IPKW
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +3.6% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +1 | 3.69M | $210.25M | +1 | — |
| Q1 2026 | 24 | +3 | 3.93M | $221.09M | +3 | — |
| Q4 2025 | 21 | 0 | 3.22M | $178.94M | — | — |
| Q3 2025 | 1 | -1 | 459.04K | $24.19M | — | −1 |
| Q2 2025 | 1 | — | 406 | $19,752 | — | — |
| Q4 2024 | 1 | +1 | 22.71K | $901,933 | +1 | — |
| Q2 2024 | 1 | — | 21.25K | $849,867 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 650.55K | — | $36.15M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 650.55K | — | $36.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 587.64K | — | $32.66M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 587.64K | — | $32.66M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 569.48K | +24.1% | $31.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 569.48K | +24.1% | $31.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 551.63K | — | $30.66M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 147.63K | — | $8.35M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 131.75K | — | $7.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 95.04K | — | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 89.12K | — | $4.95M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 83.31K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 83.31K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 69.67K | — | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 69.67K | — | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 59.11K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 50.00K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 42.68K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 28.55K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 24.58K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 15.44K | — | $857,762 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 8.01K | — | $445,383 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 8.01K | — | $445,383 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 7.75K | — | $430,800 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 3.63K | — | $201,729 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 1.45K | — | $80,402 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 268 | — | $15,000 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 96 Inhaber, 6.29M Anteile, $344.81M 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.