Wertpapierdatensatz · archiviertes Quartal
FDT
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
0Δ Inhaber
4.43MGehaltene Aktien
$352.19MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +0.8% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +1 | 6.57M | $622.07M | +4 | −3 |
| Q1 2026 | 34 | +3 | 6.25M | $543.55M | +5 | −2 |
| Q4 2025 | 31 | 0 | 4.43M | $352.19M | — | — |
| Q3 2025 | 3 | 0 | 1.07M | $80.84M | — | — |
| Q2 2025 | 1 | — | 281 | $19,351 | — | — |
| Q3 2024 | 1 | +1 | 8.90K | $513,378 | +1 | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.11M | +3.4% | $87.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.11M | +3.4% | $87.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 844.38K | — | $67.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 418.05K | — | $33.21M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 418.05K | — | $33.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 406.08K | — | $32.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 284.77K | — | $22.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 268.83K | — | $21.36M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 207.84K | — | $16.51M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 207.84K | — | $16.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 207.84K | — | $16.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 207.84K | — | $16.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 203.04K | — | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 203.04K | — | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Assetmark, Inc | 153.13K | — | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 151.40K | — | $12.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 151.40K | — | $12.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 151.40K | — | $12.03M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 101.77K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 101.77K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 79.94K | — | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 42.20K | — | $3.35M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 42.20K | — | $3.35M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 42.20K | — | $3.35M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 40.00K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 30.04K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 22.16K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 16.33K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | First Trust Advisors Lp | 11.97K | — | $951,292 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 10.76K | — | $855,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 8.97K | — | $712,653 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 7.48K | — | $594,038 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 5.16K | — | $410,103 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 3.14K | — | $249,173 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 3.06K | — | $243,014 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 3.03K | — | $240,790 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 928 | -21.1% | $73,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 928 | -21.1% | $73,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 872 | +121.9% | $69,258 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 310 | — | $24,628 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 246 | — | $19,544 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fifth Third Bancorp | 103 | — | $8,183 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 92 | — | $7,309 | 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): 179 Inhaber, 8.74M Anteile, $726.48M 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: Q4 2025 ·
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