Wertpapierdatensatz · archiviertes Quartal
GOF
Name ausstehend, Profil-Einspeisung läuft
41Erfasste Halter
+6Δ Inhaber
23.25MGehaltene Aktien
$256.27MGemeldeter Wert
+8Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +17.1% ·
Aktienfluss -0.2% ·
neue Nettopositionen +14.6%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.14M | +15.9% | $89.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 2.52M | -1.4% | $27.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | UBS Group AG | 1.92M | +13.3% | $21.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 1.47M | -1.9% | $16.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Invesco Ltd. | 1.46M | +10.2% | $16.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 1.25M | -0.8% | $13.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.15M | +16.7% | $12.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 1.07M | +11.9% | $11.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 842.01K | +5.9% | $9.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 779.29K | +6.6% | $8.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Bank Of America Corp /De/ | 603.34K | +31.8% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 564.46K | -26.4% | $6.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 252.91K | +3.4% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passiv) | 221.19K | -86.4% | $2.44M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 15 | Ameriprise Financial Inc | 205.51K | -7.7% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 173.58K | -12.3% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 157.39K | -7.1% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 68.18K | -15.8% | $751,321 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 60.20K | -83.7% | $663,404 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Captrust Financial Advisors | 42.86K | 0.0% | $472,284 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Mariner, LLC | 32.94K | Neu | $363,024 | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 31.51K | 0.0% | $347,207 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 23 | Fifth Third Bancorp | 28.48K | Neu | $313,794 | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 28.19K | +19.2% | $310,621 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Corient Private Wealth LP | 26.04K | Neu | $286,967 | 0.0% | New | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 20.01K | -25.3% | $220,522 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Hrt Financial Lp | 19.44K | Neu | $214,000 | 0.0% | New | 1 | SEC ↗ |
| 28 | Creative Planning | 17.48K | +27.9% | $192,640 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 16.18K | -20.9% | $178,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 16.16K | Neu | $178,083 | 0.0% | New | 1 | SEC ↗ |
| 31 | Cwm, Llc | 15.63K | +942.3% | $172,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fisher Asset Management ✦ | 15.13K | Neu | $166,691 | 0.0% | New | 1 | SEC ↗ |
| 33 | Nomura Holdings Inc | 15.00K | -56.0% | $165,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 12.07K | +10.7% | $134,945 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 10.57K | +10.4% | $116,451 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Bnp Paribas Financial Markets | 9.35K | 0.0% | $103,048 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 4.19K | +79.9% | $46,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 2.00K | Neu | $21,220 | 0.0% | New | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 1.32K | +24.8% | $14,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Danske Bank A/S | 3 | Neu | $33 | 0.0% | New | 1 | SEC ↗ |
| 41 | Citigroup Inc | 1 | 0.0% | $11 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Mariner, LLC | $363,024 | 0.0% |
| Fifth Third Bancorp | $313,794 | 0.0% |
| Corient Private Wealth LP | $286,967 | 0.0% |
| Hrt Financial Lp | $214,000 | 0.0% |
| Susquehanna International… | $178,083 | 0.0% |
| Fisher Asset Management | $166,691 | 0.0% |
| Jones Financial Companies Lllp | $21,220 | 0.0% |
| Danske Bank A/S | $33 | 0.0% |
Ausgestiegen
| Quantinno Capital Management… | $1.13M | war 0.0% |
| Focus Partners Wealth | $680,228 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 199 Inhaber, 44.40M Anteile, $465.57M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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