IQDG
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.8% ·
Aktienfluss +2.0% ·
neue Nettopositionen -2.9%
· Formel
Konzentrierte Akkumulation: steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.38K | $142,247 | n/a | n/a |
| Q2 2026 | 36 | 0 | 8.45M | $364.16M | +3 | −3 |
| Q1 2026 | 37 | +2 | 9.01M | $361.59M | +3 | −1 |
| Q4 2025 | 35 | -1 | 9.24M | $378.75M | n/a | −1 |
| Q3 2025 | 5 | 0 | 2.01M | $80.09M | n/a | n/a |
| Q2 2025 | 2 | 0 | 108.10K | $4.28M | n/a | n/a |
| Q1 2025 | 1 | 0 | 50.08K | $1.79M | n/a | n/a |
| Q4 2024 | 1 | +1 | 42.92K | $1.47M | +1 | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.26M | n/a | $93.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.90M | -1.4% | $78.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 1.03M | n/a | $42.73M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 740.16K | n/a | $30.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 604.38K | n/a | $25.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 594.00K | n/a | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 554.17K | n/a | $22.99M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 260.08K | +982.9% | $10.79M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Captrust Financial Advisors | 181.72K | n/a | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 167.24K | n/a | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 139.08K | n/a | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 138.81K | n/a | $5.76M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 13 | Susquehanna International Group, Llp | 113.24K | n/a | $4.70M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Corient Private Wealth LP | 223.51K | n/a | $4.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 89.44K | n/a | $3.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Commonwealth Equity Services, Llc | 46.25K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 41.87K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 24.49K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 24.12K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 16.00K | n/a | $663,958 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cibc World Market Inc. | 15.15K | n/a | $628,298 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 14.45K | -58.2% | $599,547 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Fidelity (FMR) ✦ | 10.05K | -2.7% | $416,877 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Bank Of Montreal /Can/ | 9.86K | n/a | $408,910 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Quantinno Capital Management LP | 9.44K | n/a | $391,405 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 7.30K | n/a | $302,708 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | TD Waterhouse Canada Inc. | 5.18K | n/a | $215,074 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 4.00K | n/a | $165,879 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 3.69K | n/a | $153,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 3.04K | n/a | $126,141 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 2.23K | n/a | $92,417 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 794 | n/a | $32,935 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 571 | n/a | $23,694 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Assetmark, Inc | 208 | n/a | $8,628 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 145 | n/a | $6,015 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Goldman Sachs Group | $358,043 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 144 Inhaber, 13.87M Anteile, $555.30M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.