FTMU
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.6% ·
Aktienfluss +30.0% ·
neue Nettopositionen +3.4%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +4 | 7.84M | $62.21M | +6 | −2 |
| Q1 2026 | 29 | +1 | 4.50M | $35.06M | +2 | −1 |
| Q4 2025 | 28 | +3 | 3.44M | $26.89M | +3 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.04M | +2033.7% | $8.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 513.83K | +43.0% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 385.87K | +0.4% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 385.87K | +0.4% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 280.54K | +57.2% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 280.54K | +57.2% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 276.16K | +5.0% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 276.16K | +5.0% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 258.10K | +4.4% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 258.10K | +4.4% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 257.72K | +2.1% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 247.52K | +2.8% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 226.84K | +50.0% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 209.19K | -16.2% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 150.43K | +1.4% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 133.72K | -4.8% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 118.42K | -69.6% | $922,523 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 54.38K | +29.0% | $423,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mariner, LLC | 49.28K | +7.2% | $383,929 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 49.28K | +7.2% | $383,929 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 48.58K | -17.5% | $378,453 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citigroup Inc | 47.80K | +151.6% | $372,385 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cwm, Llc | 43.53K | -2.9% | $339,083 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Corient Private Wealth LP | 42.46K | -33.9% | $330,771 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 41.13K | -29.4% | $320,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 41.13K | -29.4% | $320,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 15.59K | +0.6% | $121,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 14.17K | +0.2% | $110,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Creative Planning | 13.16K | +0.4% | $102,523 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 10.74K | Neu | $83,624 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 10.09K | Neu | $78,603 | 0.0% | New | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 4.99K | 0.0% | $38,857 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.48K | -13.2% | $11,499 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.37K | -3.6% | $10,631 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Franklin Resources Inc | 2 | 0.0% | $16 | 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
| Wealth Enhancement Advisory… | $83,624 | 0.0% |
| Mercer Global Advisors Inc… | $78,603 | 0.0% |
Ausgestiegen
| Fifth Third Bancorp | $24,609 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 74 Inhaber, 6.01M Anteile, $44.58M 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.