Wertpapierdatensatz · archiviertes Quartal
GWX
Name ausstehend, Profil-Einspeisung läuft
38Erfasste Halter
+1Δ Inhaber
6.11MGehaltene Aktien
$249.67MGemeldeter Wert
+1Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.7% ·
Aktienfluss +0.1% ·
neue Nettopositionen +2.6%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 66.07K | $2.98M | n/a | −1 |
| Q2 2026 | 39 | +4 | 6.76M | $295.74M | +4 | −1 |
| Q1 2026 | 37 | -1 | 6.49M | $274.09M | +2 | −3 |
| Q4 2025 | 38 | +1 | 6.11M | $249.67M | +1 | n/a |
| Q3 2025 | 5 | +1 | 526.49K | $21.15M | +1 | n/a |
| Q2 2025 | 2 | 0 | 158.00K | $5.87M | n/a | n/a |
| Q1 2025 | 1 | 0 | 22.86K | $730,510 | n/a | n/a |
| Q4 2024 | 1 | -1 | 31.47K | $975,036 | n/a | −1 |
| Q3 2024 | 2 | +1 | 48.39K | $1.65M | +1 | n/a |
| Q2 2024 | 1 | n/a | 31.65K | $1.00M | n/a | n/a |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.22M | n/a | $49.88M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 795.37K | n/a | $32.50M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 579.91K | n/a | $23.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 548.62K | n/a | $22.42M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 490.58K | n/a | $20.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Assetmark, Inc | 459.89K | n/a | $18.79M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 339.96K | n/a | $13.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Creative Planning | 284.26K | n/a | $11.61M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 256.95K | -0.3% | $10.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Cerity Partners LLC | 177.26K | n/a | $7.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Fidelity (FMR) ✦ | 159.17K | +5.0% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | UBS Group AG | 134.58K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northern Trust Corp | 103.84K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 80.66K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 61.29K | -41.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 55.26K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 17 | Wellington Management ✦ | 52.98K | +566.0% | $2.16M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 44.96K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 34.12K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 33.12K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 30.46K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 30.40K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Wealth Enhancement Advisory… | 23.36K | n/a | $975,742 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Blair William & Co/Il | 21.42K | n/a | $875,139 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 17.77K | n/a | $726,122 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Focus Partners Wealth | 16.51K | n/a | $674,549 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 13.40K | n/a | $547,678 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 11.21K | n/a | $458,081 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 7.37K | n/a | $301,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Jones Financial Companies Lllp | 6.76K | n/a | $276,229 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 5.33K | n/a | $218,007 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citigroup Inc | 4.79K | n/a | $195,597 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 2.97K | n/a | $121,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 2.26K | -45.7% | $92,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.45K | n/a | $59,424 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 650 | n/a | $26,507 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (passiv) | 204 | Neu | $8,335 | 0.0% | New | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 2 | n/a | $82 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| BlackRock | $8,335 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 251 Inhaber, 13.00M Anteile, $526.24M 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: Q4 2025 ·
Methodik ·
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