Wertpapierdatensatz · archiviertes Quartal
EOI
Name ausstehend – Profil wird eingelesen
27Erfasste Halter
+2Δ Inhaber
7.17MGehaltene Aktien
$134.64MGemeldeter Wert
+3Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +8.0% ·
Aktienfluss +11.1% ·
neue Nettopositionen +7.4%
— 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 | 26 | 0 | 6.06M | $119.16M | +1 | −1 |
| Q1 2026 | 27 | +2 | 7.17M | $134.64M | +3 | −1 |
| Q4 2025 | 25 | 0 | 6.45M | $132.56M | — | — |
| Q3 2025 | 2 | — | 828.78K | $17.40M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.51M | +3.8% | $28.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.51M | +3.8% | $28.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.51M | +3.8% | $28.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Focus Partners Wealth | 1.47M | +88.8% | $27.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 815.60K | +0.8% | $15.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 815.60K | +0.8% | $15.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 815.60K | +0.8% | $15.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 569.31K | -4.4% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 545.25K | +6.1% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 545.25K | +6.1% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Invesco Ltd. | 398.77K | -13.2% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 398.77K | -13.2% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 355.21K | +37.1% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 336.43K | +2.3% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 336.43K | +2.3% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 336.43K | +2.3% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 216.81K | +1.3% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 216.81K | +1.3% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 216.81K | +1.3% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 200.60K | +5.8% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 188.75K | -1.1% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 188.75K | -1.1% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 188.75K | -1.1% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 168.11K | -16.4% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 168.11K | -16.4% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 74.64K | -13.2% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 53.69K | -19.3% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 49.80K | -0.5% | $935,263 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 47.61K | +17.8% | $894,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Corient Private Wealth LP | 46.70K | -51.0% | $876,970 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 44.97K | +0.3% | $844,429 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 40.95K | +2.0% | $769,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Jane Street Group, Llc | 11.37K | Neu | $213,434 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jane Street Group, Llc | 11.37K | Neu | $213,434 | 0.0% | New | 1 | SEC ↗ |
| 35 | Cwm, Llc | 10.05K | +0.6% | $188,704 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 4.86K | 0.0% | $91,193 | 0.0% | Held | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 3.83K | 0.0% | $69,402 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.50K | Neu | $28,170 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 274 | 0.0% | $5,146 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 39 | Neu | $706 | 0.0% | New | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 24 | 0.0% | $451 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Jane Street Group, Llc | $213,434 | 0.0% |
| Jane Street Group, Llc | $213,434 | 0.0% |
| Fifth Third Bancorp | $28,170 | 0.0% |
| Jones Financial Companies Lllp | $706 | 0.0% |
Ausgestiegen
| Mariner, LLC | $222,070 | war 0.0% |
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.
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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