DBL
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +0.4% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +2 | 3.19M | $45.80M | +3 | −1 |
| Q1 2026 | 20 | +1 | 3.13M | $45.63M | +2 | −1 |
| Q4 2025 | 19 | 0 | 3.38M | $51.52M | — | — |
| Q3 2025 | 1 | — | 546.91K | $8.52M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 568.35K | — | $8.67M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 568.35K | — | $8.67M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 568.35K | — | $8.67M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 560.50K | +2.5% | $8.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 560.50K | +2.5% | $8.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 560.50K | +2.5% | $8.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 475.87K | — | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 306.39K | — | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 306.20K | — | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 268.44K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 268.44K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 234.50K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 200.64K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Invesco Ltd. | 156.06K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 154.78K | — | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 154.78K | — | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 42.76K | — | $652,116 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 21.09K | — | $321,684 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 18.57K | — | $283,120 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 17.59K | — | $268,350 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 17.11K | — | $260,969 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 12.80K | — | $195,200 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 10.80K | — | $164,700 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 5.49K | — | $83,677 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 673 | — | $10,263 | 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): 72 Inhaber, 10.49M Anteile, $104.05M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.