Wertpapierdatensatz · archiviertes Quartal
FDRR
Name ausstehend – Profil wird eingelesen
27Erfasste Halter
0Δ Inhaber
1.54MGehaltene Aktien
$90.76MGemeldeter Wert
+2Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +1.6% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +3 | 1.55M | $100.69M | +3 | — |
| Q1 2026 | 27 | 0 | 1.54M | $90.76M | +2 | −2 |
| Q4 2025 | 27 | +1 | 1.52M | $92.74M | +1 | — |
| Q3 2025 | 4 | 0 | 178.60K | $10.47M | — | — |
| Q2 2025 | 1 | -1 | 58.08K | $3.15M | — | −1 |
| Q1 2025 | 1 | +1 | 8.99K | $448,951 | +1 | — |
| Q2 2024 | 1 | — | 50.52K | $2.44M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 310.46K | -10.6% | $18.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 245.92K | -0.5% | $14.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 245.92K | -0.5% | $14.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 152.09K | -10.9% | $8.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cwm, Llc | 119.35K | +29.3% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 103.93K | +38.0% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 81.68K | -31.3% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 81.68K | -31.3% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 78.50K | +12.6% | $4.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Cetera Investment Advisers | 76.80K | +23.9% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 73.43K | -8.0% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 73.43K | -8.0% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 63.62K | -4.1% | $3.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 63.62K | -4.1% | $3.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 48.07K | +89.6% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 48.07K | +89.6% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 43.67K | -2.6% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 43.67K | -2.6% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 32.18K | +102.9% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Lido Advisors, LLC | 29.77K | -4.6% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Lido Advisors, LLC | 29.77K | -4.6% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Lido Advisors, LLC | 29.77K | -4.6% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 22.19K | +6.8% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 16.87K | +164.8% | $992,072 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 11.27K | +4.2% | $662,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 9.35K | +6.9% | $553,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 7.41K | -6.6% | $435,792 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 6.84K | Neu | $402,371 | 0.0% | New | 1 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 5.37K | 0.0% | $316,009 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 2.39K | +17.7% | $140,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 1.94K | +75.9% | $113,916 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 1.94K | +75.9% | $113,916 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 901 | Neu | $52,982 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 325 | +3.5% | $19,111 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 120 | +42.9% | $7,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 75 | 0.0% | $4,410 | 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
| Mercer Global Advisors Inc… | $402,371 | 0.0% |
| Fifth Third Bancorp | $52,982 | 0.0% |
Ausgestiegen
| Susquehanna International… | $394,982 | war 0.0% |
| Truist Financial Corp | $246,514 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 107 Inhaber, 3.62M Anteile, $200.70M 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