Wertpapierdatensatz · archiviertes Quartal
IETC
Name ausstehend – Profil wird eingelesen
28Erfasste Halter
-7Δ Inhaber
972.33KGehaltene Aktien
$85.59MGemeldeter Wert
+2Neue Positionen
−9Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -20.0% ·
Aktienfluss -17.5% ·
neue Nettopositionen -20.0%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +5 | 853.62K | $91.41M | +5 | — |
| Q1 2026 | 28 | -7 | 972.33K | $85.59M | +2 | −9 |
| Q4 2025 | 35 | +2 | 1.18M | $119.73M | +2 | — |
| Q3 2025 | 4 | 0 | 300.00K | $30.58M | — | — |
| Q2 2025 | 2 | -1 | 17.56K | $1.65M | — | −1 |
| Q1 2025 | 2 | +1 | 127.10K | $9.53M | +1 | — |
| Q4 2024 | 1 | -1 | 35.62K | $3.04M | — | −1 |
| Q3 2024 | 2 | +1 | 21.67K | $1.70M | +1 | — |
| Q2 2024 | 1 | — | 9.41K | $707,444 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 307.59K | +4.4% | $27.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Two Sigma Investments ✦ | 98.00K | +122.7% | $8.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 96.72K | -2.6% | $8.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 85.78K | +2.6% | $7.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 85.78K | +2.6% | $7.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 85.78K | +2.6% | $7.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 68.49K | -8.1% | $6.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 68.49K | -8.1% | $6.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 68.49K | -8.1% | $6.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 45.45K | -15.2% | $4.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 40.92K | +84.7% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 40.92K | +84.7% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 40.92K | +84.7% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 38.98K | -17.7% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 35.05K | -57.0% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 33.77K | +55.1% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 25.24K | -10.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 25.24K | -10.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 23.52K | +121.5% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 23.52K | +121.5% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 17.18K | +41.3% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 14.32K | -35.4% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 8.92K | -39.5% | $788,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 8.13K | +9.9% | $718,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 5.70K | +533.4% | $503,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 5.70K | +533.4% | $503,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 5.70K | +533.4% | $503,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Assetmark, Inc | 5.14K | -97.5% | $453,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 5.11K | -8.1% | $452,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 4.46K | Neu | $394,086 | 0.0% | New | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.81K | 0.0% | $248,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Blair William & Co/Il | 479 | -88.0% | $42,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 187 | 0.0% | $16,533 | 0.0% | Held | 2 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 162 | Neu | $14,382 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 92 | +84.0% | $8,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 82 | 0.0% | $7,247 | 0.0% | Held | 2 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 35 | +75.0% | $3,093 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 0 | -100.0% | $8 | 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
| Ameriprise Financial Inc | $394,086 | 0.0% |
| TD Waterhouse Canada Inc. | $14,382 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $1.43M | war 0.0% |
| Jane Street Group, Llc | $618,988 | war 0.0% |
| Hrt Financial Lp | $415,000 | war 0.0% |
| Lido Advisors, LLC | $373,064 | war 0.0% |
| Wealth Enhancement Advisory… | $330,749 | war 0.0% |
| Cerity Partners LLC | $229,462 | war 0.0% |
| Focus Partners Wealth | $222,279 | war 0.0% |
| Mariner, LLC | $209,987 | war 0.0% |
| BlackRock | $6,299 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 112 Inhaber, 3.10M Anteile, $275.10M 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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