Wertpapierdatensatz · archiviertes Quartal
CTA
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
+1Δ Inhaber
14.92MGehaltene Aktien
$447.06MGemeldeter Wert
+5Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.1% ·
Aktienfluss +28.4% ·
neue Nettopositionen +3.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +4 | 18.37M | $471.61M | +8 | −4 |
| Q1 2026 | 33 | +1 | 14.92M | $447.06M | +5 | −4 |
| Q4 2025 | 32 | +1 | 11.62M | $318.10M | +1 | — |
| Q3 2025 | 2 | -1 | 755.51K | $21.13M | — | −1 |
| Q2 2025 | 1 | 0 | 64.17K | $1.72M | — | — |
| Q1 2025 | 1 | +1 | 7.34K | $217,382 | +1 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.47M | +336.9% | $135.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 2.11M | -27.2% | $59.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Citigroup Inc | 1.35M | +1756.8% | $40.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 1.27M | +153.4% | $38.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 1.05M | -1.7% | $31.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 809.77K | +21545.9% | $24.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 809.77K | +21545.9% | $24.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 683.58K | +29.3% | $20.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Assetmark, Inc | 526.11K | -6.7% | $15.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 435.21K | +273.8% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 381.96K | +3.0% | $11.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 373.26K | +11.3% | $11.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 373.26K | +11.3% | $11.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 286.18K | +33807.7% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 286.18K | +33807.7% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 190.67K | -19.6% | $5.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 190.67K | -19.6% | $5.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 188.56K | -34.6% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 188.56K | -34.6% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 188.56K | -34.6% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cwm, Llc | 187.25K | -93.6% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 165.10K | +27.0% | $4.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 82.41K | -4.0% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 82.41K | -4.0% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 82.41K | -4.0% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 82.41K | -4.0% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 67.13K | -57.8% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank Of Nova Scotia | 66.00K | 0.0% | $1.99M | 0.0% | Held | 2 | SEC ↗ |
| 29 | Mariner, LLC | 59.66K | +20.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mariner, LLC | 59.66K | +20.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 43.94K | Neu | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 27.60K | -6.7% | $834,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 22.77K | -7.7% | $686,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Tidal Investments LLC | 17.40K | Neu | $525,737 | 0.0% | New | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 13.28K | +8.5% | $401,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cetera Investment Advisers | 12.15K | -43.5% | $367,329 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Creative Planning | 12.08K | +19.6% | $365,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 10.40K | -5.4% | $314,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 4.55K | +1896.5% | $139,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Simplex Trading, Llc | 1.70K | Neu | $51,374 | 0.0% | New | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 1.47K | +0.3% | $44,525 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.43K | Neu | $43,245 | 0.0% | New | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 387 | Neu | $11,695 | 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
| Citadel Advisors | $1.33M | 0.0% |
| Tidal Investments LLC | $525,737 | 0.0% |
| Simplex Trading, Llc | $51,374 | 0.0% |
| Fifth Third Bancorp | $43,245 | 0.0% |
| Pnc Financial Services Group… | $11,695 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $1.95M | war 0.0% |
| Rockefeller Capital… | $2,344 | war 0.0% |
| Jones Financial Companies Lllp | $1,799 | war 0.0% |
| Us Bancorp \De\ | $1,418 | war 0.0% |
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.
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: Q1 2026 ·
Methodik ·
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