FJUL
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.3% ·
Aktienfluss -17.2% ·
neue Nettopositionen +4.2%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 19.15K | $1.18M | n/a | n/a |
| Q2 2026 | 24 | +2 | 2.12M | $126.33M | +2 | −1 |
| Q1 2026 | 24 | +1 | 2.68M | $146.79M | +1 | n/a |
| Q4 2025 | 23 | 0 | 3.24M | $181.19M | n/a | n/a |
| Q3 2025 | 2 | 0 | 9.69K | $530,225 | n/a | n/a |
| Q2 2025 | 1 | 0 | 4.36K | $225,791 | n/a | n/a |
| Q1 2025 | 1 | 0 | 12.22K | $582,039 | n/a | n/a |
| Q4 2024 | 1 | 0 | 16.57K | $811,636 | n/a | n/a |
| Q3 2024 | 1 | 0 | 5.96K | $286,543 | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.99K | $275,807 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 507.76K | -11.7% | $27.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 433.16K | -39.3% | $23.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cwm, Llc | 320.95K | -3.4% | $17.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Assetmark, Inc | 255.85K | +10.5% | $14.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 182.17K | -14.0% | $9.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 174.46K | -46.7% | $9.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 173.68K | -24.5% | $9.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 126.10K | -6.5% | $6.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 120.85K | -11.3% | $6.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Captrust Financial Advisors | 107.77K | 0.0% | $5.90M | 0.0% | Held | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 78.65K | +160.0% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mariner, LLC | 36.97K | -2.6% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 34.21K | +16.7% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 33.26K | -2.8% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 26.55K | -27.5% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 19.54K | -2.2% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 11.34K | -1.8% | $620,361 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 10.58K | -26.0% | $583,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cerity Partners LLC | 8.22K | 0.0% | $449,580 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 7.24K | -6.4% | $395,899 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 5.54K | 0.0% | $303,204 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Hrt Financial Lp | 4.35K | Neu | $237,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Barclays Plc | 3.00K | -15.7% | $164,379 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 330 | -59.5% | $18,058 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Hrt Financial Lp | $237,000 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 146 Inhaber, 4.71M Anteile, $249.41M 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.