FAX
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.6% ·
Aktienfluss -3.0% ·
neue Nettopositionen +3.4%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 730.70K | -14.4% | $11.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Royal Bank Of Canada | 649.60K | n/a | $9.96M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 540.36K | n/a | $8.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 493.02K | n/a | $7.56M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 233.06K | n/a | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Franklin Resources Inc | 161.93K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 149.56K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 143.95K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 143.07K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Susquehanna International Group, Llp | 86.03K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 83.52K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 59.74K | n/a | $916,485 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Us Bancorp \De\ | 53.61K | n/a | $822,347 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Lido Advisors, LLC | 52.82K | n/a | $810,289 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 43.09K | n/a | $661,047 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 41.38K | n/a | $634,853 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 40.67K | n/a | $623,847 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 39.79K | n/a | $610,420 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 24.96K | n/a | $382,902 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Creative Planning | 23.48K | n/a | $360,208 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 18.40K | n/a | $282,209 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 17.43K | +11.6% | $267,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Balyasny Asset Management L.P. | 17.04K | n/a | $261,440 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 3.68K | n/a | $56,452 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 11.73K | n/a | $40,406 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.08K | Neu | $31,938 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cwm, Llc | 1.30K | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 298 | n/a | $4,570 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 214 | n/a | $3,283 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| JPMorgan Chase | $31,938 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 96 Inhaber, 8.68M Anteile, $107.38M 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.