DJIA
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +11.8% ·
Aktienfluss +2.2% ·
neue Nettopositionen +10.5%
— 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 | 19 | 0 | 1.53M | $33.78M | +4 | −4 |
| Q1 2026 | 19 | +2 | 1.13M | $23.76M | +3 | −1 |
| Q4 2025 | 17 | -2 | 1.10M | $24.30M | — | −2 |
| Q3 2025 | 4 | 0 | 7.05K | $153,976 | — | — |
| Q2 2025 | 2 | — | 6.00K | $130,176 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 676.09K | +4.3% | $14.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 187.50K | +0.8% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 187.50K | +0.8% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 89.05K | +7.8% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 89.05K | +7.8% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 41.35K | +10.1% | $870,114 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 29.82K | +125.1% | $627,458 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mariner, LLC | 29.03K | +29.6% | $610,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 25.56K | -17.9% | $537,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 25.56K | -17.9% | $537,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 22.79K | +44.6% | $479,501 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 12.04K | -77.4% | $253,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 7.14K | 0.0% | $150,331 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Fifth Third Bancorp | 5.25K | Neu | $110,501 | 0.0% | New | 1 | SEC ↗ |
| 15 | Simplex Trading, Llc | 1.33K | -7.9% | $27,899 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 1.22K | Neu | $25,090 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 553 | 0.0% | $11,645 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 553 | 0.0% | $11,645 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Group One Trading Llc | 340 | Neu | $7,154 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 91 | -1.1% | $1,919 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 62 | 0.0% | $1,308 | 0.0% | Held | 2 | SEC ↗ |
| 22 | UBS Group AG | 29 | -55.4% | $610 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | 0.0% | $19 | 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
| Fifth Third Bancorp | $110,501 | 0.0% |
| Jones Financial Companies Lllp | $25,090 | 0.0% |
| Group One Trading Llc | $7,154 | 0.0% |
Ausgestiegen
| Rockefeller Capital… | $113,740 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 52 Inhaber, 2.13M Anteile, $42.46M 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.