EDOW
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.3% ·
Aktienfluss -1.1% ·
neue Nettopositionen -4.5%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.59K | $295,246 | n/a | n/a |
| Q2 2026 | 26 | -1 | 3.33M | $146.64M | +1 | −2 |
| Q1 2026 | 27 | +5 | 3.97M | $161.24M | +5 | n/a |
| Q4 2025 | 22 | -1 | 2.58M | $106.56M | n/a | −1 |
| Q3 2025 | 6 | +1 | 835.81K | $33.38M | +1 | n/a |
| Q2 2025 | 2 | -1 | 1.19K | $45,648 | n/a | −1 |
| Q1 2025 | 1 | 0 | 12.48K | $452,183 | n/a | n/a |
| Q4 2024 | 1 | 0 | 30.14K | $1.09M | n/a | n/a |
| Q3 2024 | 1 | +1 | 5.63K | $202,691 | +1 | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.09M | n/a | $45.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 775.26K | -1.8% | $32.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 201.53K | n/a | $8.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 155.33K | n/a | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 68.33K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 63.81K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 56.15K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 36.61K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 28.04K | -21.8% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 26.13K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wealthfront Advisers LLC | 16.68K | n/a | $689,049 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 15.44K | n/a | $637,524 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 14.41K | n/a | $595,135 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 9.48K | n/a | $391,565 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 8.46K | n/a | $356,638 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 7.09K | n/a | $293,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 1.63K | n/a | $67,349 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.61K | -50.0% | $66,726 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passiv) | 1.00K | 0.0% | $41,300 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 826 | n/a | $34,114 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 207 | 0.0% | $8,549 | 0.0% | Held | 3 | SEC ↗ |
| 22 | UBS Group AG | 162 | n/a | $6,691 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Citadel Advisors | $253,299 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 80 Inhaber, 5.68M Anteile, $222.87M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.