | +1.4% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 130.96K | -15.3% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 93.80K | +5.7% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 79.05K | +0.6% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 58.47K | +14.9% | $793,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 36.47K | +1.8% | $494,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 18.38K | +0.2% | $249,430 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fifth Third Bancorp | 16.87K | Neu | $228,899 | 0.0% | New | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 16.48K | Neu | $223,559 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 16.12K | -71.8% | $218,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 16.12K | -71.8% | $218,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 13.48K | -13.5% | $183,881 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Invesco Ltd. | 11.24K | +0.3% | $152,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 10.06K | Neu | $136,541 | 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
| Fifth Third Bancorp | $228,899 | 0.0% |
| Envestnet Asset Management Inc | $223,559 | 0.0% |
| Susquehanna International… | $136,541 | 0.0% |
Ausgestiegen
| Bank Of America Corp /De/ | $37,383 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 58 Inhaber, 5.87M Anteile, $59.86M 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.