Wertpapierdatensatz · archiviertes Quartal
EZM
Name ausstehend – Profil wird eingelesen
44Erfasste Halter
+1Δ Inhaber
3.88MGehaltene Aktien
$260.83MGemeldeter Wert
+3Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.3% ·
Aktienfluss +5.6% ·
neue Nettopositionen +2.3%
— 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 | 43 | 0 | 3.72M | $282.23M | +1 | −1 |
| Q1 2026 | 44 | +1 | 3.88M | $260.83M | +3 | −2 |
| Q4 2025 | 43 | -1 | 3.68M | $245.76M | — | −1 |
| Q3 2025 | 7 | 0 | 737.25K | $48.59M | — | — |
| Q2 2025 | 5 | 0 | 37.08K | $2.29M | — | — |
| Q1 2025 | 3 | +1 | 29.03K | $1.73M | +1 | — |
| Q4 2024 | 2 | -1 | 18.84K | $1.18M | — | −1 |
| Q3 2024 | 3 | 0 | 55.60K | $3.47M | — | — |
| Q2 2024 | 3 | — | 28.24K | $1.63M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 580.02K | -3.9% | $38.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 494.65K | -2.2% | $33.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 494.65K | -2.2% | $33.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 494.65K | -2.2% | $33.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 459.91K | +0.1% | $30.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 459.91K | +0.1% | $30.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 459.91K | +0.1% | $30.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 438.93K | +17.1% | $29.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 438.93K | +17.1% | $29.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 438.93K | +17.1% | $29.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 429.15K | +72.0% | $28.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 322.81K | -3.0% | $21.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 322.81K | -3.0% | $21.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 152.22K | +15.3% | $10.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 152.22K | +15.3% | $10.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 152.22K | +15.3% | $10.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 152.22K | +15.3% | $10.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 140.65K | -9.9% | $9.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 120.00K | -0.7% | $7.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 120.00K | -0.7% | $7.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 120.00K | -0.7% | $7.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 120.00K | -0.7% | $7.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 115.11K | +25.6% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 115.11K | +25.6% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 107.25K | -28.3% | $7.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 107.25K | -28.3% | $7.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Raymond James Financial Inc | 107.25K | -28.3% | $7.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 84.36K | -1.8% | $5.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cetera Investment Advisers | 61.68K | -4.2% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 54.41K | +13.6% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 46.83K | 0.0% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 34.49K | +13.3% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 34.49K | +13.3% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 32.47K | +8.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 32.47K | +8.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 30.49K | Neu | $2.05M | 0.0% | New | 1 | SEC ↗ |
| 37 | Corient Private Wealth LP | 30.44K | -50.0% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 19.38K | +2583.8% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 17.29K | -1.7% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | T. Rowe Price ✦ | 14.65K | 0.0% | $985,000 | 0.0% | Held | 8 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 10.46K | -0.8% | $703,471 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 9.39K | -29.9% | $631,131 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 8.88K | +0.3% | $600,889 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Creative Planning | 8.18K | 0.0% | $549,725 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Blair William & Co/Il | 6.79K | 0.0% | $456,558 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Stifel Financial Corp | 5.74K | -9.4% | $385,624 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 4.97K | -3.6% | $334,063 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Mariner, LLC | 4.40K | 0.0% | $296,037 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 4.23K | +2.5% | $284,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | D. E. Shaw & Co. ✦ | 4.19K | 0.0% | $281,719 | 0.0% | Held | 8 | SEC ↗ |
| 51 | Focus Partners Wealth | 4.08K | +3.3% | $274,210 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 3.99K | +9.0% | $268,346 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 3.99K | +9.0% | $268,346 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | Neuberger Berman Group LLC | 3.42K | Neu | $229,892 | 0.0% | New | 1 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 3.35K | +18.6% | $221,364 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Captrust Financial Advisors | 3.00K | 0.0% | $201,324 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Cwm, Llc | 2.39K | +0.2% | $160,502 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Fifth Third Bancorp | 2.13K | Neu | $143,514 | 0.0% | New | 1 | SEC ↗ |
| 59 | Us Bancorp \De\ | 1.96K | 0.0% | $131,415 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Franklin Resources Inc | 1.71K | 0.0% | $114,610 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 1.35K | 0.0% | $91,016 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 1.35K | 0.0% | $91,016 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Assetmark, Inc | 1.01K | 0.0% | $67,733 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Qube Research & Technologies Ltd | 740 | -0.1% | $49,743 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $2.05M | 0.0% |
| Neuberger Berman Group LLC | $229,892 | 0.0% |
| Fifth Third Bancorp | $143,514 | 0.0% |
Ausgestiegen
| Hrt Financial Lp | $596,000 | war 0.0% |
| BlackRock | $6,012 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 170 Inhaber, 7.46M Anteile, $491.80M 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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