DDEC
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.3% ·
Aktienfluss -3.0% ·
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 | 18 | -1 | 1.10M | $52.19M | +2 | −3 |
| Q1 2026 | 20 | +1 | 1.07M | $47.36M | +4 | −3 |
| Q4 2025 | 19 | +1 | 1.10M | $49.71M | +1 | — |
| Q3 2025 | 3 | -1 | 18.22K | $797,402 | — | −1 |
| Q2 2025 | 1 | 0 | 12.83K | $535,673 | — | — |
| Q1 2025 | 1 | +1 | 8.99K | $352,026 | +1 | — |
| Q3 2024 | 1 | 0 | 13.29K | $524,862 | — | — |
| Q2 2024 | 1 | — | 20.14K | $775,638 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 198.34K | -19.8% | $8.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 198.34K | -19.8% | $8.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 193.28K | -1.3% | $8.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 175.95K | +1.9% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 139.79K | +6.3% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 117.18K | +32.1% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cwm, Llc | 75.67K | +12.2% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 53.42K | +7.8% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 53.42K | +7.8% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 35.07K | +24.1% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 20.83K | +153.4% | $922,397 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Hrt Financial Lp | 18.13K | Neu | $802,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 12.27K | -39.0% | $543,316 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 7.49K | -39.8% | $331,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 6.78K | -66.5% | $301,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mariner, LLC | 6.70K | -15.8% | $296,676 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 5.62K | +140475.0% | $245,163 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 5.62K | +140475.0% | $245,163 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Barclays Plc | 1.78K | 0.0% | $79,040 | 0.0% | Held | 2 | SEC ↗ |
| 20 | UBS Group AG | 527 | Neu | $23,336 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 472 | 0.0% | $20,900 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 279 | Neu | $12,176 | 0.0% | New | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 37 | Neu | $1,638 | 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
| Hrt Financial Lp | $802,000 | 0.0% |
| UBS Group AG | $23,336 | 0.0% |
| Jones Financial Companies Lllp | $12,176 | 0.0% |
| Wells Fargo & Company/Mn | $1,638 | 0.0% |
Ausgestiegen
| IMC-Chicago, LLC | $934,761 | war 0.0% |
| Jane Street Group, Llc | $932,281 | war 0.0% |
| Goldman Sachs Group | $376,637 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 126 Inhaber, 4.08M Anteile, $174.25M 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.