FOCT
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.3% ·
Aktienfluss -5.0% ·
neue Nettopositionen +4.2%
— 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 | 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 | 874.95K | +0.8% | $41.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 353.43K | -8.2% | $16.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 353.43K | -8.2% | $16.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 353.25K | -5.5% | $16.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Assetmark, Inc | 295.23K | +11.6% | $14.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 183.09K | -24.2% | $8.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 181.78K | -10.3% | $8.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 181.78K | -10.3% | $8.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 181.78K | -10.3% | $8.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 148.92K | -7.8% | $7.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 100.55K | +2.8% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cwm, Llc | 99.24K | -15.3% | $4.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 52.09K | -6.2% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 48.63K | -2.7% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 35.31K | -4.1% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 32.27K | +31.3% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 26.69K | 0.0% | $1.27M | 0.0% | Held | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 20.30K | -1.4% | $967,731 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 9.91K | -51.8% | $472,318 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mariner, LLC | 6.95K | -5.1% | $331,424 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 5.97K | -12.8% | $286,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 1.50K | Neu | $70,316 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.25K | -92.8% | $58,231 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 961 | Neu | $45,820 | 0.0% | New | 1 | SEC ↗ |
| 25 | UBS Group AG | 651 | +190.6% | $31,040 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 33 | Neu | $1,573 | 0.0% | New | 1 | SEC ↗ |
| 27 | Barclays Plc | 20 | -94.0% | $954 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Jones Financial Companies Lllp | $70,316 | 0.0% |
| Northwestern Mutual Wealth… | $45,820 | 0.0% |
| Wells Fargo & Company/Mn | $1,573 | 0.0% |
Ausgestiegen
| Fifth Third Bancorp | $115,518 | war 0.0% |
| Morgan Stanley | $8,524 | war 0.0% |
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.