Wertpapierdatensatz · archiviertes Quartal
IBTL
Name ausstehend – Profil wird eingelesen
28Erfasste Halter
+1Δ Inhaber
8.40MGehaltene Aktien
$171.34MGemeldeter Wert
+4Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.7% ·
Aktienfluss +19.1% ·
neue Nettopositionen +3.6%
— 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 | 31 | +4 | 9.84M | $198.69M | +5 | −1 |
| Q1 2026 | 28 | +1 | 8.40M | $171.34M | +4 | −3 |
| Q4 2025 | 27 | -1 | 7.05M | $144.76M | — | −1 |
| Q3 2025 | 6 | +2 | 898.46K | $18.48M | +2 | — |
| Q2 2025 | 1 | 0 | 14.54K | $298,132 | — | — |
| Q1 2025 | 1 | +1 | 26.25K | $533,642 | +1 | — |
| Q3 2024 | 1 | +1 | 75.75K | $1.58M | +1 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.96M | +20.9% | $60.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.96M | +20.9% | $60.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 857.87K | +112.0% | $17.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 788.86K | +2.0% | $16.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 788.86K | +2.0% | $16.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 717.09K | +8.4% | $14.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 717.09K | +8.4% | $14.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 717.09K | +8.4% | $14.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 652.47K | +37.4% | $13.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 366.99K | -2.1% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 366.99K | -2.1% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 366.99K | -2.1% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 357.98K | +4.8% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 293.26K | -14.6% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 293.26K | -14.6% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 293.26K | -14.6% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 232.83K | +6.1% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 210.73K | +5.5% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 161.56K | +33.8% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 161.56K | +33.8% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 121.29K | +104.1% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 110.41K | -18.5% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | LPL Financial LLC | 96.47K | +45.8% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 79.80K | +73.7% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 78.52K | +3.0% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cwm, Llc | 57.68K | +0.9% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 57.44K | +1.6% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 34.21K | +21.8% | $697,819 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 33.22K | +34.1% | $677,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 31.60K | Neu | $644,585 | 0.0% | New | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 27.96K | Neu | $570,414 | 0.0% | New | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 23.64K | 0.0% | $482,169 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 17.93K | +1.2% | $365,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Captrust Financial Advisors | 14.59K | -24.7% | $297,619 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Lido Advisors, LLC | 9.95K | Neu | $202,928 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 5.23K | Neu | $106,707 | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.22K | 0.0% | $24,887 | 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
| Jane Street Group, Llc | $644,585 | 0.0% |
| Susquehanna International… | $570,414 | 0.0% |
| Lido Advisors, LLC | $202,928 | 0.0% |
| Fifth Third Bancorp | $106,707 | 0.0% |
Ausgestiegen
| Citadel Advisors | $1.60M | war 0.0% |
| Bank Of Montreal /Can/ | $13,526 | war 0.0% |
| JPMorgan Chase | $10,611 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 128 Inhaber, 21.12M Anteile, $409.91M 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 ·
Über die API abrufen