EMHY
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.2% ·
Aktienfluss -1.0% ·
neue Nettopositionen -3.3%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -3 | 5.56M | $226.22M | +1 | −4 |
| Q1 2026 | 34 | +3 | 5.31M | $208.99M | +5 | −2 |
| Q4 2025 | 30 | -1 | 4.81M | $194.37M | +1 | −2 |
| Q3 2025 | 5 | +1 | 1.01M | $40.11M | +1 | — |
| Q2 2025 | 3 | -1 | 684.15K | $26.66M | — | −1 |
| Q1 2025 | 2 | +1 | 106.05K | $4.05M | +1 | — |
| Q4 2024 | 1 | 0 | 64.08K | $2.43M | — | — |
| Q3 2024 | 1 | 0 | 29.38K | $1.15M | — | — |
| Q2 2024 | 1 | — | 36.48K | $1.35M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 1.25M | — | $50.50M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 774.43K | +8.4% | $31.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 492.00K | — | $19.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 483.21K | — | $19.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 330.16K | — | $13.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Julius Baer & Co. Ltd, Zurich | 249.90K | — | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 247.34K | — | $9.99M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 188.03K | -22.8% | $7.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mariner, LLC | 167.25K | — | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 135.83K | — | $5.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 112.41K | — | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 83.30K | — | $3.36M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Tidal Investments LLC | 47.82K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 42.02K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 32.10K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 30.43K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 28.89K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Raymond James Financial Inc | 22.87K | — | $923,165 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Ameriprise Financial Inc | 22.35K | — | $902,445 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 20.35K | — | $821,509 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 18.26K | — | $738,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | Commonwealth Equity Services, Llc | 11.29K | — | $455,800 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 9.92K | — | $400,518 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 9.90K | — | $399,737 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 1.04K | — | $41,914 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.03K | +64.9% | $41,748 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 700 | — | $28,260 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Cwm, Llc | 407 | — | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 184 | Neu | $7,428 | 0.0% | New | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 108 | — | $4,360 | 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
| JPMorgan Chase | $7,428 | 0.0% |
Ausgestiegen
| D. E. Shaw & Co. | $1.53M | war 0.0% |
| Citadel Advisors | $541,173 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 114 Inhaber, 8.36M Anteile, $324.86M 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.