DBL
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.3% ·
Aktienfluss -7.5% ·
neue Nettopositionen +5.0%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| 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 | 569.22K | +0.1% | $8.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 569.22K | +0.1% | $8.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 562.53K | +0.4% | $8.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 562.53K | +0.4% | $8.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 375.82K | +22.7% | $5.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 312.29K | +1.9% | $4.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 274.79K | +2.4% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 274.79K | +2.4% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 230.76K | -1.6% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 175.30K | -12.6% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Invesco Ltd. | 158.31K | +1.4% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 145.85K | -69.3% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 135.78K | -12.3% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 135.78K | -12.3% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 45.66K | +6.8% | $666,617 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 31.58K | +49.7% | $461,107 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 25.95K | +51.6% | $378,874 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 19.75K | +54.3% | $288,350 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 16.61K | -10.6% | $242,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 12.95K | -26.4% | $189,199 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 12.29K | Neu | $179,449 | 0.0% | New | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 10.80K | 0.0% | $157,680 | 0.0% | Held | 2 | SEC ↗ |
| 23 | TD Waterhouse Canada Inc. | 5.49K | 0.0% | $80,330 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 3.75K | Neu | $54,750 | 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
| Susquehanna International… | $179,449 | 0.0% |
| Fifth Third Bancorp | $54,750 | 0.0% |
Ausgestiegen
| Jones Financial Companies Lllp | $10,263 | war 0.0% |
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.