IUS
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.7% ·
Aktienfluss +0.6% ·
neue Nettopositionen +3.6%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 22.54K | $1.56M | n/a | n/a |
| Q2 2026 | 25 | -2 | 4.78M | $313.23M | +1 | −3 |
| Q1 2026 | 28 | +1 | 5.04M | $291.91M | +2 | −1 |
| Q4 2025 | 27 | +1 | 5.01M | $286.42M | +1 | n/a |
| Q3 2025 | 4 | -1 | 235.59K | $13.01M | n/a | −1 |
| Q2 2025 | 2 | 0 | 15.28K | $787,146 | n/a | n/a |
| Q1 2025 | 1 | +1 | 15.09K | $745,040 | +1 | n/a |
| Q3 2024 | 1 | +1 | 10.67K | $536,600 | +1 | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.51M | 0.0% | $87.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 899.59K | +10.6% | $52.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cwm, Llc | 701.42K | +5.0% | $40.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 675.44K | +0.6% | $39.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 448.17K | -9.3% | $25.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 240.17K | -7.0% | $13.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 196.72K | +44.8% | $11.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 84.33K | +21.4% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 66.98K | -57.3% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 54.04K | -0.1% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 42.48K | +4.2% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 40.62K | -0.6% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 22.42K | -2.3% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 13.06K | -23.3% | $756,355 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 11.43K | +60.3% | $662,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 10.47K | -20.9% | $606,532 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 8.41K | -25.6% | $487,230 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 7.26K | -2.1% | $420,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 6.56K | +3.1% | $379,756 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 823 | +50.2% | $47,697 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Pnc Financial Services Group, Inc. | 750 | 0.0% | $43,436 | 0.0% | Held | 2 | SEC ↗ |
| 22 | UBS Group AG | 741 | +31.9% | $42,914 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 654 | -83.6% | $37,115 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Assetmark, Inc | 205 | -48.1% | $11,872 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 56 | -80.8% | $3,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citigroup Inc | 1 | Neu | $58 | 0.0% | New | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passiv) | 1 | Neu | $32 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 0 | n/a | $19 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Citigroup Inc | $58 | 0.0% |
| BlackRock | $32 | 0.0% |
Ausgestiegen
| Corient Private Wealth LP | $467,094 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 104 Inhaber, 8.75M Anteile, $499.84M 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.