Wertpapierdatensatz · archiviertes Quartal
DGT
Name ausstehend – Profil wird eingelesen
30Erfasste Halter
+5Δ Inhaber
764.46KGehaltene Aktien
$129.44MGemeldeter Wert
+7Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +20.0% ·
Aktienfluss +16.0% ·
neue Nettopositionen +16.7%
— 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 | 26 | -3 | 831.31K | $153.55M | +1 | −4 |
| Q1 2026 | 30 | +5 | 764.46K | $129.44M | +7 | −2 |
| Q4 2025 | 25 | -1 | 658.98K | $109.91M | — | −1 |
| Q3 2025 | 5 | 0 | 150.56K | $24.35M | — | — |
| Q2 2025 | 4 | +1 | 21.66K | $3.26M | +1 | — |
| Q1 2025 | 1 | 0 | 17.17K | $2.40M | — | — |
| Q4 2024 | 1 | -1 | 10.54K | $1.39M | — | −1 |
| Q3 2024 | 2 | +2 | 32.29K | $4.45M | +2 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 250.19K | +7.8% | $42.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 176.88K | +28.3% | $29.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 176.88K | +28.3% | $29.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 70.88K | +19.7% | $12.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 40.05K | +46.0% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 27.33K | +0.7% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 26.69K | +0.8% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 26.69K | +0.8% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 26.69K | +0.8% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 24.64K | Neu | $4.18M | 0.0% | New | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 23.05K | -28.1% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 23.05K | -28.1% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 22.95K | +43.3% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 22.95K | +43.3% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 17.17K | 0.0% | $2.91M | 0.0% | Held | 7 | SEC ↗ |
| 16 | Raymond James Financial Inc | 15.00K | -3.8% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 15.00K | -3.8% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 14.58K | +6.8% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 12.74K | +18.5% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 8.88K | Neu | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 6.46K | Neu | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 4.45K | +25.2% | $755,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 3.46K | -10.0% | $585,960 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 2.96K | 0.0% | $501,353 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 2.92K | +21.0% | $494,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 2.92K | +21.0% | $494,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Creative Planning | 2.72K | Neu | $461,694 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 2.66K | -85.7% | $454,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 1.79K | +11.8% | $303,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.60K | Neu | $271,955 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 1.42K | -3.1% | $240,901 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Hrt Financial Lp | 1.27K | Neu | $215,000 | 0.0% | New | 1 | SEC ↗ |
| 33 | Cwm, Llc | 689 | -9.6% | $116,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 536 | +41.0% | $90,897 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 430 | 0.0% | $72,906 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 48 | 0.0% | $8,138 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 20 | Neu | $3,391 | 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
| Jane Street Group, Llc | $4.18M | 0.0% |
| Citadel Advisors | $1.50M | 0.0% |
| Goldman Sachs Group | $1.10M | 0.0% |
| Creative Planning | $461,694 | 0.0% |
| Fifth Third Bancorp | $271,955 | 0.0% |
| Hrt Financial Lp | $215,000 | 0.0% |
| Russell Investments Group… | $3,391 | 0.0% |
Ausgestiegen
| Susquehanna International… | $1.24M | war 0.0% |
| BlackRock | $45,259 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 96 Inhaber, 1.71M Anteile, $275.06M 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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