CRF
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +5.8% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -2 | 5.63M | $40.41M | +2 | −4 |
| Q1 2026 | 24 | 0 | 4.94M | $34.34M | +5 | −5 |
| Q4 2025 | 24 | +2 | 4.67M | $37.40M | +2 | n/a |
| Q3 2025 | 4 | -2 | 294.93K | $2.37M | n/a | −2 |
| Q2 2025 | 5 | +2 | 100.70K | $780,452 | +2 | n/a |
| Q1 2025 | 1 | 0 | 87.23K | $626,352 | +1 | −1 |
| Q4 2024 | 1 | 0 | 10.45K | $90,767 | n/a | n/a |
| Q3 2024 | 1 | -1 | 34.34K | $277,770 | n/a | −1 |
| Q2 2024 | 2 | n/a | 88.10K | $691,609 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.98M | +5.0% | $13.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 882.18K | +10.1% | $6.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 848.91K | +19.9% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 233.47K | -0.4% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 231.66K | -2.7% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Baird Financial Group, Inc. | 179.26K | +0.7% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 162.40K | +8.3% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 120.75K | +3.9% | $839,233 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 49.44K | -3.3% | $343,577 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 43.87K | +0.3% | $304,897 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 41.05K | Neu | $285,331 | 0.0% | New | 1 | SEC ↗ |
| 12 | Toronto Dominion Bank | 32.60K | +8.7% | $226,598 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | BlackRock ✦ (passiv) | 29.83K | 0.0% | $207,343 | 0.0% | Held | 4 | SEC ↗ |
| 14 | Mariner, LLC | 21.58K | +1.1% | $149,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Hrt Financial Lp | 18.40K | -62.0% | $127,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 16.11K | Neu | $111,961 | 0.0% | New | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 14.85K | 0.0% | $103,235 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 11.79K | Neu | $81,974 | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 10.36K | Neu | $72,002 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 7.21K | Neu | $50,137 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 3.32K | +43.1% | $23,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 3.23K | +5.6% | $21,387 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cwm, Llc | 268 | 0.0% | $1,863 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1 | 0.0% | $4 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Cerity Partners LLC | $285,331 | 0.0% |
| Mercer Global Advisors Inc… | $111,961 | 0.0% |
| Stifel Financial Corp | $81,974 | 0.0% |
| Citadel Advisors | $72,002 | 0.0% |
| UBS Group AG | $50,137 | 0.0% |
Ausgestiegen
| Susquehanna International… | $538,929 | war 0.0% |
| Fisher Asset Management | $100,189 | war 0.0% |
| Wealth Enhancement Advisory… | $91,492 | war 0.0% |
| Millennium Management | $89,560 | war 0.0% |
| Goldman Sachs Group | $80,100 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 94 Inhaber, 26.34M Anteile, $138.00M 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.
Käufe auf dem offenen Markt (P)
Officer, Director · Vice Chairman and… · 20.00K Ant. @ 5.88 · $117,600
Director · 1.50K Ant. @ 6.41 · $9,608
Verkäufe auf dem offenen Markt (S)
Keine Insider-Verkäufe auf dem offenen Markt in unserem Erfassungszeitraum.
Zuteilungen, Ausübungen und Steuereinbehalte werden hier nie als Käufe oder Verkäufe gezählt. Methodik