Wertpapierdatensatz · archiviertes Quartal
GWX
Name ausstehend – Profil wird eingelesen
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 Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +4 | 6.81M | $297.79M | +4 | — |
| Q1 2026 | 37 | -1 | 6.49M | $274.09M | +2 | −3 |
| Q4 2025 | 38 | +1 | 6.11M | $249.67M | +1 | — |
| Q3 2025 | 5 | +1 | 526.49K | $21.15M | +1 | — |
| Q2 2025 | 2 | 0 | 158.00K | $5.87M | — | — |
| Q1 2025 | 1 | 0 | 22.86K | $730,510 | — | — |
| Q4 2024 | 1 | -1 | 31.47K | $975,036 | — | −1 |
| Q3 2024 | 2 | +1 | 48.39K | $1.65M | +1 | — |
| Q2 2024 | 1 | — | 31.65K | $1.00M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.22M | — | $49.88M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 795.37K | — | $32.50M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 579.91K | — | $23.70M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 579.91K | — | $23.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 579.91K | — | $23.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 548.62K | — | $22.42M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 490.58K | — | $20.04M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 490.58K | — | $20.04M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 490.58K | — | $20.04M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Assetmark, Inc | 459.89K | — | $18.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 339.96K | — | $13.89M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 339.96K | — | $13.89M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 284.26K | — | $11.61M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 256.95K | -0.3% | $10.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 256.95K | -0.3% | $10.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cerity Partners LLC | 177.26K | — | $7.24M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 177.26K | — | $7.24M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 159.17K | +5.0% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 159.17K | +5.0% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 134.58K | — | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northern Trust Corp | 103.84K | — | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northern Trust Corp | 103.84K | — | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 80.66K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 61.29K | -41.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 55.26K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 55.26K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 55.26K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 55.26K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 55.26K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wellington Management ✦ | 52.98K | +566.0% | $2.16M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 44.96K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 34.12K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Raymond James Financial Inc | 33.12K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Raymond James Financial Inc | 33.12K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 30.46K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Corient Private Wealth LP | 30.40K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Corient Private Wealth LP | 30.40K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 23.36K | — | $975,742 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 21.42K | — | $875,139 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 17.77K | — | $726,122 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 17.77K | — | $726,122 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 17.77K | — | $726,122 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Focus Partners Wealth | 16.51K | — | $674,549 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mariner, LLC | 13.40K | — | $547,678 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 11.21K | — | $458,081 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Royal Bank Of Canada | 7.37K | — | $301,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Royal Bank Of Canada | 7.37K | — | $301,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Jones Financial Companies Lllp | 6.76K | — | $276,229 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Mercer Global Advisors Inc /Adv | 5.33K | — | $218,007 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Citigroup Inc | 4.79K | — | $195,597 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Cwm, Llc | 2.97K | — | $121,000 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 2.26K | -45.7% | $92,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 1.45K | — | $59,424 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 650 | — | $26,507 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | BlackRock ✦ (passiv) | 204 | Neu | $8,335 | 0.0% | New | 1 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 2 | — | $82 | 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
| 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 — 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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