CTA
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.2% ·
Aktienfluss -3.8% ·
neue Nettopositionen +3.1%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 2.89M | n/a | $80.16M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 2.94M | n/a | $80.14M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 1.07M | n/a | $29.23M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.02M | n/a | $27.87M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Assetmark, Inc | 563.94K | n/a | $15.37M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 528.67K | n/a | $14.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 503.10K | n/a | $13.71M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 370.81K | n/a | $10.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 335.44K | n/a | $9.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 288.27K | +1.7% | $7.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 237.07K | n/a | $6.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Baird Financial Group, Inc. | 159.13K | n/a | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 130.01K | n/a | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 116.43K | n/a | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 85.88K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Citigroup Inc | 72.50K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 71.44K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Bank Of Nova Scotia | 66.00K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 49.44K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 29.58K | n/a | $806,470 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 24.67K | n/a | $672,613 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 21.52K | n/a | $586,550 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 12.24K | n/a | $333,608 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 11.00K | Neu | $299,805 | 0.0% | New | 1 | SEC ↗ |
| 25 | Creative Planning | 10.10K | n/a | $275,353 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 3.74K | n/a | $101,980 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 1.47K | n/a | $40,043 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 844 | n/a | $22,996 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | JPMorgan Chase ✦ | 228 | -100.0% | $6,215 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 86 | n/a | $2,344 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 66 | n/a | $1,799 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 52 | n/a | $1,418 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| AQR Capital Management | $299,805 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 234 Inhaber, 37.32M Anteile, $1.11B 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.