Wertpapierdatensatz · archiviertes Quartal
DWX
Name ausstehend, Profil-Einspeisung läuft
40Erfasste Halter
+4Δ Inhaber
3.66MGehaltene Aktien
$166.66MGemeldeter Wert
+6Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +11.1% ·
Aktienfluss -10.2% ·
neue Nettopositionen +10.0%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -1 | 3.72M | $170.87M | +1 | −3 |
| 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 | n/a | n/a |
| Q2 2025 | 2 | +1 | 9.78K | $412,376 | +1 | n/a |
| Q4 2024 | 1 | 0 | 69.57K | $2.43M | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.05K | $539,617 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.28K | $388,474 | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 852.23K | +0.2% | $38.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 706.69K | -0.6% | $32.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 391.58K | -14.8% | $17.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 356.61K | -43.9% | $16.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 189.92K | -1.1% | $8.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Focus Partners Wealth | 148.93K | 0.0% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 118.70K | +26.5% | $5.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 105.20K | -11.5% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 103.39K | -0.4% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 10 | Northwestern Mutual Wealth… | 81.63K | +13.8% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 76.13K | -9.3% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 68.56K | +19.5% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 67.59K | -31.5% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 56.98K | -64.1% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 46.18K | -6.0% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 39.79K | +5.9% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 31.05K | Neu | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 30.98K | -2.8% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 28.37K | -4.2% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 22.41K | -7.7% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 18.31K | +31.0% | $818,926 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 16.45K | +23.0% | $750,158 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 11.46K | Neu | $522,415 | 0.0% | New | 1 | SEC ↗ |
| 24 | Citigroup Inc | 11.40K | -38.9% | $519,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 9.93K | +13.0% | $452,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 9.54K | 0.0% | $435,238 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Mariner, LLC | 8.44K | -7.6% | $384,862 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 8.27K | Neu | $377,082 | 0.0% | New | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 6.10K | Neu | $278,081 | 0.0% | New | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 5.51K | -0.4% | $251,084 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 5.49K | -54.7% | $250,446 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 4.79K | +0.1% | $218,424 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Hrt Financial Lp | 4.49K | Neu | $204,000 | 0.0% | New | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 4.35K | 0.0% | $198,316 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 3.20K | -17.2% | $145,950 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Cwm, Llc | 2.49K | +4.6% | $113,640 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 2.37K | +18.9% | $108,077 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 38 | Us Bancorp \De\ | 198 | 0.0% | $9,029 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 151 | -15.2% | $6,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 92 | Neu | $4,195 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Jane Street Group, Llc | $1.42M | 0.0% |
| Citadel Advisors | $522,415 | 0.0% |
| Fifth Third Bancorp | $377,082 | 0.0% |
| Cerity Partners LLC | $278,081 | 0.0% |
| Hrt Financial Lp | $204,000 | 0.0% |
| UBS AM, a distinct business… | $4,195 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $286,151 | war 0.0% |
| Barclays Plc | $13,181 | 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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