FID
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.3% ·
Aktienfluss -1.1% ·
neue Nettopositionen -5.6%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | 0 | 2.52M | $54.07M | +1 | −1 |
| Q1 2026 | 21 | +3 | 2.56M | $53.56M | +3 | — |
| Q4 2025 | 18 | -1 | 2.27M | $46.69M | +1 | −2 |
| Q3 2025 | 4 | +1 | 41.92K | $825,812 | +1 | — |
| Q2 2025 | 1 | +1 | 33.47K | $643,351 | +1 | — |
| Q2 2024 | 1 | — | 13.53K | $212,644 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.12M | — | $23.00M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 270.81K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 205.76K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 205.76K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 205.76K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 198.05K | — | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 148.75K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 111.22K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 91.53K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 91.53K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 57.55K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 57.55K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 23.30K | — | $478,785 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 21.13K | — | $434,242 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 6.75K | Neu | $138,613 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 5.77K | -3.9% | $118,652 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 4.31K | — | $88,515 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 3.44K | 0.0% | $70,723 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 3.44K | 0.0% | $70,723 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 3.10K | — | $63,664 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 1.12K | — | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 170 | — | $3,485 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | — | $11 | 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 | $138,613 | 0.0% |
Ausgestiegen
| Citadel Advisors | $410,410 | war 0.0% |
| Goldman Sachs Group | $229,308 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 70 Inhaber, 6.41M Anteile, $123.13M 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.