FJP
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.0% ·
Aktienfluss +0.2% ·
neue Nettopositionen +9.1%
— 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 | 25 | 0 | 1.98M | $151.17M | +1 | −1 |
| Q1 2026 | 26 | +4 | 1.97M | $143.12M | +5 | −1 |
| Q4 2025 | 22 | +2 | 1.92M | $128.98M | +2 | — |
| Q3 2025 | 2 | 0 | 276.05K | $17.99M | — | — |
| Q2 2025 | 1 | -1 | 312 | $18,660 | — | −1 |
| Q1 2025 | 1 | +1 | 14.28K | $782,720 | +1 | — |
| Q2 2024 | 1 | — | 15.75K | $811,492 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 735.44K | — | $49.40M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 735.44K | — | $49.40M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 735.44K | — | $49.40M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 735.44K | — | $49.40M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 271.91K | -1.4% | $18.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 271.91K | -1.4% | $18.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 240.11K | — | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 215.69K | — | $14.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 119.43K | — | $8.02M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 92.15K | — | $6.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Assetmark, Inc | 86.89K | — | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 41.79K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 41.79K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 30.67K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 22.58K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 21.16K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 21.16K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 21.16K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 16.78K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 8.02K | Neu | $539,012 | 0.0% | New | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 3.91K | — | $262,670 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 3.73K | — | $250,391 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 3.22K | — | $216,591 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 2.12K | — | $142,411 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 856 | — | $57,502 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 509 | — | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 509 | — | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 509 | — | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 500 | — | $33,594 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 310 | -4.0% | $20,792 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 307 | Neu | $20,623 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $539,012 | 0.0% |
| JPMorgan Chase | $20,623 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 86 Inhaber, 2.63M Anteile, $184.29M 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.