Wertpapierdatensatz · archiviertes Quartal
DIVB
Name ausstehend – Profil wird eingelesen
28Erfasste Halter
0Δ Inhaber
6.42MGehaltene Aktien
$346.08MGemeldeter Wert
+3Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -8.0% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +6 | 7.41M | $456.32M | +7 | −1 |
| Q1 2026 | 28 | 0 | 6.42M | $346.08M | +3 | −3 |
| Q4 2025 | 28 | +1 | 6.97M | $370.97M | +1 | — |
| Q3 2025 | 4 | 0 | 347.25K | $18.14M | — | — |
| Q2 2025 | 2 | 0 | 24.76K | $1.25M | — | — |
| Q1 2025 | 1 | 0 | 5.08K | $246,385 | — | — |
| Q4 2024 | 1 | +1 | 7.31K | $346,494 | +1 | — |
| Q2 2024 | 1 | — | 40.14K | $1.78M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.49M | -2.3% | $188.51M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.35M | +13.4% | $72.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.35M | +13.4% | $72.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 555.62K | +6.7% | $29.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 248.75K | -0.2% | $13.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 137.62K | +110.9% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 137.62K | +110.9% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 137.62K | +110.9% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 137.62K | +110.9% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 123.86K | -0.9% | $6.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 123.86K | -0.9% | $6.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 94.42K | +307.8% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 94.42K | +307.8% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 94.42K | +307.8% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 94.42K | +307.8% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 67.31K | +7.4% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 66.03K | +56.7% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 66.03K | +56.7% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 65.08K | +24.3% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 65.08K | +24.3% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 63.89K | +2.3% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 63.89K | +2.3% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 44.25K | -17.1% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 26.78K | +19.6% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Corient Private Wealth LP | 19.39K | -97.6% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 15.70K | +13.6% | $846,907 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 11.82K | -40.4% | $638,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 9.31K | -19.5% | $502,158 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 9.31K | -19.5% | $502,158 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 7.44K | -8.3% | $401,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Creative Planning | 4.82K | Neu | $260,274 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 4.50K | +48.5% | $242,845 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Stifel Financial Corp | 4.02K | Neu | $216,715 | 0.0% | New | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 3.23K | -58.6% | $174,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cwm, Llc | 1.32K | 0.0% | $71,376 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $53,950 | 0.0% | Held | 2 | SEC ↗ |
| 37 | BlackRock ✦ (passiv) | 274 | Neu | $14,809 | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 74 | -10.8% | $3,992 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 61 | -57.3% | $3,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 0 | — | $7 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Creative Planning | $260,274 | 0.0% |
| Stifel Financial Corp | $216,715 | 0.0% |
| BlackRock | $14,809 | 0.0% |
Ausgestiegen
| Citadel Advisors | $1.36M | war 0.0% |
| Jane Street Group, Llc | $956,115 | war 0.0% |
| UBS Group AG | $13,766 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 153 Inhaber, 12.54M Anteile, $672.42M 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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