ISPY
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.5% ·
Aktienfluss +5.1% ·
neue Nettopositionen +9.5%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.55M | +9.4% | $197.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.19M | +3.7% | $95.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 1.44M | +4.5% | $62.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 1.23M | +10.4% | $53.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.04M | -1.2% | $44.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 751.45K | -5.2% | $32.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 240.27K | +4.8% | $10.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 179.73K | -6.1% | $7.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 111.93K | -8.6% | $4.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Bank of New York Mellon Corp | 90.60K | +2.2% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 42.65K | +13.0% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Creative Planning | 33.65K | 0.0% | $1.46M | 0.0% | Held | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 23.95K | -0.3% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 21.73K | +0.1% | $941,842 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 17.45K | +86.1% | $756,241 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | CIBC Bancorp USA Inc. | 15.76K | n/a | $683,109 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 0 | -100.0% | $663,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 6.81K | -23.6% | $295,122 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 4.85K | Neu | $210,421 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 131 | Neu | $5,550 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Bank Of Montreal /Can/ | 95 | Neu | $4,118 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Fifth Third Bancorp | $210,421 | 0.0% |
| JPMorgan Chase | $5,550 | 0.0% |
| Bank Of Montreal /Can/ | $4,118 | 0.0% |
Ausgestiegen
| Pnc Financial Services Group… | $64,338 | war 0.0% |
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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.