Wertpapierdatensatz · archiviertes Quartal
FIW
Name ausstehend, Profil-Einspeisung läuft
50Erfasste Halter
+2Δ Inhaber
5.54MGehaltene Aktien
$570.87MGemeldeter Wert
+3Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.2% ·
Aktienfluss -0.3% ·
neue Nettopositionen +4.0%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 8.68K | $905,857 | n/a | −1 |
| Q2 2026 | 46 | -2 | 5.54M | $606.49M | +1 | −4 |
| Q1 2026 | 50 | +2 | 5.54M | $570.87M | +3 | −1 |
| Q4 2025 | 48 | 0 | 5.55M | $603.01M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.13M | $126.42M | n/a | n/a |
| Q2 2025 | 3 | -2 | 11.48K | $1.24M | n/a | −2 |
| Q1 2025 | 3 | +2 | 34.44K | $3.47M | +2 | n/a |
| Q4 2024 | 1 | -1 | 2.20K | $224,612 | n/a | −1 |
| Q3 2024 | 2 | +2 | 4.38K | $478,537 | +2 | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.01M | -4.8% | $103.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 948.89K | +1.4% | $97.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 512.08K | -1.5% | $52.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Wells Fargo & Company/Mn | 308.53K | -3.9% | $31.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 293.78K | +9.1% | $30.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 270.38K | +1.0% | $27.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 226.12K | +4.6% | $23.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 224.48K | -25.7% | $23.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Stifel Financial Corp | 202.37K | -9.0% | $20.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Ameriprise Financial Inc | 196.29K | +17.6% | $20.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 194.13K | 0.0% | $20.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | 1832 Asset Management L.P. | 177.70K | +5.2% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 172.34K | -8.4% | $17.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Osaic Holdings, Inc. | 112.78K | -7.8% | $11.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 87.75K | +3.0% | $9.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 77.79K | +215.0% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Us Bancorp \De\ | 65.61K | +0.3% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Bnp Paribas Financial Markets | 50.00K | Neu | $5.16M | 0.0% | New | 1 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 43.11K | -1.8% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 20 | Northwestern Mutual Wealth… | 42.97K | +9.9% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 41.72K | +15.0% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 36.61K | -17.1% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 32.47K | +10.1% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 30.20K | +1664.8% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Focus Partners Wealth | 22.53K | +5.0% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 22.21K | -3.3% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 27 | Rockefeller Capital Management L.P. | 17.61K | +4.4% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cibc World Market Inc. | 14.52K | -2.8% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 12.48K | -25.9% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 12.23K | Neu | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 11.69K | +11.3% | $1.21M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 32 | Wealth Enhancement Advisory… | 8.27K | -15.6% | $857,536 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 8.11K | -64.8% | $836,281 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 6.84K | +125.0% | $705,512 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Creative Planning | 6.40K | +37.4% | $660,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cwm, Llc | 6.39K | -3.1% | $659,004 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 6.03K | -5.0% | $621,977 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Captrust Financial Advisors | 4.65K | +44.1% | $479,891 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Brown Advisory Inc | 4.50K | 0.0% | $464,291 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 3.75K | -85.2% | $387,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Wealthfront Advisers LLC | 2.81K | +15.8% | $289,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Citigroup Inc | 2.77K | +3.3% | $285,652 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 2.10K | +31.1% | $219,025 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Corient Private Wealth LP | 2.10K | -50.5% | $216,780 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | BlackRock ✦ (passiv) | 1.36K | +1.5% | $140,784 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 46 | UBS AM, a distinct business unit of… | 440 | Neu | $45,377 | 0.0% | New | 1 | SEC ↗ |
| 47 | Assetmark, Inc | 344 | +88.0% | $35,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 117 | +60.3% | $12,066 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Blair William & Co/Il | 116 | 0.0% | $11,998 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Simplex Trading, Llc | 95 | -77.0% | $9,797 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Bnp Paribas Financial Markets | $5.16M | 0.0% |
| Mercer Global Advisors Inc… | $1.26M | 0.0% |
| UBS AM, a distinct business… | $45,377 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $2.60M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 302 Inhaber, 8.52M Anteile, $826.04M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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: Q1 2026 ·
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