Wertpapierdatensatz · archiviertes Quartal
FAX
Name ausstehend – Profil wird eingelesen
30Erfasste Halter
+1Δ Inhaber
4.28MGehaltene Aktien
$61.65MGemeldeter Wert
+3Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.4% ·
Aktienfluss +10.6% ·
neue Nettopositionen +3.3%
— 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 | 28 | -1 | 4.44M | $65.25M | +1 | −2 |
| Q1 2026 | 30 | +1 | 4.28M | $61.65M | +3 | −2 |
| Q4 2025 | 29 | +1 | 3.87M | $59.17M | +1 | — |
| Q3 2025 | 2 | -1 | 869.39K | $14.16M | — | −1 |
| Q2 2025 | 2 | 0 | 11.84K | $188,493 | +1 | −1 |
| Q1 2025 | 1 | +1 | 25.58K | $401,606 | +1 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.07M | +46.1% | $15.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.07M | +46.1% | $15.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.07M | +46.1% | $15.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.07M | +46.1% | $15.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 701.40K | +8.0% | $10.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 701.40K | +8.0% | $10.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 701.40K | +8.0% | $10.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 566.81K | +4.9% | $8.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 566.81K | +4.9% | $8.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Invesco Ltd. | 387.60K | -21.4% | $5.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 241.71K | +3.7% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Franklin Resources Inc | 167.59K | +3.5% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 160.78K | +12.4% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 160.78K | +12.4% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 144.46K | -3.4% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 144.46K | -3.4% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | LPL Financial LLC | 144.14K | +0.1% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Corient Private Wealth LP | 98.24K | +737.8% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 92.89K | +11.2% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 62.34K | +4.3% | $899,021 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 59.83K | +38.8% | $862,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 58.11K | -32.5% | $837,946 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 53.61K | 0.0% | $773,027 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Lido Advisors, LLC | 52.82K | 0.0% | $761,693 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 40.36K | +1.4% | $582,045 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 34.58K | -16.5% | $498,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 32.30K | Neu | $465,837 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 31.74K | +27.2% | $457,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS Group AG | 31.74K | +27.2% | $457,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS Group AG | 31.74K | +27.2% | $457,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Creative Planning | 21.80K | -7.2% | $314,307 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fisher Asset Management ✦ | 19.89K | +14.1% | $286,868 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 17.65K | -4.1% | $254,459 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Millennium Management ✦ | 13.74K | Neu | $198,174 | 0.0% | New | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 2.00K | -3.9% | $28,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 681 | -81.5% | $9,820 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cwm, Llc | 586 | -54.8% | $8,444 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 311 | +4.4% | $4,484 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 219 | Neu | $3,158 | 0.0% | New | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 86 | -59.8% | $1,240 | 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
| Quantinno Capital Management… | $465,837 | 0.0% |
| Millennium Management | $198,174 | 0.0% |
| Fifth Third Bancorp | $3,158 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $623,847 | war 0.0% |
| Balyasny Asset Management L.P. | $261,440 | war 0.0% |
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.
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 ·
Über die API abrufen