FUMB
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.3% ·
Aktienfluss -8.4% ·
neue Nettopositionen -5.6%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 4.81M | $96.47M | +1 | −2 |
| Q1 2026 | 22 | +4 | 4.52M | $90.71M | +4 | — |
| Q4 2025 | 18 | -1 | 4.34M | $86.97M | — | −1 |
| Q3 2025 | 4 | +1 | 1.37M | $27.56M | +1 | — |
| Q1 2025 | 1 | +1 | 10.82K | $217,508 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 755.63K | — | $15.16M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 720.11K | -19.7% | $14.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 720.11K | -19.7% | $14.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 688.25K | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 688.25K | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 347.49K | — | $6.97M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 262.01K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 262.01K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 262.01K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 238.94K | -40.1% | $4.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 238.94K | -40.1% | $4.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 227.22K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 227.22K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 227.22K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 223.40K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 208.32K | — | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 208.32K | — | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 124.46K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 116.87K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 116.34K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 94.17K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 90.44K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 68.10K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 24.16K | — | $484,549 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 17.02K | -36.0% | $341,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 12.76K | — | $255,871 | 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
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Goldman Sachs Group | $983,634 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 87 Inhaber, 7.61M Anteile, $144.24M 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.