FGDL
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -5.8% · 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 | 22 | +1 | 941.46K | $50.25M | +1 | — |
| Q1 2026 | 22 | +2 | 890.35K | $55.26M | +4 | −2 |
| Q4 2025 | 20 | 0 | 1.59M | $91.49M | — | — |
| Q3 2025 | 5 | +1 | 225.66K | $11.66M | +1 | — |
| Q2 2025 | 2 | +1 | 41.74K | $1.84M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 710.23K | — | $40.91M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 259.33K | — | $14.94M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 222.99K | — | $12.84M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 107.50K | -48.2% | $6.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 107.50K | -48.2% | $6.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 61.36K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 61.16K | — | $3.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 43.14K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 34.38K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 28.03K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 28.03K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 16.20K | +4.2% | $933,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 15.85K | — | $913,018 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 15.85K | — | $913,018 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Assetmark, Inc | 11.26K | — | $648,461 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 7.60K | — | $437,921 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 7.60K | — | $437,921 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 4.89K | — | $282,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 4.89K | — | $282,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.60K | +16.2% | $149,541 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 500 | +1566.7% | $28,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 484 | — | $27,878 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passiv) | 422 | -7.9% | $24,307 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 252 | — | $14,515 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 180 | — | $10,368 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 180 | — | $10,368 | 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): 90 Inhaber, 1.47M Anteile, $84.29M 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.