FCAL
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +17.6% ·
Aktienfluss +3.5% ·
neue Nettopositionen +15.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| 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 | 942.26K | +8.0% | $46.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 228.96K | +4.8% | $11.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 228.96K | +4.8% | $11.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mariner, LLC | 91.32K | +80.5% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mariner, LLC | 91.32K | +80.5% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 86.32K | +8.5% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 42.65K | -1.4% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 36.28K | Neu | $1.77M | 0.0% | New | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 35.39K | Neu | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 30.18K | -58.4% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 28.54K | -12.7% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 28.12K | +5.1% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 24.09K | -64.0% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 18.43K | -3.8% | $900,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 14.00K | -80.0% | $684,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 12.73K | +7.0% | $622,465 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 12.73K | +7.0% | $622,465 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 10.70K | 0.0% | $522,927 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 5.40K | +11.8% | $263,946 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 5.20K | -14.0% | $255,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 954 | Neu | $46,663 | 0.0% | New | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 268 | -33.2% | $13,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | 0.0% | $48 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Cerity Partners LLC | $1.77M | 0.0% |
| Susquehanna International… | $1.73M | 0.0% |
| Fifth Third Bancorp | $46,663 | 0.0% |
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.