Wertpapierdatensatz · archiviertes Quartal
FTMH
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
+4Δ Inhaber
7.27MGehaltene Aktien
$83.81MGemeldeter Wert
+5Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +14.8% ·
Aktienfluss +15.8% ·
neue Nettopositionen +12.9%
— 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 | 31 | +1 | 9.12M | $108.39M | +3 | −2 |
| Q1 2026 | 31 | +4 | 7.27M | $83.81M | +5 | −1 |
| Q4 2025 | 27 | +2 | 6.28M | $72.62M | +2 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.71M | +7.0% | $19.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.14M | +29.7% | $13.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 726.23K | +135.9% | $8.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 726.23K | +135.9% | $8.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Captrust Financial Advisors | 662.92K | +13.0% | $7.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 626.58K | +49.5% | $7.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 626.58K | +49.5% | $7.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 524.41K | +68.7% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 277.18K | +43.7% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 209.11K | +60.0% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 191.87K | -2.3% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 191.87K | -2.3% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 191.06K | -1.6% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 127.47K | +3.1% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 121.06K | Neu | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 121.06K | Neu | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 113.27K | +14.5% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 113.27K | +14.5% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 111.86K | -2.8% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 111.86K | -2.8% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 92.78K | -88.3% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 75.31K | +10.6% | $868,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 70.22K | -34.4% | $809,591 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 70.22K | -34.4% | $809,591 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 65.30K | +329.2% | $752,941 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 55.60K | +182.3% | $636,597 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 35.28K | Neu | $406,824 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 33.49K | -5.7% | $386,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Lido Advisors, LLC | 33.30K | 0.0% | $383,949 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 20.96K | +20.0% | $241,680 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 18.97K | +76.3% | $218,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 15.93K | Neu | $183,719 | 0.0% | New | 1 | SEC ↗ |
| 33 | Creative Planning | 15.78K | +0.5% | $181,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 5.30K | -52.9% | $61,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Franklin Resources Inc | 3.01K | Neu | $34,740 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.57K | 0.0% | $18,065 | 0.0% | Held | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 725 | Neu | $8,338 | 0.0% | New | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 725 | Neu | $8,338 | 0.0% | New | 1 | SEC ↗ |
| 39 | Cwm, Llc | 248 | 0.0% | $2,859 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Bank of New York Mellon Corp | $1.40M | 0.0% |
| Bank of New York Mellon Corp | $1.40M | 0.0% |
| Mercer Global Advisors Inc… | $406,824 | 0.0% |
| Mariner, LLC | $183,719 | 0.0% |
| Franklin Resources Inc | $34,740 | 0.0% |
| JPMorgan Chase | $8,338 | 0.0% |
| JPMorgan Chase | $8,338 | 0.0% |
Ausgestiegen
| Pnc Financial Services Group… | $4,096 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 81 Inhaber, 9.30M Anteile, $106.43M 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 ·
Methodik ·
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