FGDL
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.0% ·
Aktienfluss -30.0% ·
neue Nettopositionen +9.1%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 251.65K | -64.6% | $15.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 218.26K | -2.1% | $13.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 175.70K | -32.2% | $10.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 53.88K | -11.9% | $3.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 44.07K | -59.0% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 28.70K | +2.4% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 26.59K | -56.7% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 19.36K | +19.5% | $1.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Raymond James Financial Inc | 16.94K | +6.9% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Cwm, Llc | 13.08K | -69.7% | $812,997 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Franklin Resources Inc | 12.59K | Neu | $782,720 | 0.0% | New | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 11.76K | -65.8% | $731,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 4.55K | -6.9% | $282,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Assetmark, Inc | 4.42K | -60.7% | $274,916 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Hrt Financial Lp | 3.68K | Neu | $228,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 2.70K | +3.9% | $167,597 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | UBS Group AG | 1.34K | Neu | $83,432 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 530 | +6.0% | $32,950 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Fifth Third Bancorp | 228 | Neu | $14,175 | 0.0% | New | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passiv) | 135 | -68.0% | $8,393 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 93 | -63.1% | $5,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 80 | -55.6% | $4,974 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Franklin Resources Inc | $782,720 | 0.0% |
| Hrt Financial Lp | $228,000 | 0.0% |
| UBS Group AG | $83,432 | 0.0% |
| Fifth Third Bancorp | $14,175 | 0.0% |
Ausgestiegen
| Bank of New York Mellon Corp | $437,921 | war 0.0% |
| Bank Of America Corp /De/ | $27,878 | war 0.0% |
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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.