Wertpapierdatensatz · archiviertes Quartal
IBDY
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
+6Δ Inhaber
11.50MGehaltene Aktien
$297.19MGemeldeter Wert
+7Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +22.2% ·
Aktienfluss +18.9% ·
neue Nettopositionen +18.2%
— 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 | 33 | +1 | 12.09M | $311.22M | +2 | −1 |
| Q1 2026 | 33 | +6 | 11.50M | $297.19M | +7 | −1 |
| Q4 2025 | 27 | -2 | 9.67M | $252.84M | +1 | −3 |
| Q3 2025 | 5 | +1 | 1.90M | $49.80M | +1 | — |
| Q2 2025 | 1 | -1 | 49 | $1,269 | — | −1 |
| Q1 2025 | 1 | +1 | 70.06K | $1.79M | +1 | — |
| Q3 2024 | 1 | 0 | 106.25K | $2.80M | — | — |
| Q2 2024 | 1 | — | 42.14K | $1.06M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.26M | +13.6% | $58.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.26M | +13.6% | $58.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.93M | +8.1% | $49.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.93M | +8.1% | $49.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.93M | +8.1% | $49.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Us Bancorp \De\ | 804.02K | +4.8% | $20.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Us Bancorp \De\ | 804.02K | +4.8% | $20.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 668.87K | +12.7% | $17.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 668.87K | +12.7% | $17.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 645.51K | -12.4% | $16.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 645.51K | -12.4% | $16.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 623.05K | +15.6% | $16.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 556.38K | +15.2% | $14.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 556.38K | +15.2% | $14.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 534.16K | +7.0% | $13.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 508.73K | +1.4% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 423.19K | +8.8% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 362.79K | +249.3% | $9.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 333.59K | Neu | $8.62M | 0.0% | New | 1 | SEC ↗ |
| 20 | Mariner, LLC | 296.46K | +2.9% | $7.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 296.46K | +2.9% | $7.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 275.59K | Neu | $7.12M | 0.0% | New | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 271.15K | +9.9% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 271.15K | +9.9% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Lido Advisors, LLC | 234.10K | +2.5% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 134.07K | +85.0% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cwm, Llc | 128.22K | -6.9% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 113.86K | +28.7% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 89.74K | +32.9% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 89.44K | Neu | $2.31M | 0.0% | New | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 43.08K | +0.4% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cetera Investment Advisers | 39.19K | -21.0% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 31.71K | +103.8% | $819,646 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 31.71K | +103.8% | $819,646 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 28.81K | Neu | $740,603 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 28.81K | Neu | $740,603 | 0.0% | New | 1 | SEC ↗ |
| 37 | Creative Planning | 16.81K | Neu | $434,513 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 11.62K | Neu | $300,248 | 0.0% | New | 1 | SEC ↗ |
| 39 | Hrt Financial Lp | 10.26K | Neu | $265,000 | 0.0% | New | 1 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 9.50K | +29.0% | $243,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Truist Financial Corp | 8.79K | +4.2% | $227,348 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 8.74K | +73.0% | $225,862 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.15K | -11.1% | $29,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (passiv) | 50 | 0.0% | $1,293 | 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
| Jane Street Group, Llc | $8.62M | 0.0% |
| Susquehanna International… | $7.12M | 0.0% |
| Citadel Advisors | $2.31M | 0.0% |
| JPMorgan Chase | $740,603 | 0.0% |
| JPMorgan Chase | $740,603 | 0.0% |
| Creative Planning | $434,513 | 0.0% |
| Fifth Third Bancorp | $300,248 | 0.0% |
| Hrt Financial Lp | $265,000 | 0.0% |
Ausgestiegen
| Barclays Plc | $497,157 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 159 Inhaber, 27.04M Anteile, $684.99M 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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