Wertpapierdatensatz · archiviertes Quartal
DSU
Name ausstehend – Profil wird eingelesen
24Erfasste Halter
0Δ Inhaber
7.90MGehaltene Aktien
$75.73MGemeldeter Wert
+3Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -0.4% · 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 | 25 | +2 | 7.84M | $76.07M | +3 | −1 |
| Q1 2026 | 24 | 0 | 7.90M | $75.73M | +3 | −3 |
| Q4 2025 | 24 | 0 | 7.93M | $80.73M | — | — |
| Q3 2025 | 1 | — | 3.99M | $42.33M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.47M | +3.1% | $42.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.47M | +3.1% | $42.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.47M | +3.1% | $42.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.47M | +3.1% | $42.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 706.49K | -3.9% | $6.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Invesco Ltd. | 562.10K | -11.8% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 562.10K | -11.8% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 507.22K | +8.8% | $4.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 507.22K | +8.8% | $4.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 406.83K | +12.2% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 238.60K | -3.9% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 238.60K | -3.9% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 238.60K | -3.9% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 232.02K | -0.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 232.02K | -0.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 125.76K | +3.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 125.76K | +3.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 125.76K | +3.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 118.23K | -18.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 118.23K | -18.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 118.23K | -18.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 112.82K | +69.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 112.62K | +2.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 77.90K | -15.9% | $747,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 77.90K | -15.9% | $747,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Creative Planning | 60.21K | +0.2% | $577,382 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 42.50K | +5.6% | $407,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citigroup Inc | 42.22K | -3.9% | $404,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 32.42K | -40.5% | $310,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 32.42K | -40.5% | $310,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 17.27K | -29.5% | $165,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 15.30K | Neu | $146,727 | 0.0% | New | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 11.70K | -81.3% | $112,227 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 1.68K | 0.0% | $16,102 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Cwm, Llc | 1.02K | 0.0% | $9,753 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 578 | Neu | $5,543 | 0.0% | New | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 416 | Neu | $3,890 | 0.0% | New | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 14 | -91.4% | $134 | 0.0% | ▼ Trim | 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 | $146,727 | 0.0% |
| Rockefeller Capital… | $5,543 | 0.0% |
| Jones Financial Companies Lllp | $3,890 | 0.0% |
Ausgestiegen
| Envestnet Asset Management Inc | $667,207 | war 0.0% |
| Stifel Financial Corp | $128,509 | war 0.0% |
| Hrt Financial Lp | $104,000 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 89 Inhaber, 14.94M Anteile, $125.76M 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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