Wertpapierdatensatz · archiviertes Quartal
DRIV
Name ausstehend – Profil wird eingelesen
37Erfasste Halter
+1Δ Inhaber
1.86MGehaltene Aktien
$55.17MGemeldeter Wert
+1Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.8% ·
Aktienfluss -0.7% ·
neue Nettopositionen +2.7%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +9 | 2.15M | $82.77M | +9 | — |
| Q1 2026 | 33 | -4 | 1.86M | $56.79M | — | −4 |
| Q4 2025 | 37 | +1 | 1.86M | $55.17M | +1 | — |
| Q3 2025 | 5 | 0 | 70.30K | $1.99M | — | — |
| Q2 2025 | 3 | 0 | 51.14K | $1.19M | — | — |
| Q1 2025 | 2 | 0 | 54.24K | $1.15M | — | — |
| Q4 2024 | 2 | 0 | 53.46K | $1.23M | — | — |
| Q3 2024 | 2 | 0 | 57.47K | $1.35M | — | — |
| Q2 2024 | 2 | — | 45.81K | $1.08M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 781.37K | — | $23.12M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 781.37K | — | $23.12M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 781.37K | — | $23.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 781.37K | — | $23.12M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 781.37K | — | $23.12M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 272.92K | — | $8.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mirae Asset Global Investments Co.… | 140.10K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 74.75K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 72.94K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 72.94K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 72.94K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 72.94K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 70.51K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 56.70K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 48.42K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 48.42K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 45.53K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 33.32K | — | $985,722 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 32.72K | — | $968,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 32.72K | — | $968,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 32.72K | — | $968,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 32.72K | — | $968,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 23.19K | — | $686,001 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 23.19K | — | $686,001 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Optiver Holding B.V. | 20.00K | — | $598,800 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 19.08K | -4.4% | $564,329 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 15.91K | — | $501,036 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 15.87K | — | $469,383 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 14.85K | -25.1% | $439,226 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 14.85K | -25.1% | $439,226 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 14.85K | -25.1% | $439,226 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 14.57K | — | $431,167 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 13.95K | -50.0% | $412,626 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 34 | Hrt Financial Lp | 13.88K | — | $410,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 9.92K | — | $293,581 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 9.92K | — | $293,581 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 9.92K | — | $293,581 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 9.92K | — | $293,581 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wealthfront Advisers LLC | 9.75K | — | $288,407 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cwm, Llc | 8.45K | — | $250,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mml Investors Services, Llc | 7.79K | — | $230,516 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 7.63K | — | $225,846 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 7.44K | — | $220,225 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 6.99K | — | $206,788 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 6.79K | Neu | $200,752 | 0.0% | New | 1 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 5.84K | — | $172,428 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | UBS Group AG | 3.41K | — | $100,848 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | UBS Group AG | 3.41K | — | $100,848 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Barclays Plc | 3.00K | — | $88,750 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 2.73K | +42.5% | $80,752 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 1.74K | — | $51,533 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 1.74K | — | $51,533 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 1.74K | — | $51,533 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 1.74K | — | $51,533 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 879 | — | $26,031 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 398 | -45.0% | $11,774 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 243 | — | $7,189 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 177 | — | $5,236 | 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 | $200,752 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 131 Inhaber, 2.43M Anteile, $67.63M 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 ·
Methodik ·
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