DFNM
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.4% ·
Aktienfluss -0.9% ·
neue Nettopositionen +3.3%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +2 | 8.89M | $429.68M | +4 | −2 |
| Q1 2026 | 31 | +1 | 7.86M | $376.75M | +5 | −4 |
| Q4 2025 | 30 | +1 | 7.42M | $357.43M | +1 | — |
| Q3 2025 | 3 | — | 223.43K | $10.72M | — | — |
| Q1 2025 | 1 | 0 | 5.79K | $275,228 | — | — |
| Q4 2024 | 1 | 0 | 5.82K | $278,201 | — | — |
| Q3 2024 | 1 | +1 | 5.86K | $284,384 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.66M | — | $176.44M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 696.65K | — | $33.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 612.17K | — | $29.49M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 478.82K | — | $23.06M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 360.41K | — | $17.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 360.41K | — | $17.36M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 344.95K | — | $16.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Assetmark, Inc | 341.61K | — | $16.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 150.05K | — | $7.23M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 150.05K | — | $7.23M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Corient Private Wealth LP | 145.48K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Corient Private Wealth LP | 145.48K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 145.48K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 105.04K | -22.6% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 83.99K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 78.27K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 78.27K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 78.27K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 66.50K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 66.50K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Financial Engines Advisors L.L.C. | 48.40K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 40.00K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 40.00K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 36.19K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 34.60K | -56.1% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Sei Investments Co | 32.53K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 26.68K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 16.43K | — | $791,529 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 12.46K | — | $600,322 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 11.59K | — | $559,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 11.59K | — | $559,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 9.02K | Neu | $434,686 | 0.0% | New | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 8.79K | 0.0% | $423,318 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 6.27K | — | $301,833 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 5.92K | — | $285,166 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 2.42K | — | $116,503 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 1.21K | — | $58,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 131 | — | $6,310 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | UBS Group AG | 21 | — | $1,012 | 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
| Citadel Advisors | $434,686 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 272 Inhaber, 36.15M Anteile, $1.72B 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.