DIAL
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +22.2% ·
Aktienfluss +2.9% ·
neue Nettopositionen +18.2%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 12.80M | $232.64M | +1 | −2 |
| Q1 2026 | 22 | +4 | 13.46M | $243.28M | +6 | −2 |
| Q4 2025 | 18 | +1 | 13.08M | $239.99M | +1 | — |
| Q3 2025 | 3 | -1 | 919.69K | $16.97M | — | −1 |
| Q2 2025 | 2 | 0 | 57.94K | $1.05M | — | — |
| Q1 2025 | 1 | 0 | 55.41K | $990,695 | — | — |
| Q4 2024 | 1 | 0 | 86.78K | $1.52M | — | — |
| Q3 2024 | 1 | 0 | 32.92K | $608,417 | — | — |
| Q2 2024 | 1 | — | 58.43K | $1.03M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 6.25M | -5.9% | $113.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 2.31M | +5.9% | $41.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.23M | +33.6% | $22.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 888.73K | -3.5% | $16.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 795.21K | +31.4% | $14.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 646.76K | +7.5% | $11.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 575.50K | Neu | $10.41M | 0.0% | New | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 235.19K | +13.9% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 192.03K | Neu | $3.47M | 0.0% | New | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 75.68K | Neu | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 59.02K | +26.3% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 53.16K | +51.4% | $961,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 43.37K | -3.1% | $784,095 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Focus Partners Wealth | 33.82K | -17.5% | $611,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 32.80K | -1.3% | $593,024 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 13.86K | +1.2% | $250,533 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 11.34K | +7.5% | $203,664 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 916 | Neu | $16,561 | 0.0% | New | 1 | SEC ↗ |
| 19 | Cwm, Llc | 573 | 0.0% | $10,360 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 542 | Neu | $9,799 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 150 | 0.0% | $2,712 | 0.0% | Held | 4 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 42 | Neu | $752 | 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
| Citadel Advisors | $10.41M | 0.0% |
| Susquehanna International… | $3.47M | 0.0% |
| Jane Street Group, Llc | $1.37M | 0.0% |
| Fifth Third Bancorp | $16,561 | 0.0% |
| Northwestern Mutual Wealth… | $9,799 | 0.0% |
| Jones Financial Companies Lllp | $752 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $13.77M | war 0.0% |
| Mml Investors Services, Llc | $298,004 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 53 Inhaber, 15.13M Anteile, $273.09M 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.