Wertpapierdatensatz · archiviertes Quartal
FREL
Name ausstehend – Profil wird eingelesen
45Erfasste Halter
+3Δ Inhaber
7.54MGehaltene Aktien
$204.09MGemeldeter Wert
+3Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.1% ·
Aktienfluss +4.5% ·
neue Nettopositionen +6.7%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -3 | 17.39M | $509.59M | +3 | −7 |
| Q1 2026 | 42 | -3 | 18.15M | $488.47M | +2 | −5 |
| Q4 2025 | 45 | +3 | 7.54M | $204.09M | +3 | — |
| Q3 2025 | 4 | -1 | 242.15K | $6.73M | — | −1 |
| Q2 2025 | 3 | 0 | 46.66K | $1.26M | — | — |
| Q1 2025 | 2 | 0 | 20.09K | $551,817 | — | — |
| Q4 2024 | 2 | 0 | 55.40K | $1.50M | — | — |
| Q3 2024 | 2 | 0 | 80.82K | $2.38M | +1 | −1 |
| Q2 2024 | 2 | — | 46.87K | $1.19M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.34M | — | $37.18M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 2 | Pnc Financial Services Group, Inc. | 861.23K | — | $23.16M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 3 | Envestnet Asset Management Inc | 823.47K | — | $22.14M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 815.74K | — | $21.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 532.68K | — | $14.32M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 431.01K | — | $11.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 417.34K | — | $11.22M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 314.90K | Neu | $8.47M | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 264.36K | — | $7.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Mml Investors Services, Llc | 233.04K | — | $6.27M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Creative Planning | 224.38K | — | $6.03M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 166.63K | +5.2% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | HighTower Advisors, LLC | 147.02K | — | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 139.11K | — | $3.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Financial Engines Advisors L.L.C. | 132.76K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 111.06K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 81.43K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Ameriprise Financial Inc | 68.27K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 63.54K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 55.16K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 43.51K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 40.39K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Wells Fargo & Company/Mn | 39.72K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 36.21K | -46.5% | $973,625 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Susquehanna International Group, Llp | 22.33K | — | $600,507 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 19.11K | — | $513,997 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Cwm, Llc | 18.06K | — | $486,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 17.49K | Neu | $470,387 | 0.0% | New | 1 | SEC ↗ |
| 29 | Citigroup Inc | 16.91K | — | $454,602 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 16.18K | — | $435,078 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | D. E. Shaw & Co. ✦ | 15.88K | Neu | $427,148 | 0.0% | New | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 8.12K | — | $220,431 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 8.14K | +0.6% | $218,938 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 7.93K | -1.9% | $213,302 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 5.33K | — | $143,386 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 4.20K | — | $112,938 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 1.79K | — | $48,250 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Deutsche Bank Ag\ | 756 | — | $20,329 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 671 | — | $18,043 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 589 | — | $15,838 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 290 | — | $7,798 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 203 | — | $5,459 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 200 | — | $5,422 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Simplex Trading, Llc | 46 | — | $1,236 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 17 | — | $465 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Two Sigma Investments | $8.47M | 0.0% |
| Goldman Sachs Group | $470,387 | 0.0% |
| D. E. Shaw & Co. | $427,148 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 199 Inhaber, 28.64M Anteile, $764.40M 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: Q4 2025 ·
Methodik ·
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