FCAL
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +0.6% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -1 | 1.66M | $82.58M | +1 | −2 |
| Q1 2026 | 20 | +3 | 1.64M | $80.27M | +3 | — |
| Q4 2025 | 17 | 0 | 1.59M | $78.22M | — | — |
| Q3 2025 | 1 | -1 | 209.54K | $10.22M | — | −1 |
| Q2 2025 | 1 | +1 | 5.11K | $244,887 | +1 | — |
| Q3 2024 | 1 | +1 | 35.68K | $1.79M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 872.81K | — | $43.04M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 218.42K | +4.2% | $10.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 218.42K | +4.2% | $10.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 79.56K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 72.49K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 69.91K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 66.97K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 66.97K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 50.60K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 43.25K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 43.25K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 32.67K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 32.67K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 26.75K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 19.15K | — | $944,030 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 11.90K | — | $586,830 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 11.90K | — | $586,830 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 10.70K | — | $527,389 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 6.04K | — | $298,332 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 4.83K | — | $238,022 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 401 | — | $19,759 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | — | $45 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 76 Inhaber, 2.83M Anteile, $135.75M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.