Wertpapierdatensatz · archiviertes Quartal
IHAK
Name ausstehend – Profil wird eingelesen
38Erfasste Halter
-3Δ Inhaber
4.06MGehaltene Aktien
$176.98MGemeldeter Wert
+4Neue Positionen
−7Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -7.3% ·
Aktienfluss +0.2% ·
neue Nettopositionen -7.9%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +3 | 3.43M | $207.85M | +6 | −3 |
| Q1 2026 | 38 | -3 | 4.06M | $176.98M | +4 | −7 |
| Q4 2025 | 41 | 0 | 4.05M | $194.96M | +1 | −1 |
| Q3 2025 | 5 | +1 | 490.10K | $25.65M | +1 | — |
| Q2 2025 | 1 | -1 | 2.29K | $122,095 | — | −1 |
| Q1 2025 | 1 | -1 | 18.46K | $867,345 | — | −1 |
| Q4 2024 | 2 | 0 | 8.72K | $425,449 | +1 | −1 |
| Q3 2024 | 2 | -1 | 16.24K | $791,586 | +1 | −2 |
| Q2 2024 | 3 | — | 23.64K | $1.09M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.65M | -9.1% | $71.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.65M | -9.1% | $71.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.65M | -9.1% | $71.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 808.44K | +105.1% | $35.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 808.44K | +105.1% | $35.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 808.44K | +105.1% | $35.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 336.60K | +1.8% | $14.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 288.29K | -3.8% | $12.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 288.29K | -3.8% | $12.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 288.29K | -3.8% | $12.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 288.29K | -3.8% | $12.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 141.75K | +4.0% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 141.75K | +4.0% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 141.75K | +4.0% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 141.75K | +4.0% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 136.36K | +698.8% | $5.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 84.72K | +0.7% | $3.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 69.66K | Neu | $3.04M | 0.0% | New | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 56.93K | +9.3% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 56.93K | +9.3% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 50.53K | +27.2% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 50.53K | +27.2% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 49.55K | -56.0% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 49.55K | -56.0% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 44.12K | -19.3% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 43.35K | -21.9% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Raymond James Financial Inc | 41.77K | -2.3% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 41.77K | -2.3% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Lido Advisors, LLC | 38.57K | +5.2% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 29.32K | -48.3% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 22.33K | -76.6% | $974,521 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 20.13K | -77.4% | $878,805 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 19.57K | +27.8% | $854,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Creative Planning | 14.81K | -2.0% | $646,620 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Truist Financial Corp | 13.99K | -9.4% | $610,799 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Truist Financial Corp | 13.99K | -9.4% | $610,799 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Mariner, LLC | 13.53K | -48.9% | $590,524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 13.31K | -8.8% | $580,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 13.17K | -82.1% | $574,952 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Cwm, Llc | 11.72K | -2.5% | $511,625 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 11.33K | +6.8% | $494,451 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 11.33K | +6.8% | $494,451 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 9.07K | -82.0% | $396,080 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 9.07K | -82.0% | $396,080 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Envestnet Asset Management Inc | 8.44K | -2.5% | $368,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Mackenzie Financial Corp | 5.57K | 0.0% | $243,130 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 5.42K | 0.0% | $236,539 | 0.0% | Held | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 3.61K | +109.0% | $157,489 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 3.44K | -16.0% | $150,183 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 303 | -64.6% | $13,230 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 303 | -64.6% | $13,230 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 217 | -75.4% | $9,322 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 217 | -75.4% | $9,322 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Fifth Third Bancorp | 171 | Neu | $7,464 | 0.0% | New | 1 | SEC ↗ |
| 55 | Bnp Paribas Financial Markets | 158 | Neu | $6,897 | 0.0% | New | 1 | SEC ↗ |
| 56 | Us Bancorp \De\ | 152 | Neu | $6,635 | 0.0% | New | 1 | SEC ↗ |
| 57 | Wells Fargo & Company/Mn | 1 | -99.9% | $33 | 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 | $3.04M | 0.0% |
| Fifth Third Bancorp | $7,464 | 0.0% |
| Bnp Paribas Financial Markets | $6,897 | 0.0% |
| Us Bancorp \De\ | $6,635 | 0.0% |
Ausgestiegen
| Corient Private Wealth LP | $2.52M | war 0.0% |
| D. E. Shaw & Co. | $921,306 | war 0.0% |
| Wealth Enhancement Advisory… | $288,578 | war 0.0% |
| Kayne Anderson Rudnick… | $28,872 | war 0.0% |
| Qube Research & Technologies… | $5,004 | war 0.0% |
| TD Waterhouse Canada Inc. | $4,086 | war 0.0% |
| Assetmark, Inc | $818 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 167 Inhaber, 5.70M Anteile, $244.39M 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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