FMAY
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.2% ·
Aktienfluss -0.3% ·
neue Nettopositionen +4.0%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +3 | 2.60M | $145.96M | +5 | −2 |
| Q1 2026 | 25 | +1 | 1.79M | $94.27M | +1 | — |
| Q4 2025 | 24 | +1 | 1.79M | $95.69M | +2 | −1 |
| Q3 2025 | 1 | -1 | 3.89K | $203,031 | — | −1 |
| Q2 2025 | 1 | 0 | 4.66K | $233,290 | — | — |
| Q1 2025 | 1 | +1 | 5.42K | $250,427 | +1 | — |
| Q3 2024 | 1 | 0 | 18.05K | $839,366 | — | — |
| Q2 2024 | 1 | — | 6.49K | $289,600 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 267.66K | -4.9% | $14.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Assetmark, Inc | 266.05K | +9.9% | $14.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 240.36K | -5.0% | $12.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 210.64K | +27.9% | $11.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 169.65K | -18.6% | $8.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 169.65K | -18.6% | $8.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cwm, Llc | 149.77K | -4.3% | $7.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 142.78K | +10.9% | $7.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 94.32K | -18.7% | $4.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 94.32K | -18.7% | $4.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 89.12K | -3.5% | $4.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 50.46K | +18.9% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 27.34K | -1.1% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 10.35K | -5.9% | $546,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 9.60K | -29.5% | $510,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 9.56K | +0.8% | $504,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 9.50K | 0.0% | $501,601 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Mariner, LLC | 7.64K | -7.3% | $403,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 7.24K | +26.1% | $382,273 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 6.52K | +56.3% | $344,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 5.70K | 0.0% | $300,961 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 5.40K | -3.0% | $285,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 5.40K | -3.0% | $285,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Barclays Plc | 2.28K | +63.0% | $120,226 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 1.70K | 0.0% | $89,760 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 993 | Neu | $52,431 | 0.0% | New | 1 | SEC ↗ |
| 27 | UBS Group AG | 688 | +2.7% | $36,326 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 63 | 0.0% | $3,326 | 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
| Fifth Third Bancorp | $52,431 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 129 Inhaber, 4.22M Anteile, $215.18M 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.