Wertpapierdatensatz · archiviertes Quartal
DWX
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36Erfasste Halter
0Δ Inhaber
4.07MGehaltene Aktien
$178.92MGemeldeter Wert
+1Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -0.2% · 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 | 38 | -1 | 3.74M | $171.67M | +1 | −2 |
| Q1 2026 | 40 | +4 | 3.66M | $166.66M | +6 | −2 |
| Q4 2025 | 36 | 0 | 4.07M | $178.92M | +1 | −1 |
| Q3 2025 | 4 | 0 | 881.46K | $37.64M | — | — |
| Q2 2025 | 2 | +1 | 9.78K | $412,376 | +1 | — |
| Q4 2024 | 1 | 0 | 69.57K | $2.43M | — | — |
| Q3 2024 | 1 | 0 | 14.05K | $539,617 | — | — |
| Q2 2024 | 1 | — | 11.28K | $388,474 | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 850.30K | +1.4% | $37.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 850.30K | +1.4% | $37.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 711.03K | — | $31.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 711.03K | — | $31.24M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 711.03K | — | $31.24M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 635.34K | — | $27.91M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 635.34K | — | $27.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 635.34K | — | $27.91M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 459.62K | — | $20.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 459.62K | — | $20.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 191.95K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 158.71K | — | $6.97M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Focus Partners Wealth | 148.92K | — | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 118.87K | — | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 118.87K | — | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 103.80K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 103.80K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 103.80K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 103.80K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 98.69K | — | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 93.85K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 93.85K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 83.96K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 71.77K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 57.37K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 57.37K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 49.12K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 37.59K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Invesco Ltd. | 31.86K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 29.61K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 24.29K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citigroup Inc | 18.65K | — | $819,519 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 13.98K | -50.8% | $614,084 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 13.37K | — | $587,526 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 12.13K | — | $532,803 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 9.55K | — | $419,537 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 9.55K | — | $419,537 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mariner, LLC | 9.13K | — | $401,271 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Creative Planning | 8.79K | — | $386,116 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 6.51K | Neu | $286,151 | 0.0% | New | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 5.53K | — | $242,830 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Captrust Financial Advisors | 4.79K | — | $210,314 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 4.35K | — | $190,878 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 3.87K | +1.4% | $169,833 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Cwm, Llc | 2.38K | — | $105,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 1.99K | — | $87,562 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 1.99K | — | $87,562 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 1.99K | — | $87,562 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Barclays Plc | 300 | — | $13,181 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 198 | — | $8,699 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 178 | — | $7,820 | 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
| Goldman Sachs Group | $286,151 | 0.0% |
Ausgestiegen
| Citadel Advisors | $443,824 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 136 Inhaber, 5.96M Anteile, $253.77M 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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