CZA
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.3% ·
Aktienfluss -30.0% ·
neue Nettopositionen +3.2%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -2 | 475.27K | $58.28M | n/a | −2 |
| Q1 2026 | 31 | +1 | 542.68K | $59.78M | +4 | −3 |
| Q4 2025 | 30 | +1 | 895.64K | $99.27M | +1 | n/a |
| Q3 2025 | 4 | -1 | 143.97K | $15.82M | n/a | −1 |
| Q2 2025 | 2 | 0 | 8.87K | $946,168 | n/a | n/a |
| Q1 2025 | 1 | 0 | 7.51K | $780,103 | n/a | n/a |
| Q4 2024 | 1 | 0 | 2.15K | $223,364 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.96K | $428,710 | n/a | n/a |
| Q2 2024 | 1 | n/a | 3.97K | $387,814 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 137.09K | +5.3% | $15.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 106.64K | -2.0% | $11.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 69.28K | -6.8% | $7.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | IMC-Chicago, LLC | 35.33K | +26.2% | $3.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 35.26K | -2.8% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 23.59K | -2.9% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 18.73K | +39.0% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 18.49K | +7.9% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 14.20K | -8.2% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 9.61K | +6.7% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 8.05K | +9.1% | $886,530 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 8.02K | +57.3% | $862,447 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Quantinno Capital Management LP | 7.82K | 0.0% | $860,815 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 6.97K | -18.3% | $767,384 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 6.18K | -2.2% | $680,695 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 5.83K | -30.4% | $641,729 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 5.73K | Neu | $631,375 | 0.0% | New | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 5.63K | -2.5% | $620,520 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cwm, Llc | 3.68K | -13.5% | $405,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 3.68K | -6.4% | $405,700 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 3.20K | 0.0% | $352,697 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Creative Planning | 2.50K | -0.4% | $275,263 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 2.21K | 0.0% | $243,430 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Mariner, LLC | 1.94K | -3.7% | $213,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | BlackRock ✦ (passiv) | 1.42K | Neu | $156,081 | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS Group AG | 702 | Neu | $77,324 | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Northwestern Mutual Wealth… | 449 | 0.0% | $49,457 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Blair William & Co/Il | 135 | 0.0% | $14,870 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 127 | 0.0% | $13,989 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 110 | Neu | $12,145 | 0.0% | New | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 98 | -90.3% | $10,550 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Susquehanna International… | $631,375 | 0.0% |
| BlackRock | $156,081 | 0.0% |
| UBS Group AG | $77,324 | 0.0% |
| Fifth Third Bancorp | $12,145 | 0.0% |
Ausgestiegen
| Toronto Dominion Bank | $39.89M | war 0.1% |
| Wealth Enhancement Advisory… | $1.07M | war 0.0% |
| Rockefeller Capital… | $3,546 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 63 Inhaber, 722.77K Anteile, $76.20M 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.