Wertpapierdatensatz · archiviertes Quartal
DFNM
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
+1Δ Inhaber
7.86MGehaltene Aktien
$376.75MGemeldeter Wert
+5Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.3% ·
Aktienfluss +5.9% ·
neue Nettopositionen +3.2%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| 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 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 4.22M | +15.3% | $202.35M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 653.39K | +6.7% | $31.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 589.44K | -15.4% | $28.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 518.55K | +8.3% | $24.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 418.52K | +16.1% | $20.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 418.52K | +16.1% | $20.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Assetmark, Inc | 332.59K | -2.6% | $15.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 208.37K | -39.6% | $10.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 138.60K | +65.0% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 135.53K | +29.0% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 88.27K | +143.9% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 82.95K | +6.0% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 82.95K | +6.0% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 82.95K | +6.0% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Corient Private Wealth LP | 81.80K | -43.8% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 66.95K | +0.7% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 66.95K | +0.7% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 61.78K | -58.8% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 61.78K | -58.8% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Financial Engines Advisors L.L.C. | 48.40K | 0.0% | $2.32M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Sei Investments Co | 35.87K | +10.2% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 28.96K | +8.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 27.47K | -31.3% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 27.47K | -31.3% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 22.77K | +38.6% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 21.35K | Neu | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 14.42K | Neu | $691,294 | 0.0% | New | 1 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 13.26K | +46.9% | $635,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 12.61K | +1.2% | $604,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 8.73K | -0.6% | $418,573 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 8.21K | +239.5% | $393,655 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 8.08K | -30.3% | $387,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 8.08K | -30.3% | $387,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 5.14K | Neu | $246,216 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 4.57K | -27.1% | $218,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cwm, Llc | 1.35K | +11.9% | $64,897 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 98 | Neu | $4,697 | 0.0% | New | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 0 | Neu | $5 | 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… | $1.02M | 0.0% |
| Fifth Third Bancorp | $691,294 | 0.0% |
| Quantinno Capital Management… | $246,216 | 0.0% |
| Pnc Financial Services Group… | $4,697 | 0.0% |
| Wells Fargo & Company/Mn | $5 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $1.67M | war 0.0% |
| Creative Planning | $285,166 | war 0.0% |
| Blair William & Co/Il | $6,310 | war 0.0% |
| UBS Group AG | $1,012 | war 0.0% |
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.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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