EOI
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -0.2% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.45M | n/a | $29.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 809.56K | -1.3% | $16.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Focus Partners Wealth | 780.00K | n/a | $16.04M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 595.75K | n/a | $12.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 513.97K | n/a | $10.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Invesco Ltd. | 459.48K | n/a | $9.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 328.82K | n/a | $6.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 259.12K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 214.07K | n/a | $4.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 201.00K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | UBS Group AG | 190.80K | n/a | $3.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Truist Financial Corp | 189.57K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 95.39K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 86.04K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 66.54K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 50.03K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 44.83K | n/a | $921,729 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 40.43K | n/a | $831,250 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 40.15K | n/a | $825,504 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 10.80K | n/a | $222,070 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 9.99K | n/a | $205,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 4.86K | n/a | $99,837 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 3.83K | -56.8% | $78,704 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 274 | n/a | $5,633 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 24 | n/a | $493 | 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
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 81 Inhaber, 9.57M Anteile, $169.82M 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.