Wertpapierdatensatz · archiviertes Quartal
EIPI
Name ausstehend – Profil wird eingelesen
29Erfasste Halter
+4Δ Inhaber
7.71MGehaltene Aktien
$173.28MGemeldeter Wert
+6Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +16.0% ·
Aktienfluss +11.3% ·
neue Nettopositionen +13.8%
— 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 | 32 | +4 | 8.47M | $185.06M | +5 | −1 |
| Q1 2026 | 29 | +4 | 7.71M | $173.28M | +6 | −2 |
| Q4 2025 | 24 | +1 | 6.91M | $137.28M | +1 | — |
| Q3 2025 | 2 | 0 | 2.58M | $51.16M | — | — |
| Q2 2025 | 1 | +1 | 14.43K | $284,616 | +1 | — |
| Q4 2024 | 1 | 0 | 17.86K | $348,130 | — | — |
| Q3 2024 | 1 | 0 | 35.93K | $695,187 | — | — |
| Q2 2024 | 1 | — | 20.03K | $372,193 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.75M | +3.3% | $61.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.75M | +3.3% | $61.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.75M | +3.3% | $61.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 1.28M | +12.3% | $28.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 892.37K | +2.1% | $20.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 892.37K | +2.1% | $20.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 807.83K | +9.5% | $18.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 666.59K | +54.6% | $14.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 666.59K | +54.6% | $14.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 281.68K | +3.7% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 281.68K | +3.7% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 227.87K | +53.3% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 227.87K | +53.3% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 175.50K | +7.4% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 127.91K | -0.7% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 113.73K | +350.1% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 82.17K | -27.8% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 71.61K | -0.8% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 41.34K | +173.7% | $929,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 41.34K | +173.7% | $929,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 38.25K | +229.5% | $860,220 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 24.99K | -0.7% | $562,129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 20.22K | +100980.0% | $454,654 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 17.13K | -16.0% | $385,164 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 16.32K | -1.1% | $367,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 14.43K | 0.0% | $324,598 | 0.0% | Held | 4 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 14.18K | Neu | $318,829 | 0.0% | New | 1 | SEC ↗ |
| 28 | CIBC Bancorp USA Inc. | 13.13K | — | $295,204 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 11.99K | Neu | $269,565 | 0.0% | New | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 9.03K | Neu | $203,115 | 0.0% | New | 1 | SEC ↗ |
| 31 | Cwm, Llc | 2.99K | 0.0% | $67,290 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 1.21K | -0.8% | $27,168 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 1.09K | +90.2% | $24,469 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 1.09K | +90.2% | $24,469 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 570 | Neu | $12,882 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 570 | Neu | $12,882 | 0.0% | New | 1 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 490 | Neu | $11,020 | 0.0% | New | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 154 | Neu | $3,480 | 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
| Mml Investors Services, Llc | $318,829 | 0.0% |
| Jane Street Group, Llc | $269,565 | 0.0% |
| Truist Financial Corp | $203,115 | 0.0% |
| JPMorgan Chase | $12,882 | 0.0% |
| JPMorgan Chase | $12,882 | 0.0% |
| UBS AM, a distinct business… | $11,020 | 0.0% |
| Jones Financial Companies Lllp | $3,480 | 0.0% |
Ausgestiegen
| Fisher Asset Management | $497,577 | war 0.0% |
| Bank Of America Corp /De/ | $137,679 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 151 Inhaber, 16.91M Anteile, $372.15M 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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