ISPY
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +8.9% · 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 | 25 | +4 | 11.37M | $547.70M | +4 | — |
| Q1 2026 | 21 | +2 | 11.99M | $520.50M | +3 | −1 |
| Q4 2025 | 18 | 0 | 11.39M | $519.88M | — | — |
| Q3 2025 | 1 | — | 3.23M | $145.56M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.16M | +29.0% | $189.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.16M | +29.0% | $189.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.12M | — | $96.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.12M | — | $96.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 2.12M | — | $96.51M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.38M | — | $62.75M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.38M | — | $62.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.38M | — | $62.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 1.11M | — | $50.85M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.05M | — | $47.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 1.05M | — | $47.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 792.43K | — | $36.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 792.43K | — | $36.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 229.19K | — | $10.46M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 191.46K | — | $8.74M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 122.47K | — | $5.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 122.47K | — | $5.59M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 88.62K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 88.62K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 37.76K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 33.65K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 24.03K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 21.71K | — | $990,430 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 14.99K | — | $676,046 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 9.37K | — | $427,644 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 8.92K | — | $406,819 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 1.41K | — | $64,338 | 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): 117 Inhaber, 16.67M Anteile, $719.54M 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.