Wertpapierdatensatz · archiviertes Quartal
INCM
Name ausstehend – Profil wird eingelesen
28Erfasste Halter
+3Δ Inhaber
18.77MGehaltene Aktien
$539.86MGemeldeter Wert
+3Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +12.0% ·
Aktienfluss +23.2% ·
neue Nettopositionen +10.7%
— 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 | 28 | +1 | 21.51M | $621.07M | +2 | −1 |
| Q1 2026 | 28 | +3 | 18.77M | $539.86M | +3 | — |
| Q4 2025 | 25 | 0 | 15.24M | $427.59M | — | — |
| Q3 2025 | 3 | 0 | 228.45K | $6.34M | — | — |
| Q2 2025 | 1 | 0 | 70.58K | $1.91M | — | — |
| Q1 2025 | 1 | 0 | 29.55K | $786,917 | — | — |
| Q4 2024 | 1 | +1 | 34.63K | $903,947 | +1 | — |
| Q2 2024 | 1 | — | 9.88K | $255,629 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.88M | +27.7% | $140.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.35M | +8.2% | $67.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.35M | +8.2% | $67.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.35M | +8.2% | $67.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.27M | +15.6% | $65.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.27M | +15.6% | $65.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.27M | +15.6% | $65.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 1.63M | +72.1% | $46.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.56M | +16.7% | $44.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.56M | +16.7% | $44.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 1.56M | +16.7% | $44.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 1.34M | +8.2% | $38.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 1.34M | +8.2% | $38.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.23M | +165.1% | $35.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.23M | +165.1% | $35.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 626.85K | -12.8% | $18.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 621.11K | +7.8% | $17.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 580.22K | +3.9% | $16.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 580.22K | +3.9% | $16.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cwm, Llc | 381.50K | +84.0% | $10.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 286.71K | +10.2% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 260.92K | -15.3% | $7.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 246.88K | +6.4% | $7.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Lido Advisors, LLC | 135.74K | -2.6% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Lido Advisors, LLC | 135.74K | -2.6% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 134.17K | +129.8% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 134.17K | +129.8% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 134.17K | +129.8% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 75.94K | +74.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 37.54K | +39.5% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 33.54K | -56.1% | $964,189 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mariner, LLC | 31.51K | +45.4% | $905,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mariner, LLC | 31.51K | +45.4% | $905,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 25.53K | +8.7% | $732,341 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 25.53K | +8.7% | $732,341 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 25.53K | +8.7% | $732,341 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 20.59K | -53.1% | $591,963 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 38 | Fifth Third Bancorp | 5.00K | Neu | $143,750 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 3.60K | Neu | $103,587 | 0.0% | New | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 1.80K | +43.0% | $51,664 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Franklin Resources Inc | 898 | +32.1% | $25,818 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | UBS Group AG | 182 | Neu | $5,233 | 0.0% | New | 1 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 110 | -78.0% | $3,162 | 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
| Fifth Third Bancorp | $143,750 | 0.0% |
| Us Bancorp \De\ | $103,587 | 0.0% |
| UBS Group AG | $5,233 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 112 Inhaber, 25.20M Anteile, $715.98M 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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