Wertpapierdatensatz · archiviertes Quartal
INFL
Name ausstehend, Profil-Einspeisung läuft
31Erfasste Halter
0Δ Inhaber
5.99MGehaltene Aktien
$308.79MGemeldeter Wert
+3Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -30.0% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +5 | 6.21M | $309.95M | +7 | −3 |
| Q1 2026 | 31 | 0 | 5.99M | $308.79M | +3 | −3 |
| Q4 2025 | 31 | -2 | 9.08M | $403.54M | n/a | −2 |
| Q3 2025 | 4 | 0 | 8.49M | $379.68M | +1 | −1 |
| Q2 2025 | 2 | -1 | 11.85K | $499,841 | n/a | −1 |
| Q1 2025 | 2 | 0 | 16.39K | $666,091 | n/a | n/a |
| Q4 2024 | 2 | 0 | 47.37K | $1.80M | n/a | n/a |
| Q3 2024 | 2 | 0 | 16.58K | $623,204 | n/a | n/a |
| Q2 2024 | 2 | n/a | 18.62K | $608,502 | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 968.46K | -9.6% | $50.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 829.65K | +5.6% | $43.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 816.89K | +20.1% | $42.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 519.50K | +38.9% | $27.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Rockefeller Capital Management L.P. | 436.94K | +13.6% | $22.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | Bank of New York Mellon Corp | 433.83K | +9.7% | $22.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 315.80K | +33.5% | $16.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 295.92K | +4.5% | $15.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Captrust Financial Advisors | 285.69K | +3.6% | $14.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 249.14K | +27.9% | $12.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Focus Partners Wealth | 173.22K | +37.7% | $9.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 148.56K | +4.6% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 100.66K | +24.5% | $5.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 75.31K | -35.2% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 62.15K | -3.2% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Susquehanna International Group, Llp | 49.00K | +619.7% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 39.70K | -2.8% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 36.85K | -99.0% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 19 | Morgan Stanley ✦ | 33.03K | -0.3% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 20 | Bank Of America Corp /De/ | 15.50K | +1818.3% | $806,930 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 15.34K | +18.4% | $798,673 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 7.42K | 0.0% | $386,174 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 23 | Creative Planning | 6.59K | +0.5% | $343,232 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cibc World Market Inc. | 5.83K | Neu | $303,770 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mariner, LLC | 5.28K | -47.8% | $274,617 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 2.70K | +50.0% | $140,562 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Northwestern Mutual Wealth… | 1.95K | +24.8% | $101,517 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 845 | Neu | $43,991 | 0.0% | New | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 272 | Neu | $14,160 | 0.0% | New | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 125 | 0.0% | $6,508 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Corient Private Wealth LP | 55.78K | -69.9% | $4,945 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Cibc World Market Inc. | $303,770 | 0.0% |
| Fifth Third Bancorp | $43,991 | 0.0% |
| Qube Research & Technologies… | $14,160 | 0.0% |
Ausgestiegen
| Wealth Enhancement Advisory… | $1.17M | war 0.0% |
| Jones Financial Companies Lllp | $126,266 | war 0.0% |
| Cwm, Llc | $13,000 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 166 Inhaber, 16.47M Anteile, $834.34M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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