Wertpapierdatensatz · archiviertes Quartal
CSM
Name ausstehend – Profil wird eingelesen
32Erfasste Halter
0Δ Inhaber
2.25MGehaltene Aktien
$179.20MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -0.2% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | 0 | 2.19M | $186.55M | +2 | −2 |
| Q1 2026 | 32 | 0 | 2.23M | $166.76M | +3 | −3 |
| Q4 2025 | 32 | 0 | 2.25M | $179.20M | — | — |
| Q3 2025 | 4 | +1 | 825.93K | $63.24M | +1 | — |
| Q2 2025 | 1 | — | 9.61K | $677,068 | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 799.73K | -1.7% | $63.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 799.73K | -1.7% | $63.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 799.73K | -1.7% | $63.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Kayne Anderson Rudnick Investment… | 380.40K | — | $30.26M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 293.12K | — | $23.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 121.56K | — | $9.69M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 98.93K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 76.81K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 76.81K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 76.81K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 76.81K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 69.75K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 69.75K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 69.75K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 65.42K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 65.42K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 48.41K | — | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 48.41K | — | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 47.40K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 47.40K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 41.41K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 34.20K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 32.83K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 29.97K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 13.20K | +266.7% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 12.63K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 12.61K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 12.61K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 12.61K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 12.61K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 11.93K | — | $950,255 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 7.68K | — | $612,256 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 7.50K | -6.3% | $597,627 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Empower Advisory Group, LLC | 7.03K | — | $559,911 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Hrt Financial Lp | 5.94K | — | $472,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 5.61K | — | $447,005 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 5.42K | — | $431,758 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Financial Engines Advisors L.L.C. | 4.40K | — | $350,273 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mariner, LLC | 4.00K | — | $318,513 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 3.08K | — | $245,733 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 2.90K | — | $234,084 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | First Trust Advisors Lp | 2.90K | — | $230,951 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 2.14K | — | $170,834 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 369 | -50.0% | $29,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Fifth Third Bancorp | 310 | — | $24,701 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter 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): 100 Inhaber, 3.39M Anteile, $249.36M 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: Q4 2025 ·
Methodik ·
Über die API abrufen