DJD
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.6% ·
Aktienfluss -5.5% ·
neue Nettopositionen -3.7%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | 0 | 1.47M | $92.85M | +2 | −2 |
| Q1 2026 | 26 | -2 | 1.46M | $86.96M | +1 | −3 |
| Q4 2025 | 27 | -1 | 1.56M | $88.89M | — | −1 |
| Q3 2025 | 4 | 0 | 105.82K | $5.84M | — | — |
| Q2 2025 | 2 | +1 | 9.98K | $530,846 | +1 | — |
| Q2 2024 | 1 | — | 10.48K | $496,364 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 644.40K | — | $36.82M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cibc World Market Inc. | 496.37K | — | $28.36M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 146.90K | — | $8.39M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 146.90K | — | $8.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 45.55K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 42.17K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 42.17K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 37.39K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 28.31K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 16.46K | — | $941,065 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 16.46K | — | $941,065 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 16.31K | — | $931,948 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 13.87K | — | $792,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 10.41K | -88.7% | $594,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 8.74K | — | $499,403 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 8.74K | — | $499,403 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 8.74K | — | $499,403 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 8.44K | — | $482,185 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 8.36K | — | $477,405 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 8.36K | — | $477,405 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 7.87K | — | $449,406 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 5.47K | — | $312,442 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 4.13K | — | $236,045 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 3.93K | — | $224,810 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 3.58K | — | $204,398 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 2.36K | +1.3% | $134,928 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.70K | +38.2% | $97,367 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.52K | — | $86,967 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 477 | — | $27,266 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 352 | — | $20,113 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 236 | — | $13,485 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 180 | — | $10,268 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 180 | — | $10,268 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 150 | — | $9,000 | 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
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Citadel Advisors | $573,113 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 91 Inhaber, 2.65M Anteile, $153.74M 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.