Wertpapierdatensatz · archiviertes Quartal
FDD
Name ausstehend, Profil-Einspeisung läuft
36Erfasste Halter
+4Δ Inhaber
15.94MGehaltene Aktien
$283.65MGemeldeter Wert
+5Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +12.5% ·
Aktienfluss +14.2% ·
neue Nettopositionen +11.1%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 36.82K | $681,906 | n/a | n/a |
| Q2 2026 | 33 | -2 | 15.87M | $294.38M | +1 | −3 |
| Q1 2026 | 36 | +4 | 15.94M | $283.65M | +5 | −1 |
| Q4 2025 | 32 | 0 | 13.96M | $244.21M | +1 | −1 |
| Q3 2025 | 4 | +1 | 4.47M | $72.21M | +1 | n/a |
| Q2 2025 | 2 | 0 | 55.80K | $867,205 | n/a | n/a |
| Q1 2025 | 1 | 0 | 23.93K | $324,676 | n/a | n/a |
| Q4 2024 | 1 | +1 | 7.25K | $81,588 | +1 | n/a |
| Q2 2024 | 1 | n/a | 73.57K | $861,447 | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.64M | +8.6% | $64.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 2.41M | +8.8% | $42.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.72M | 0.0% | $30.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.47M | +4.1% | $26.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.41M | +29.1% | $25.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 1.34M | +17.5% | $23.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 801.95K | -9.4% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 669.21K | +52.3% | $11.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 372.12K | +8.6% | $6.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 347.89K | +145.2% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 246.65K | +38.4% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 203.65K | +20.4% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 163.03K | +11.9% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 149.52K | -4.3% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 146.19K | +422.1% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 127.02K | +7.1% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 119.28K | Neu | $2.12M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 102.82K | +12.9% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 102.76K | +13.2% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 55.90K | +249.4% | $995,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 54.97K | +74.6% | $978,997 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 52.93K | Neu | $942,685 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 48.14K | Neu | $857,320 | 0.0% | New | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 46.14K | -29.6% | $829,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 45.88K | +25.3% | $817,077 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 32.65K | 0.0% | $581,514 | 0.0% | Held | 2 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 19.83K | +72.8% | $353,154 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 12.50K | 0.0% | $222,625 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 4.44K | +5.5% | $79,031 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3.65K | 0.0% | $65,007 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 31 | National Bank Of Canada /Fi/ | 3.20K | -36.0% | $57,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Blair William & Co/Il | 3.00K | 0.0% | $53,430 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Cwm, Llc | 1.20K | Neu | $21,327 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 1.00K | 0.0% | $17,810 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 105 | Neu | $1,870 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 53 | -99.5% | $912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Citadel Advisors | $2.12M | 0.0% |
| Mercer Global Advisors Inc… | $942,685 | 0.0% |
| Fifth Third Bancorp | $857,320 | 0.0% |
| Cwm, Llc | $21,327 | 0.0% |
| Bnp Paribas Financial Markets | $1,870 | 0.0% |
Ausgestiegen
| Qube Research & Technologies… | $3,815 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 134 Inhaber, 26.17M Anteile, $450.26M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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