FSEP
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +13.0% ·
Aktienfluss -4.3% ·
neue Nettopositionen +11.5%
— 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 | 24 | -1 | 1.93M | $106.39M | +2 | −3 |
| Q1 2026 | 26 | +3 | 2.75M | $138.52M | +4 | −1 |
| Q4 2025 | 23 | 0 | 2.88M | $148.32M | +1 | −1 |
| Q3 2025 | 3 | 0 | 19.93K | $1.01M | — | — |
| Q2 2025 | 1 | 0 | 6.10K | $293,044 | — | — |
| Q1 2025 | 1 | 0 | 14.51K | $646,287 | — | — |
| Q4 2024 | 1 | +1 | 4.76K | $217,374 | +1 | — |
| Q2 2024 | 1 | — | 7.33K | $320,978 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 487.95K | -3.7% | $24.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cwm, Llc | 425.05K | -6.0% | $21.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 368.07K | -3.5% | $18.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Assetmark, Inc | 279.99K | +11.4% | $14.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 278.92K | -9.6% | $14.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 278.92K | -9.6% | $14.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 240.64K | -1.3% | $12.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 203.06K | -32.1% | $10.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 196.08K | -10.3% | $9.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 196.08K | -10.3% | $9.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 67.68K | +1.0% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 34.37K | +60.8% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 25.95K | -0.7% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 25.45K | +47.1% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mariner, LLC | 25.45K | +47.1% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 24.57K | Neu | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 24.06K | -2.5% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 10.23K | -22.9% | $514,876 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 9.66K | Neu | $485,986 | 0.0% | New | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 9.49K | Neu | $477,732 | 0.0% | New | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 8.40K | 0.0% | $423,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 8.35K | 0.0% | $420,256 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 8.16K | -15.6% | $412,429 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | First Trust Advisors Lp | 5.76K | +9.1% | $289,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Focus Partners Wealth | 5.60K | 0.0% | $281,848 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Barclays Plc | 1.62K | -44.2% | $81,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 1.50K | Neu | $74,070 | 0.0% | New | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 821 | +697.1% | $40,455 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 723 | +94.3% | $36,389 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $1.24M | 0.0% |
| Citadel Advisors | $485,986 | 0.0% |
| AQR Capital Management | $477,732 | 0.0% |
| Jones Financial Companies Lllp | $74,070 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $236,970 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 151 Inhaber, 6.07M Anteile, $291.82M 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.