Wertpapierdatensatz · archiviertes Quartal
HEWJ
Name ausstehend – Profil wird eingelesen
37Erfasste Halter
+3Δ Inhaber
4.63MGehaltene Aktien
$259.81MGemeldeter Wert
+5Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +8.8% ·
Aktienfluss -12.9% ·
neue Nettopositionen +8.1%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +4 | 5.23M | $337.12M | +5 | −1 |
| Q1 2026 | 37 | +3 | 4.63M | $259.81M | +5 | −2 |
| Q4 2025 | 34 | +1 | 5.32M | $280.12M | +1 | — |
| Q3 2025 | 5 | 0 | 2.85M | $140.27M | — | — |
| Q2 2025 | 2 | -1 | 2.37M | $106.24M | — | −1 |
| Q1 2025 | 1 | 0 | 38.49K | $1.61M | — | — |
| Q4 2024 | 1 | +1 | 72.80K | $3.10M | +1 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.67M | +590.2% | $93.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.67M | +590.2% | $93.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.67M | +590.2% | $93.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 880.49K | -73.4% | $49.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 880.49K | -73.4% | $49.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Deutsche Bank Ag\ | 737.28K | -8.3% | $41.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Deutsche Bank Ag\ | 737.28K | -8.3% | $41.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Deutsche Bank Ag\ | 737.28K | -8.3% | $41.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Deutsche Bank Ag\ | 737.28K | -8.3% | $41.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Deutsche Bank Ag\ | 737.28K | -8.3% | $41.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Deutsche Bank Ag\ | 737.28K | -8.3% | $41.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 525.27K | +42.2% | $28.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 525.27K | +42.2% | $28.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 209.53K | -8.8% | $11.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 209.53K | -8.8% | $11.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 209.53K | -8.8% | $11.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 102.24K | +516.0% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 91.80K | +1299.5% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 84.96K | +319.6% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 58.63K | +47.2% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 58.63K | +47.2% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 58.63K | +47.2% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 58.63K | +47.2% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | LPL Financial LLC | 41.94K | -3.6% | $2.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 36.04K | +13.9% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 30.69K | +296.6% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 30.69K | +296.6% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 27.69K | +1.5% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 27.69K | +1.5% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 18.42K | 0.0% | $1.04M | 0.0% | Held | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 18.42K | 0.0% | $1.04M | 0.0% | Held | 2 | SEC ↗ |
| 32 | Cibc World Market Inc. | 12.07K | -8.0% | $679,187 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 12.06K | +336.9% | $678,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 11.71K | +24.8% | $658,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 11.63K | 0.0% | $654,593 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 10.59K | +1.6% | $595,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 10.59K | +1.6% | $595,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 8.41K | +18.3% | $473,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 8.36K | -0.9% | $470,271 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 7.57K | Neu | $426,208 | 0.0% | New | 1 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 7.42K | Neu | $417,541 | 0.0% | New | 1 | SEC ↗ |
| 42 | Hrt Financial Lp | 5.40K | Neu | $304,000 | 0.0% | New | 1 | SEC ↗ |
| 43 | Raymond James Financial Inc | 4.19K | +6.4% | $235,920 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Raymond James Financial Inc | 4.19K | +6.4% | $235,920 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Mml Investors Services, Llc | 4.07K | -28.8% | $229,156 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fifth Third Bancorp | 3.52K | Neu | $198,387 | 0.0% | New | 1 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 3.51K | -11.3% | $197,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Royal Bank Of Canada | 2.42K | -0.7% | $136,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 2.42K | -0.7% | $136,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Franklin Resources Inc | 2.20K | 0.0% | $123,816 | 0.0% | Held | 2 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 2.00K | 0.0% | $112,099 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 1.82K | 0.0% | $102,494 | 0.0% | Held | 4 | SEC ↗ |
| 53 | Cwm, Llc | 830 | 0.0% | $46,712 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Barclays Plc | 681 | 0.0% | $38,327 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 637 | -57.5% | $35,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 637 | -57.5% | $35,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 387 | Neu | $21,780 | 0.0% | New | 1 | SEC ↗ |
| 58 | Blair William & Co/Il | 200 | 0.0% | $11,256 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $426,208 | 0.0% |
| Quantinno Capital Management… | $417,541 | 0.0% |
| Hrt Financial Lp | $304,000 | 0.0% |
| Fifth Third Bancorp | $198,387 | 0.0% |
| Qube Research & Technologies… | $21,780 | 0.0% |
Ausgestiegen
| Citadel Advisors | $2.64M | war 0.0% |
| Commonwealth Equity Services… | $487,270 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 82 Inhaber, 5.87M Anteile, $327.91M 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: Q1 2026 ·
Methodik ·
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