Wertpapierdatensatz · archiviertes Quartal
DIVI
Name ausstehend – Profil wird eingelesen
29Erfasste Halter
0Δ Inhaber
13.38MGehaltene Aktien
$520.12MGemeldeter Wert
+1Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -2.6% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -1 | 15.50M | $662.01M | +2 | −3 |
| Q1 2026 | 34 | +5 | 15.61M | $620.97M | +5 | — |
| Q4 2025 | 29 | 0 | 13.38M | $520.12M | +1 | −1 |
| Q3 2025 | 4 | 0 | 585.65K | $21.85M | — | — |
| Q2 2025 | 2 | 0 | 78.82K | $2.81M | — | — |
| Q1 2025 | 1 | 0 | 9.63K | $313,842 | — | — |
| Q4 2024 | 1 | 0 | 31.44K | $943,544 | — | — |
| Q3 2024 | 1 | 0 | 9.91K | $328,682 | — | — |
| Q2 2024 | 1 | — | 21.58K | $674,591 | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.66M | — | $181.20M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.89M | — | $73.54M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.89M | — | $73.54M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 1.24M | — | $48.40M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 998.62K | — | $38.84M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 998.62K | — | $38.84M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 998.62K | — | $38.84M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 735.60K | — | $28.61M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 668.39K | — | $25.99M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Franklin Resources Inc | 557.61K | — | $21.69M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 372.02K | — | $14.47M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 366.85K | — | $14.27M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 366.85K | — | $14.27M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 365.90K | — | $14.23M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 365.90K | — | $14.23M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 330.52K | — | $12.85M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 209.65K | -49.5% | $8.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 209.65K | -49.5% | $8.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 206.24K | — | $8.02M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 186.02K | — | $7.23M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 145.51K | — | $5.66M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 132.64K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 132.64K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 113.74K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 108.09K | — | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 108.09K | — | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 108.09K | — | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 24.45K | — | $913,749 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Lido Advisors, LLC | 24.45K | — | $913,749 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Lido Advisors, LLC | 24.45K | — | $913,749 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Empower Advisory Group, LLC | 11.49K | — | $446,807 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 10.01K | +59.8% | $389,404 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 9.51K | — | $369,728 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 8.05K | Neu | $313,065 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 7.17K | — | $278,802 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 7.17K | — | $278,802 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 4.60K | — | $179,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 3.57K | — | $139,027 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.93K | -57.8% | $75,028 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.93K | -57.8% | $75,028 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1.08K | — | $42,090 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 1.08K | — | $42,090 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 945 | — | $36,751 | 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
| AQR Capital Management | $313,065 | 0.0% |
Ausgestiegen
| Citadel Advisors | $5.97M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 181 Inhaber, 34.79M Anteile, $1.30B 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: Q4 2025 ·
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