IQI
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.5% ·
Aktienfluss -11.0% ·
neue Nettopositionen +6.1%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -2 | 5.51M | $55.80M | +1 | −3 |
| Q1 2026 | 33 | +2 | 5.46M | $52.54M | +3 | −1 |
| Q4 2025 | 31 | +1 | 6.13M | $61.09M | +1 | — |
| Q3 2025 | 2 | — | 746.20K | $7.35M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.18M | -9.8% | $11.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.18M | -9.8% | $11.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 760.60K | +13.1% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 576.13K | -20.8% | $5.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 467.49K | +10.1% | $4.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 467.49K | +10.1% | $4.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Allianz Asset Management GmbH | 461.60K | 0.0% | $4.44M | 0.0% | Held | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 244.87K | +4.9% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 225.08K | -11.2% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 203.05K | +5.5% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 199.98K | -41.5% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 198.92K | -2.9% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 145.28K | +5.4% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 104.15K | +0.3% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Lido Advisors, LLC | 102.33K | +0.7% | $984,424 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 81.01K | -10.5% | $779,279 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 81.01K | -10.5% | $779,279 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 76.42K | 0.0% | $735,112 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 75.25K | -0.3% | $723,924 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 75.25K | -0.3% | $723,924 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 59.54K | -3.6% | $572,813 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 55.98K | +305.2% | $538,566 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 55.98K | +305.2% | $538,566 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Nuveen, LLC | 55.56K | 0.0% | $534,487 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 49.89K | +0.8% | $479,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 35.07K | -20.8% | $337,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 30.37K | +576.0% | $292,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | First Trust Advisors Lp | 14.97K | +1.9% | $143,982 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Hrt Financial Lp | 14.09K | Neu | $135,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 12.39K | -16.7% | $119,221 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 11.40K | +4.1% | $109,668 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 10.36K | -87.6% | $99,654 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 3.89K | Neu | $36,207 | 0.0% | New | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 3.29K | 0.0% | $31,602 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Citigroup Inc | 3.06K | 0.0% | $29,418 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 2.56K | Neu | $24,598 | 0.0% | New | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 500 | 0.0% | $4,810 | 0.0% | Held | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 1 | 0.0% | $10 | 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
| Hrt Financial Lp | $135,000 | 0.0% |
| JPMorgan Chase | $36,207 | 0.0% |
| Northwestern Mutual Wealth… | $24,598 | 0.0% |
Ausgestiegen
| Allspring Global Investments… | $3.71M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 104 Inhaber, 10.58M Anteile, $88.58M 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.