Wertpapierdatensatz · archiviertes Quartal
IBDX
Name ausstehend – Profil wird eingelesen
39Erfasste Halter
+7Δ Inhaber
17.16MGehaltene Aktien
$433.70MGemeldeter Wert
+7Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +21.9% ·
Aktienfluss +3.9% ·
neue Nettopositionen +17.9%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | -2 | 17.82M | $448.85M | — | −2 |
| Q1 2026 | 39 | +7 | 17.16M | $433.70M | +7 | — |
| Q4 2025 | 32 | -2 | 16.53M | $421.70M | — | −2 |
| Q3 2025 | 5 | 0 | 2.59M | $66.33M | — | — |
| Q2 2025 | 2 | 0 | 247.74K | $6.26M | — | — |
| Q1 2025 | 1 | 0 | 228.60K | $5.71M | — | — |
| Q4 2024 | 1 | 0 | 50.69K | $1.25M | — | — |
| Q3 2024 | 1 | 0 | 85.82K | $2.21M | — | — |
| Q2 2024 | 1 | — | 49.46K | $1.21M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.91M | +11.7% | $73.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 2.82M | -7.1% | $71.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 2.44M | +5.2% | $61.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.17M | +21.4% | $29.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.02M | +2.7% | $25.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 1.01M | -43.4% | $25.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Us Bancorp \De\ | 868.52K | +13.4% | $21.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 854.04K | +2.5% | $21.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 725.26K | +20.5% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Rockefeller Capital Management L.P. | 519.72K | +1.3% | $13.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 510.12K | -10.5% | $12.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 509.93K | +38.5% | $12.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Lido Advisors, LLC | 241.09K | +36.9% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 186.43K | Neu | $4.71M | 0.0% | New | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 182.44K | +81.5% | $4.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 168.66K | +116.5% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cwm, Llc | 152.90K | +11.9% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Neuberger Berman Group LLC | 141.34K | -0.9% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 118.34K | +25.3% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 95.72K | Neu | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 91.03K | +60.9% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 78.36K | +1.8% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 73.39K | -23.2% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 71.37K | +4.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 31.16K | Neu | $787,413 | 0.0% | New | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 28.38K | -56.9% | $717,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 27.31K | +1.3% | $690,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 23.70K | Neu | $598,773 | 0.0% | New | 1 | SEC ↗ |
| 29 | Creative Planning | 21.54K | Neu | $544,265 | 0.0% | New | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 18.30K | 0.0% | $462,366 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 16.80K | +24.8% | $420,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 12.48K | +1.4% | $315,294 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Mml Investors Services, Llc | 10.06K | -10.8% | $254,169 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 9.25K | Neu | $233,849 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 5.40K | 0.0% | $136,458 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 36 | JPMorgan Chase ✦ | 3.18K | +3045.5% | $79,838 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Barclays Plc | 805 | Neu | $20,342 | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 589 | +0.9% | $14,875 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | BlackRock ✦ (passiv) | 51 | 0.0% | $1,289 | 0.0% | Held | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $4.71M | 0.0% |
| Goldman Sachs Group | $2.42M | 0.0% |
| Citadel Advisors | $787,413 | 0.0% |
| Fifth Third Bancorp | $598,773 | 0.0% |
| Creative Planning | $544,265 | 0.0% |
| Jane Street Group, Llc | $233,849 | 0.0% |
| Barclays Plc | $20,342 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 219 Inhaber, 50.27M Anteile, $1.25B 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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