FGD
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.9% ·
Aktienfluss +0.2% ·
neue Nettopositionen +2.9%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | -4 | 19.72M | $631.01M | +1 | −6 |
| Q1 2026 | 40 | +4 | 17.79M | $567.85M | +4 | — |
| Q4 2025 | 35 | +1 | 14.23M | $430.68M | +1 | — |
| Q3 2025 | 3 | +1 | 1.13M | $32.45M | +1 | — |
| Q2 2025 | 1 | -1 | 2.54K | $70,038 | — | −1 |
| Q1 2025 | 1 | 0 | 75.39K | $1.82M | — | — |
| Q4 2024 | 1 | +1 | 11.46K | $254,982 | +1 | — |
| Q2 2024 | 1 | — | 14.66K | $327,419 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.34M | — | $100.99M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.67M | — | $80.86M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 1.44M | — | $43.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 1.31M | — | $39.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 1.11M | +0.4% | $33.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 798.49K | — | $24.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 681.47K | — | $20.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 436.63K | — | $13.22M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 405.52K | — | $12.28M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Envestnet Asset Management Inc | 355.49K | — | $10.76M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 298.57K | — | $9.04M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 289.84K | — | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 206.17K | — | $6.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 158.93K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 112.60K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 99.88K | — | $3.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 95.05K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Baird Financial Group, Inc. | 77.25K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 59.95K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 52.17K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 43.75K | +199.5% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 39.92K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Sei Investments Co | 34.78K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 26.93K | — | $815,032 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 22.31K | — | $675,436 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 21.85K | — | $672,968 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 21.83K | — | $660,794 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 16.64K | — | $503,780 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 7.30K | +7.3% | $221,004 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cwm, Llc | 3.28K | — | $99,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 700 | — | $21,189 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 208 | — | $6,298 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 200 | — | $6,054 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 196 | Neu | $5,933 | 0.0% | New | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 4 | — | $121 | 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
| JPMorgan Chase | $5,933 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 189 Inhaber, 25.09M Anteile, $779.63M 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.