Wertpapierdatensatz · archiviertes Quartal
FNY
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
+2Δ Inhaber
2.80MGehaltene Aktien
$253.03MGemeldeter Wert
+4Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.5% ·
Aktienfluss +10.7% ·
neue Nettopositionen +6.1%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +1 | 2.84M | $314.71M | +2 | −1 |
| Q1 2026 | 33 | +2 | 2.80M | $253.03M | +4 | −2 |
| Q4 2025 | 31 | +2 | 2.53M | $230.55M | +2 | — |
| Q3 2025 | 4 | 0 | 454.59K | $41.65M | — | — |
| Q2 2025 | 1 | -1 | 147 | $12,081 | — | −1 |
| Q1 2025 | 1 | +1 | 41.74K | $3.13M | +1 | — |
| Q3 2024 | 1 | +1 | 2.78K | $221,160 | +1 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 814.46K | +12.1% | $73.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 602.08K | +3.1% | $54.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 602.08K | +3.1% | $54.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 410.77K | +4.8% | $37.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 410.77K | +4.8% | $37.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 410.77K | +4.8% | $37.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 203.12K | +208.9% | $18.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 203.12K | +208.9% | $18.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 177.03K | +91.0% | $16.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 132.58K | -4.3% | $12.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 108.81K | +3.5% | $9.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 69.22K | +18.6% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 69.22K | +18.6% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 50.78K | +0.8% | $4.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 50.78K | +0.8% | $4.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $4.52M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 40.23K | -4.8% | $3.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 23.26K | +15.0% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 19.94K | -14.5% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 18.69K | -33.2% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 11.59K | Neu | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 11.43K | Neu | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 8.15K | +1.9% | $737,740 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 6.88K | -9.5% | $622,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 6.78K | +19.4% | $613,580 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Creative Planning | 6.25K | +0.1% | $565,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 5.97K | -61.4% | $540,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 5.67K | -1.8% | $513,061 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Truist Financial Corp | 2.88K | +3.3% | $260,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 2.63K | -53.6% | $237,619 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 2.08K | 0.0% | $180,744 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Cwm, Llc | 1.58K | 0.0% | $142,607 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 1.20K | -78.8% | $108,856 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 1.20K | -78.8% | $108,856 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | BlackRock ✦ (passiv) | 1.20K | 0.0% | $108,584 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 629 | Neu | $56,916 | 0.0% | New | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 482 | 0.0% | $43,615 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 148 | 0.0% | $13,373 | 0.0% | Held | 4 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 39 | Neu | $3,529 | 0.0% | New | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 28 | 0.0% | $2,534 | 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
| Mercer Global Advisors Inc… | $1.05M | 0.0% |
| Fifth Third Bancorp | $1.03M | 0.0% |
| Bank Of Montreal /Can/ | $56,916 | 0.0% |
| UBS AM, a distinct business… | $3,529 | 0.0% |
Ausgestiegen
| First Trust Advisors Lp | $5.43M | war 0.0% |
| Citadel Advisors | $1.94M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 121 Inhaber, 3.80M Anteile, $349.06M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
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 ·
Methodik ·
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