HEQT
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.0% ·
Aktienfluss +1.3% ·
neue Nettopositionen -5.3%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +2 | 1.67M | $56.15M | +5 | −3 |
| Q1 2026 | 22 | +3 | 2.26M | $71.04M | +4 | −1 |
| Q4 2025 | 19 | -1 | 1.98M | $63.50M | — | −1 |
| Q3 2025 | 3 | 0 | 20.07K | $627,054 | — | — |
| Q2 2025 | 1 | +1 | 8.65K | $259,902 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 605.28K | — | $19.40M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 459.31K | — | $14.72M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 172.18K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 147.33K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 125.10K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 121.26K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 121.26K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 112.72K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 112.72K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 59.03K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 48.72K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 37.42K | +331.3% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 37.42K | +331.3% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 36.64K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 23.46K | — | $752,053 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 13.40K | — | $429,550 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 8.15K | +1696.0% | $261,359 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 8.15K | +1696.0% | $261,359 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 8.12K | — | $261,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 8.12K | — | $261,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 8.12K | — | $261,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 1.34K | — | $42,947 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 650 | — | $20,833 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 628 | — | $20,127 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 504 | — | $16,113 | 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
| Citadel Advisors | $341,795 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 87 Inhaber, 7.11M Anteile, $223.23M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.