FLRT
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -12.5% ·
Aktienfluss -0.9% ·
neue Nettopositionen -14.3%
— 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 | 19 | -3 | 3.75M | $174.71M | +2 | −5 |
| Q1 2026 | 23 | +2 | 3.81M | $176.61M | +4 | −2 |
| Q4 2025 | 21 | -3 | 3.27M | $154.03M | — | −3 |
| Q3 2025 | 4 | +1 | 30.30K | $1.44M | +1 | — |
| Q2 2025 | 1 | 0 | 24.54K | $1.17M | — | — |
| Q1 2025 | 1 | 0 | 107.13K | $5.04M | — | — |
| Q4 2024 | 1 | 0 | 6.08K | $289,233 | — | — |
| Q3 2024 | 1 | 0 | 41.97K | $1.99M | — | — |
| Q2 2024 | 1 | — | 22.96K | $1.09M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.55M | — | $72.91M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 316.12K | — | $14.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 276.67K | — | $13.04M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 276.67K | — | $13.04M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 276.67K | — | $13.04M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 251.08K | — | $11.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 251.08K | — | $11.83M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 159.24K | — | $7.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Assetmark, Inc | 145.60K | — | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 140.62K | — | $6.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 116.45K | — | $5.49M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 114.46K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 114.46K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 73.71K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 40.03K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 35.43K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 18.11K | — | $853,445 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 17.64K | — | $831,278 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 8.74K | — | $411,937 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 5.96K | — | $281,610 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 413 | — | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 342 | — | $16,141 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 127 | — | $5,986 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 92 | — | $4,336 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1 | 0.0% | $61 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Goldman Sachs Group | $1.15M | war 0.0% |
| Citadel Advisors | $283,203 | war 0.0% |
| Fidelity (FMR) | $47 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 113 Inhaber, 7.82M Anteile, $350.48M 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.