Wertpapierdatensatz · archiviertes Quartal
IDVO
Name ausstehend – Profil wird eingelesen
28Erfasste Halter
+9Δ Inhaber
5.03MGehaltene Aktien
$203.67MGemeldeter Wert
+9Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +30.0% ·
Aktienfluss +30.0% ·
neue Nettopositionen +20.0%
— 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 | 26 | -1 | 6.25M | $262.59M | +3 | −4 |
| Q1 2026 | 28 | +9 | 5.03M | $203.67M | +9 | — |
| Q4 2025 | 19 | +1 | 3.31M | $126.85M | +1 | — |
| Q3 2025 | 1 | -1 | 3 | $144 | — | −1 |
| Q2 2025 | 1 | +1 | 17.96K | $617,106 | +1 | — |
| Q4 2024 | 1 | 0 | 17.99K | $536,881 | — | — |
| Q3 2024 | 1 | +1 | 12.55K | $386,381 | +1 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.01M | +47.9% | $81.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.01M | +47.9% | $81.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.01M | +47.9% | $81.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 781.84K | +71.0% | $31.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 493.91K | +43.9% | $19.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 493.91K | +43.9% | $19.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 408.63K | +49.0% | $16.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 337.93K | +16.7% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 214.78K | +237.5% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 136.19K | +12.7% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 130.79K | +10.4% | $5.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 114.56K | +3.6% | $4.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 98.46K | +43.9% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 98.46K | +43.9% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 98.46K | +43.9% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 98.46K | +43.9% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 74.92K | Neu | $3.03M | 0.0% | New | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 48.75K | Neu | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 48.75K | Neu | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 46.76K | Neu | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 43.50K | -7.1% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 37.78K | -26.6% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 25.25K | +1076.1% | $994,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 16.41K | Neu | $664,111 | 0.0% | New | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 16.41K | Neu | $664,111 | 0.0% | New | 1 | SEC ↗ |
| 26 | Simplex Trading, Llc | 6.35K | Neu | $257,024 | 0.0% | New | 1 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 5.65K | Neu | $228,656 | 0.0% | New | 1 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 1.48K | Neu | $59,896 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 1.00K | Neu | $40,470 | 0.0% | New | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 800 | 0.0% | $32,376 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 800 | 0.0% | $32,376 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 457 | +124.0% | $18,517 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 457 | +124.0% | $18,517 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cwm, Llc | 250 | -68.8% | $10,118 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Assetmark, Inc | 137 | +163.5% | $5,544 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 73 | Neu | $2,954 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 58 | -79.2% | $2,261 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 1 | -50.0% | $53 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $3.03M | 0.0% |
| Susquehanna International… | $1.97M | 0.0% |
| Susquehanna International… | $1.97M | 0.0% |
| Baird Financial Group, Inc. | $1.89M | 0.0% |
| Us Bancorp \De\ | $664,111 | 0.0% |
| Us Bancorp \De\ | $664,111 | 0.0% |
| Simplex Trading, Llc | $257,024 | 0.0% |
| Mercer Global Advisors Inc… | $228,656 | 0.0% |
| Qube Research & Technologies… | $59,896 | 0.0% |
| Fifth Third Bancorp | $40,470 | 0.0% |
| UBS AM, a distinct business… | $2,954 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 107 Inhaber, 9.10M Anteile, $334.48M 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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