FOCT
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.5% ·
Aktienfluss +0.5% ·
neue Nettopositionen +4.3%
— 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 | 23 | 0 | 2.21M | $115.42M | +3 | −3 |
| Q1 2026 | 24 | +1 | 2.83M | $135.08M | +3 | −2 |
| Q4 2025 | 23 | +1 | 2.98M | $146.08M | +1 | — |
| Q3 2025 | 1 | -1 | 4.13K | $196,312 | — | −1 |
| Q2 2025 | 1 | 0 | 14.17K | $634,391 | — | — |
| Q1 2025 | 1 | 0 | 13.18K | $546,887 | — | — |
| Q4 2024 | 1 | 0 | 15.94K | $679,352 | — | — |
| Q3 2024 | 1 | 0 | 12.91K | $545,681 | — | — |
| Q2 2024 | 1 | — | 15.34K | $637,224 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 868.48K | — | $42.55M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 384.82K | — | $18.85M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 384.82K | — | $18.85M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 373.79K | — | $18.31M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Assetmark, Inc | 264.64K | — | $12.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 241.42K | — | $11.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 202.74K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 202.74K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 202.74K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 161.44K | — | $7.91M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 117.24K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 97.79K | — | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 55.53K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 49.97K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 36.82K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 26.69K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 24.57K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 20.59K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 20.56K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 17.36K | +320.2% | $850,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 17.36K | +320.2% | $850,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 7.33K | — | $358,950 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 6.85K | — | $338,200 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 2.36K | — | $115,518 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Barclays Plc | 331 | — | $16,216 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 224 | — | $10,974 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 174 | Neu | $8,524 | 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
| Morgan Stanley | $8,524 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 135 Inhaber, 5.21M Anteile, $238.71M 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.