ISMD
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.3% ·
Aktienfluss +9.7% ·
neue Nettopositionen -4.5%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| 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 | — |
| Q3 2025 | 4 | +1 | 110.95K | $4.31M | +1 | — |
| Q2 2025 | 1 | -2 | 156 | $5,531 | — | −2 |
| Q1 2025 | 2 | 0 | 50.04K | $1.71M | — | — |
| Q4 2024 | 2 | +2 | 52.27K | $1.96M | +2 | — |
| Q2 2024 | 1 | — | 14.50K | $502,170 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 214.36K | +3.8% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 94.89K | +60.5% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 56.70K | -54.5% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 41.53K | -1.7% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 38.36K | Neu | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 35.38K | +9.4% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Chevy Chase Trust Holdings, LLC | 34.28K | Neu | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 31.10K | +177.7% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cwm, Llc | 18.49K | -5.1% | $739,205 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 17.19K | +12.5% | $686,990 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 16.80K | +83.3% | $662,227 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Captrust Financial Advisors | 11.75K | 0.0% | $469,737 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 11.40K | +33.0% | $455,545 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 11.40K | +33.0% | $455,545 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 10.40K | -12.5% | $416,119 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 10.40K | -12.5% | $416,119 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 7.61K | -2.6% | $304,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 7.32K | -5.2% | $292,493 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 6.99K | +692.4% | $279,351 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.58K | +155.3% | $103,167 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.58K | +155.3% | $103,167 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.58K | +155.3% | $103,167 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 148 | 0.0% | $5,928 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Citigroup Inc | 10 | +900.0% | $400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1 | — | $32 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 0 | — | $8 | 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
| Jane Street Group, Llc | $1.53M | 0.0% |
| Chevy Chase Trust Holdings… | $1.37M | 0.0% |
Ausgestiegen
| Citadel Advisors | $451,579 | war 0.0% |
| Susquehanna International… | $445,020 | war 0.0% |
| Mml Investors Services, Llc | $235,430 | war 0.0% |
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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.