Wertpapierdatensatz · archiviertes Quartal
CSQ
Name ausstehend – Profil wird eingelesen
35Erfasste Halter
-1Δ Inhaber
24.93MGehaltene Aktien
$478.57MGemeldeter Wert
+0Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.8% ·
Aktienfluss -0.5% ·
neue Nettopositionen -2.9%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +3 | 25.98M | $534.16M | +3 | — |
| Q1 2026 | 39 | +4 | 25.59M | $438.18M | +5 | −1 |
| Q4 2025 | 35 | -1 | 24.93M | $478.57M | — | −1 |
| Q3 2025 | 4 | 0 | 4.38M | $84.58M | — | — |
| Q2 2025 | 1 | +1 | 22.66K | $413,282 | +1 | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.77M | — | $91.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.77M | — | $91.65M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.77M | — | $91.65M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 4.77M | — | $91.65M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.21M | -2.1% | $80.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.21M | -2.1% | $80.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 4.21M | -2.1% | $80.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 4.21M | -2.1% | $80.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 3.93M | — | $75.48M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 3.93M | — | $75.48M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.06M | — | $58.70M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 3.06M | — | $58.70M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 3.06M | — | $58.70M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 2.09M | — | $40.18M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 2.09M | — | $40.18M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 2.09M | — | $40.18M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.03M | — | $38.91M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.03M | — | $38.91M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | LPL Financial LLC | 1.21M | — | $23.15M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 754.79K | — | $14.49M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 670.23K | — | $12.87M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 393.04K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 393.04K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 393.04K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 300.40K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 300.40K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 299.16K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Truist Financial Corp | 285.90K | — | $5.49M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 165.01K | — | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 117.25K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 97.27K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 96.07K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 91.62K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Invesco Ltd. | 84.50K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 55.17K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 55.17K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 55.17K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 55.17K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Corient Private Wealth LP | 36.14K | — | $695,196 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Corient Private Wealth LP | 36.14K | — | $695,196 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 31.65K | 0.0% | $607,603 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 24.64K | — | $479,494 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 23.66K | — | $454,234 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Baird Financial Group, Inc. | 23.66K | — | $454,234 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Empower Advisory Group, LLC | 18.41K | — | $353,453 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 15.65K | +112.8% | $300,506 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 15.65K | +112.8% | $300,506 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 15.65K | +112.8% | $300,506 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Mml Investors Services, Llc | 14.28K | — | $274,206 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Neuberger Berman Group LLC | 11.14K | — | $213,811 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Mercer Global Advisors Inc /Adv | 10.59K | — | $203,391 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Kayne Anderson Rudnick Investment… | 10.06K | — | $193,210 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Northwestern Mutual Wealth… | 9.91K | — | $190,291 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Cwm, Llc | 7.44K | — | $143,000 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Us Bancorp \De\ | 2.24K | — | $42,950 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Assetmark, Inc | 642 | — | $12,327 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 0 | — | $4 | 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
| Citadel Advisors | $872,062 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 217 Inhaber, 38.48M Anteile, $654.65M 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 ·
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