FDM
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +0.3% · 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 | 28 | 0 | 749.01K | $69.73M | +2 | −2 |
| Q1 2026 | 28 | +2 | 735.94K | $60.39M | +4 | −2 |
| Q4 2025 | 26 | 0 | 696.13K | $55.42M | +1 | −1 |
| Q3 2025 | 4 | 0 | 109.58K | $8.30M | — | — |
| Q2 2025 | 2 | -1 | 13.98K | $1.00M | — | −1 |
| Q1 2025 | 2 | 0 | 28.41K | $1.77M | — | — |
| Q4 2024 | 2 | +1 | 55.52K | $3.78M | +1 | — |
| Q3 2024 | 1 | +1 | 3.50K | $224,364 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 169.03K | — | $13.46M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 137.58K | — | $10.95M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 95.65K | +0.6% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 95.65K | +0.6% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 95.65K | +0.6% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 77.37K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 77.37K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 55.61K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 55.61K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 19.30K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 17.27K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 17.27K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 14.88K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 13.43K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 12.11K | — | $963,831 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 10.97K | — | $873,703 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 10.88K | — | $866,620 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 10.70K | — | $851,555 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 10.70K | — | $851,555 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 9.26K | Neu | $737,085 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 7.07K | — | $562,704 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 6.51K | — | $518,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 6.20K | -54.4% | $493,619 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 24 | Captrust Financial Advisors | 6.19K | — | $493,142 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 5.23K | — | $416,514 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Brown Advisory Inc | 3.77K | — | $300,152 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 3.27K | — | $260,760 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 2.93K | — | $233,577 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 567 | +50.4% | $45,147 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 150 | — | $11,942 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 112 | — | $8,917 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 82 | — | $6,562 | 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
| Citadel Advisors | $737,085 | 0.0% |
Ausgestiegen
| JPMorgan Chase | $37,876 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 83 Inhaber, 1.69M Anteile, $139.97M 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.