Wertpapierdatensatz · archiviertes Quartal
EAD
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
+7Δ Inhaber
7.03MGehaltene Aktien
$45.58MGemeldeter Wert
+7Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +26.9% ·
Aktienfluss +2.3% ·
neue Nettopositionen +20.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -2 | 6.90M | $44.88M | +3 | −5 |
| Q1 2026 | 33 | +7 | 7.03M | $45.58M | +7 | — |
| Q4 2025 | 26 | 0 | 6.87M | $46.63M | — | — |
| Q3 2025 | 1 | — | 4.05M | $28.38M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.93M | -0.8% | $25.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.93M | -0.8% | $25.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.93M | -0.8% | $25.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.93M | -0.8% | $25.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.93M | -0.8% | $25.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 1.04M | +8.4% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 1.04M | +8.4% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 1.04M | +8.4% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 393.98K | +7.0% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 393.98K | +7.0% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 393.98K | +7.0% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 385.98K | +11.2% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 224.08K | +63.4% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Brown Advisory Inc | 204.65K | 0.0% | $1.33M | 0.0% | Held | 2 | SEC ↗ |
| 15 | Corient Private Wealth LP | 117.23K | -51.5% | $759,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 100.93K | -1.1% | $654,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 87.99K | -0.4% | $570,186 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 87.99K | -0.4% | $570,186 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 84.41K | -4.0% | $546,990 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 77.37K | +399.9% | $501,369 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 72.17K | +3.0% | $468,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 72.17K | +3.0% | $468,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 66.78K | +2.2% | $436,228 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 64.11K | -4.0% | $415,443 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 28.07K | -42.2% | $181,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 22.58K | -4.1% | $146,304 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Nomura Holdings Inc | 21.34K | Neu | $138,251 | 0.0% | New | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 20.14K | -5.9% | $130,521 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 18.93K | -7.7% | $119,822 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 13.15K | 0.0% | $85,186 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 13.03K | Neu | $84,428 | 0.0% | New | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 11.90K | -24.7% | $77,112 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 11.37K | Neu | $73,645 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 5.67K | +7.3% | $36,741 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 4.48K | +1.7% | $29,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 3.00K | Neu | $19,590 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 1.34K | Neu | $8,677 | 0.0% | New | 1 | SEC ↗ |
| 38 | BlackRock ✦ (passiv) | 1.12K | Neu | $7,251 | 0.0% | New | 1 | SEC ↗ |
| 39 | Cwm, Llc | 631 | 0.0% | $4,089 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 409 | 0.0% | $2,650 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 144 | Neu | $906 | 0.0% | New | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 9 | 0.0% | $58 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 0 | -100.0% | $1 | 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
| Nomura Holdings Inc | $138,251 | 0.0% |
| Citadel Advisors | $84,428 | 0.0% |
| Susquehanna International… | $73,645 | 0.0% |
| TD Waterhouse Canada Inc. | $19,590 | 0.0% |
| Fifth Third Bancorp | $8,677 | 0.0% |
| BlackRock | $7,251 | 0.0% |
| Jones Financial Companies Lllp | $906 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 93 Inhaber, 16.40M Anteile, $85.94M 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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