EFR
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.7% ·
Aktienfluss +0.2% ·
neue Nettopositionen +7.1%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +3 | 4.55M | $48.26M | +4 | −1 |
| Q1 2026 | 28 | 0 | 4.00M | $42.13M | +2 | −2 |
| Q4 2025 | 28 | +2 | 3.94M | $43.94M | +2 | — |
| Q3 2025 | 1 | — | 1.04M | $11.93M | — | — |
| Q4 2024 | 1 | +1 | 27.51K | $352,154 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 958.31K | -8.1% | $10.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 958.31K | -8.1% | $10.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 958.31K | -8.1% | $10.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 958.31K | -8.1% | $10.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Invesco Ltd. | 573.41K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Invesco Ltd. | 573.41K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 443.55K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 443.55K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 423.23K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 234.34K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 220.17K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Balyasny Asset Management L.P. | 216.33K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 171.91K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 171.91K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 144.03K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 92.88K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 84.47K | — | $941,025 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 84.47K | — | $941,025 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 81.75K | Neu | $910,717 | 0.0% | New | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 56.90K | — | $633,811 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 56.90K | — | $633,811 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 46.70K | — | $520,193 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 37.68K | — | $419,777 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 37.67K | — | $419,665 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 37.67K | — | $419,665 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Nomura Holdings Inc | 20.44K | — | $227,668 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 17.98K | — | $200,308 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 16.71K | — | $186,172 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 15.23K | — | $169,641 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 14.33K | — | $160,361 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 14.30K | — | $159,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 12.85K | Neu | $143,171 | 0.0% | New | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 6.22K | — | $69,031 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 1.50K | — | $16,710 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 1.16K | — | $12,934 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 225 | — | $2,507 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 4 | — | $45 | 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 | $910,717 | 0.0% |
| Citadel Advisors | $143,171 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 97 Inhaber, 11.13M Anteile, $109.88M 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.