FYT
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +6.2% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 5.03K | $340,699 | n/a | n/a |
| Q2 2026 | 26 | 0 | 1.22M | $85.38M | +2 | −2 |
| Q1 2026 | 26 | +3 | 1.13M | $70.11M | +3 | n/a |
| Q4 2025 | 23 | 0 | 1.09M | $62.03M | n/a | n/a |
| Q3 2025 | 4 | 0 | 171.21K | $9.57M | +1 | −1 |
| Q2 2025 | 1 | -1 | 36.38K | $1.83M | n/a | −1 |
| Q1 2025 | 2 | 0 | 39.21K | $1.95M | n/a | n/a |
| Q4 2024 | 2 | 0 | 13.44K | $739,334 | n/a | n/a |
| Q3 2024 | 2 | +1 | 53.66K | $2.98M | +1 | n/a |
| Q2 2024 | 1 | n/a | 38.85K | $2.01M | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 222.59K | +39.1% | $12.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 218.14K | n/a | $12.37M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 183.00K | n/a | $10.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 106.56K | n/a | $6.04M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 56.01K | n/a | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 48.85K | n/a | $2.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Truist Financial Corp | 48.12K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 43.49K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 35.42K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Us Bancorp \De\ | 31.27K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 31.27K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 13.90K | n/a | $788,192 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 10.45K | n/a | $592,135 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 9.02K | 0.0% | $511,359 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 7.58K | n/a | $445,310 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Corient Private Wealth LP | 7.13K | n/a | $404,166 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Jones Financial Companies Lllp | 6.09K | n/a | $345,495 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 5.72K | n/a | $324,034 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 4.82K | n/a | $272,997 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 3.12K | +69.1% | $176,926 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 814 | n/a | $46,198 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 367 | +26.1% | $20,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 206 | n/a | $11,692 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter 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): 66 Inhaber, 1.76M Anteile, $96.37M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.