Wertpapierdatensatz · archiviertes Quartal
EXG
Name ausstehend, Profil-Einspeisung läuft
50Erfasste Halter
+6Δ Inhaber
47.75MGehaltene Aktien
$414.06MGemeldeter Wert
+6Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +13.6% ·
Aktienfluss -0.3% ·
neue Nettopositionen +12.0%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 23.49M | -3.0% | $203.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 3.79M | +0.6% | $32.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 3.73M | +0.6% | $32.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 2.69M | +0.4% | $23.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 2.22M | +5.4% | $19.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 1.41M | +12.1% | $12.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 1.38M | -1.3% | $11.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 1.20M | +16.0% | $10.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Allspring Global Investments… | 1.19M | -1.6% | $10.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 962.83K | -2.6% | $8.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 860.15K | +3.2% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 716.05K | +1.9% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 559.07K | +9.5% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Rockefeller Capital Management L.P. | 499.49K | +6.0% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 456.01K | -1.0% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 355.09K | -49.3% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 292.00K | -0.1% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 212.80K | +2.4% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Blair William & Co/Il | 175.23K | -0.5% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 165.00K | -12.9% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 163.93K | +736.7% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 162.60K | +18851.4% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 146.36K | +10.3% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 146.06K | +1.7% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Focus Partners Wealth | 79.95K | -31.5% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 90.58K | Neu | $784,457 | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Corient Private Wealth LP | 69.51K | -51.1% | $601,922 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Millennium Management ✦ | 67.17K | Neu | $581,658 | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 59.79K | -6.3% | $517,773 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Creative Planning | 57.63K | +1.6% | $499,093 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 52.99K | +10.0% | $458,919 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 52.76K | +21.4% | $456,858 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 43.19K | -1.4% | $374,063 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 42.58K | -30.8% | $368,708 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Wealth Enhancement Advisory… | 40.76K | -2.6% | $359,532 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Franklin Resources Inc | 20.13K | +5.2% | $174,352 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Empower Advisory Group, LLC | 19.00K | 0.0% | $164,540 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Brown Advisory Inc | 18.80K | 0.0% | $162,817 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 15.93K | Neu | $137,919 | 0.0% | New | 1 | SEC ↗ ×2 |
| 40 | Citadel Advisors ✦ | 14.71K | Neu | $127,389 | 0.0% | New | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 12.93K | +475.5% | $111,931 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Lido Advisors, LLC | 11.53K | -12.7% | $99,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Citigroup Inc | 9.30K | 0.0% | $80,524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cwm, Llc | 5.30K | +437.1% | $45,902 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 2.47K | 0.0% | $21,391 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 46 | Fidelity (FMR) ✦ | 1.48K | -6.5% | $12,817 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 1.14K | Neu | $9,432 | 0.0% | New | 1 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 578 | Neu | $5,005 | 0.0% | New | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 429 | 0.0% | $3,715 | 0.0% | Held | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 273 | +71.7% | $2,260 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Susquehanna International… | $784,457 | 0.0% |
| Millennium Management | $581,658 | 0.0% |
| Baird Financial Group, Inc. | $137,919 | 0.0% |
| Citadel Advisors | $127,389 | 0.0% |
| Jones Financial Companies Lllp | $9,432 | 0.0% |
| UBS AM, a distinct business… | $5,005 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 292 Inhaber, 66.15M Anteile, $547.63M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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