ISMD
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +9.5% ·
Aktienfluss -4.4% ·
neue Nettopositionen +8.7%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +2 | 708.92K | $35.38M | +4 | −2 |
| Q1 2026 | 22 | -1 | 657.28K | $26.30M | +2 | −3 |
| Q4 2025 | 23 | +2 | 598.96K | $23.32M | +2 | n/a |
| Q3 2025 | 4 | +1 | 110.95K | $4.31M | +1 | n/a |
| Q2 2025 | 1 | -2 | 156 | $5,531 | n/a | −2 |
| Q1 2025 | 2 | 0 | 50.04K | $1.71M | n/a | n/a |
| Q4 2024 | 2 | +2 | 52.27K | $1.96M | +2 | n/a |
| Q2 2024 | 1 | n/a | 14.50K | $502,170 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 206.56K | n/a | $7.97M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 124.47K | n/a | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 59.11K | -43.2% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 42.23K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 32.33K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 19.49K | n/a | $752,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 15.28K | n/a | $589,650 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 11.89K | n/a | $458,880 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 11.75K | n/a | $453,401 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 11.71K | +103.8% | $451,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 11.54K | n/a | $445,020 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 11.20K | Neu | $432,096 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 9.16K | n/a | $353,393 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 8.57K | n/a | $330,715 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 7.81K | n/a | $301,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 7.72K | n/a | $297,941 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 6.10K | n/a | $235,430 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.01K | -1.8% | $39,004 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Northwestern Mutual Wealth… | 882 | n/a | $34,027 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 148 | -5.1% | $5,722 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citigroup Inc | 1 | n/a | $39 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | n/a | $18 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 0 | Neu | $8 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Two Sigma Investments | $432,096 | 0.0% |
| JPMorgan Chase | $8 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 93 Inhaber, 4.70M Anteile, $187.64M 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.