EFAX
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.8% ·
Aktienfluss +0.9% ·
neue Nettopositionen +3.7%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +1 | 1.20M | $65.01M | +1 | — |
| Q1 2026 | 27 | +1 | 1.31M | $64.98M | +3 | −2 |
| Q4 2025 | 26 | 0 | 1.29M | $65.31M | — | — |
| Q3 2025 | 5 | +1 | 85.45K | $4.21M | +1 | — |
| Q2 2025 | 2 | +1 | 106.21K | $5.03M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 234.63K | -16.1% | $11.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 234.63K | -16.1% | $11.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 166.46K | 0.0% | $8.28M | 0.0% | Held | 2 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 166.46K | 0.0% | $8.28M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Cerity Partners LLC | 121.74K | +0.9% | $6.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Sei Investments Co | 120.31K | -2.5% | $5.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 119.77K | 0.0% | $5.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 109.55K | +51.7% | $5.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 96.00K | -17.7% | $4.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 74.73K | +3.2% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 74.73K | +3.2% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mariner, LLC | 73.40K | +23.9% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 52.95K | +167.4% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 30.88K | Neu | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 18.17K | +20.1% | $904,198 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 18.54K | -0.3% | $892,529 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 18.54K | -0.3% | $892,529 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 16.36K | +25.0% | $814,129 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 10.05K | +14.1% | $500,075 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 10.05K | +14.1% | $500,075 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 8.87K | Neu | $441,574 | 0.0% | New | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 8.87K | Neu | $441,574 | 0.0% | New | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 7.13K | -2.5% | $354,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Creative Planning | 6.90K | 0.0% | $343,301 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 5.95K | -26.9% | $296,256 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 5.95K | -26.9% | $296,256 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 5.93K | -29.1% | $295,292 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.79K | +40.6% | $89,105 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.79K | +40.6% | $89,105 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.70K | 0.0% | $84,801 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 1.67K | +0.2% | $83,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | UBS Group AG | 1.61K | -96.6% | $80,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | UBS Group AG | 1.61K | -96.6% | $80,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 718 | 0.0% | $36,225 | 0.0% | Held | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 300 | 0.0% | $14,922 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Cwm, Llc | 96 | Neu | $4,778 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Mercer Global Advisors Inc… | $1.54M | 0.0% |
| Raymond James Financial Inc | $441,574 | 0.0% |
| Raymond James Financial Inc | $441,574 | 0.0% |
| Cwm, Llc | $4,778 | 0.0% |
Ausgestiegen
| Wealthfront Advisers LLC | $221,394 | war 0.0% |
| Assetmark, Inc | $3,835 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 88 Inhaber, 4.96M Anteile, $173.62M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.