IIF
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -17.6% ·
Aktienfluss -20.5% ·
neue Nettopositionen -20.0%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +4 | 1.19M | $27.12M | +4 | — |
| Q1 2026 | 14 | -3 | 1.11M | $22.92M | +1 | −4 |
| Q4 2025 | 17 | -1 | 1.40M | $35.02M | — | −1 |
| Q3 2025 | 3 | +1 | 180.19K | $4.75M | +1 | — |
| Q2 2025 | 1 | — | 250 | $7,058 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 609.36K | -21.1% | $12.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | UBS Group AG | 162.29K | +3.6% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 162.29K | +3.6% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 162.29K | +3.6% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 97.73K | -46.1% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 97.73K | -46.1% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Allspring Global Investments… | 90.02K | -4.9% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 74.63K | -21.1% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 35.71K | +4.5% | $735,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 35.71K | +4.5% | $735,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 20.67K | -7.1% | $416,068 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 12.31K | Neu | $253,337 | 0.0% | New | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 5.96K | +172.2% | $122,657 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 2.90K | -6.8% | $59,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1.93K | -9.6% | $39,615 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passiv) | 250 | 0.0% | $5,145 | 0.0% | Held | 4 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 150 | -23.5% | $3,087 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 115 | 0.0% | $2,359 | 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
| LPL Financial LLC | $253,337 | 0.0% |
Ausgestiegen
| Cibc World Market Inc. | $283,523 | war 0.0% |
| Bank Of America Corp /De/ | $223,329 | war 0.0% |
| Susquehanna International… | $222,897 | war 0.0% |
| Commonwealth Equity Services… | $214,530 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 39 Inhaber, 3.81M Anteile, $78.34M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.