Wertpapierdatensatz · archiviertes Quartal
FSTA
Name ausstehend – Profil wird eingelesen
47Erfasste Halter
+2Δ Inhaber
6.91MGehaltene Aktien
$361.40MGemeldeter Wert
+6Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.4% ·
Aktienfluss +4.7% ·
neue Nettopositionen +4.3%
— 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 | 44 | -1 | 7.06M | $370.89M | +3 | −5 |
| Q1 2026 | 47 | +2 | 6.91M | $361.40M | +6 | −4 |
| Q4 2025 | 45 | -1 | 6.60M | $325.28M | — | −1 |
| Q3 2025 | 6 | -2 | 644.56K | $32.13M | — | −2 |
| Q2 2025 | 5 | +3 | 146.12K | $7.47M | +3 | — |
| Q1 2025 | 1 | -1 | 9.95K | $508,901 | — | −1 |
| Q4 2024 | 2 | +1 | 19.02K | $940,320 | +1 | — |
| Q3 2024 | 1 | -1 | 9.99K | $510,040 | — | −1 |
| Q2 2024 | 2 | — | 25.34K | $1.20M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 2.65M | +4.0% | $138.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.36M | +1.3% | $71.10M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 510.29K | -2.7% | $26.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 408.62K | +1.2% | $21.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 366.62K | +13.2% | $19.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Morgan Stanley ✦ | 217.00K | +0.3% | $11.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Envestnet Asset Management Inc | 141.00K | +10.8% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Assetmark, Inc | 133.11K | +1.2% | $6.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 122.00K | 0.0% | $6.38M | 0.0% | Held | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 92.76K | +67.3% | $4.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Mercer Global Advisors Inc /Adv | 82.27K | +3.8% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 82.13K | +19.6% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Fidelity (FMR) ✦ | 76.41K | +15.2% | $4.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 67.71K | +8.3% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Citigroup Inc | 65.64K | +90.0% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 60.87K | +9.8% | $3.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 56.56K | -24.9% | $2.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Raymond James Financial Inc | 49.51K | +35.4% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Susquehanna International Group, Llp | 44.27K | +73.4% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 30.99K | -0.8% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 30.93K | +6.0% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Wells Fargo & Company/Mn | 30.18K | -25.8% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Creative Planning | 28.95K | +132.3% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 24.40K | Neu | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 20.72K | +7.4% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 20.67K | +8.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 20.21K | -13.3% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Mml Investors Services, Llc | 19.36K | -14.4% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Truist Financial Corp | 14.43K | +187.2% | $755,345 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | HighTower Advisors, LLC | 11.01K | -5.2% | $576,248 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 10.49K | -0.8% | $548,979 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Mariner, LLC | 10.16K | -1.0% | $531,808 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 8.79K | Neu | $460,267 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fisher Asset Management ✦ | 8.63K | +3.6% | $451,712 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 35 | Corient Private Wealth LP | 7.74K | -50.0% | $404,826 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 7.42K | +26.6% | $388,527 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Quantinno Capital Management LP | 5.82K | +24.9% | $304,626 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 4.64K | +160.8% | $242,654 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 3.88K | -4.9% | $203,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Cwm, Llc | 1.95K | -1.4% | $102,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | BlackRock ✦ (passiv) | 1.61K | Neu | $84,251 | 0.0% | New | 1 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 701 | Neu | $36,662 | 0.0% | New | 1 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 213 | 0.0% | $11,146 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Blair William & Co/Il | 133 | -32.8% | $6,960 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Franklin Resources Inc | 132 | 0.0% | $6,908 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Simplex Trading, Llc | 81 | Neu | $4,238 | 0.0% | New | 1 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 10 | Neu | $523 | 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
| Two Sigma Investments | $1.28M | 0.0% |
| Fifth Third Bancorp | $460,267 | 0.0% |
| BlackRock | $84,251 | 0.0% |
| National Bank Of Canada /Fi/ | $36,662 | 0.0% |
| Simplex Trading, Llc | $4,238 | 0.0% |
| Bnp Paribas Financial Markets | $523 | 0.0% |
Ausgestiegen
| Hrt Financial Lp | $635,000 | war 0.0% |
| Jane Street Group, Llc | $442,956 | war 0.0% |
| Deutsche Bank Ag\ | $37,630 | war 0.0% |
| Bank Of Montreal /Can/ | $4,874 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 208 Inhaber, 10.72M Anteile, $556.20M 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 ·
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