EQAL
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.1% ·
Aktienfluss +4.1% ·
neue Nettopositionen +3.0%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 4.64M | -0.3% | $255.75M | 0.2% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 398.93K | +53.9% | $21.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 225.59K | +11.4% | $12.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 197.25K | +26.9% | $10.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 128.46K | +65.7% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Pnc Financial Services Group, Inc. | 128.29K | -5.8% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 7 | Envestnet Asset Management Inc | 41.86K | +17.2% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 38.43K | +8.8% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 34.09K | -0.3% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 24.54K | +18.0% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 23.94K | 0.0% | $1.32M | 0.0% | Held | 2 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 20.05K | +3.3% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Creative Planning | 17.30K | -3.1% | $953,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 14.70K | -0.7% | $809,825 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 14.65K | +61.9% | $807,102 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Jones Financial Companies Lllp | 11.79K | +106.1% | $639,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 10.08K | +0.2% | $555,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 9.50K | 0.0% | $528,921 | 0.0% | Held | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 8.51K | +0.3% | $468,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 8.45K | -16.8% | $465,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 7.78K | -53.5% | $428,504 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 7.23K | -1.5% | $398,464 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 6.27K | Neu | $345,642 | 0.0% | New | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 6.13K | -29.6% | $338,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 5.40K | +9.3% | $297,760 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 5.02K | -42.1% | $276,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 4.12K | 0.0% | $227,012 | 0.0% | Held | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 3.70K | Neu | $199,726 | 0.0% | New | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 982 | 0.0% | $54,108 | 0.0% | Held | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passiv) | 300 | 0.0% | $16,530 | 0.0% | Held | 4 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 85 | n/a | $4,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Simplex Trading, Llc | 66 | Neu | $3,636 | 0.0% | New | 1 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 30 | 0.0% | $1,653 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Susquehanna International… | $345,642 | 0.0% |
| JPMorgan Chase | $199,726 | 0.0% |
| Simplex Trading, Llc | $3,636 | 0.0% |
Ausgestiegen
| Two Sigma Investments | $510,608 | war 0.0% |
| Citigroup Inc | $124,652 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 86 Inhaber, 7.05M Anteile, $380.96M 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.