Wertpapierdatensatz · archiviertes Quartal
FYC
Name ausstehend – Profil wird eingelesen
30Erfasste Halter
0Δ Inhaber
3.82MGehaltene Aktien
$367.63MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +1.1% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -7 | 5.37M | $682.95M | +1 | −8 |
| Q1 2026 | 38 | +8 | 4.71M | $457.08M | +9 | −1 |
| Q4 2025 | 30 | 0 | 3.82M | $367.63M | — | — |
| Q3 2025 | 3 | -1 | 254.15K | $23.05M | — | −1 |
| Q2 2025 | 2 | 0 | 28.57K | $2.27M | +1 | −1 |
| Q1 2025 | 1 | 0 | 5.05K | $347,165 | — | — |
| Q4 2024 | 1 | +1 | 27.58K | $2.14M | +1 | — |
| Q2 2024 | 1 | — | 18.56K | $1.22M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.18M | — | $113.77M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 438.88K | — | $42.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 438.88K | — | $42.19M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 363.67K | — | $34.96M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 363.67K | — | $34.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 293.29K | +16.5% | $28.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 293.29K | +16.5% | $28.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 255.01K | — | $24.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | First Trust Advisors Lp | 216.35K | — | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 201.51K | — | $19.37M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 201.51K | — | $19.37M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 163.96K | — | $15.76M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 163.96K | — | $15.76M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 163.96K | — | $15.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 159.09K | — | $15.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 93.14K | — | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 93.14K | — | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 84.26K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 76.77K | — | $7.38M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 76.77K | — | $7.38M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 66.70K | — | $6.41M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 43.33K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 38.97K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 35.15K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 29.52K | — | $2.84M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 20.52K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 20.32K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 18.16K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 13.61K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 2.77K | — | $277,698 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 2.83K | — | $271,553 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 1.11K | — | $106,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 585 | +0.7% | $56,196 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 508 | — | $48,828 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 444 | -74.6% | $42,677 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Blair William & Co/Il | 325 | — | $31,239 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 130 | — | $12,495 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citigroup Inc | 65 | — | $6,248 | 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
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 152 Inhaber, 6.54M Anteile, $621.17M 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: Q4 2025 ·
Methodik ·
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