Wertpapierdatensatz · archiviertes Quartal
JBBB
Name ausstehend – Profil wird eingelesen
30Erfasste Halter
-5Δ Inhaber
2.58MGehaltene Aktien
$120.48MGemeldeter Wert
+1Neue Positionen
−6Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -14.3% ·
Aktienfluss -28.6% ·
neue Nettopositionen -16.7%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +4 | 3.09M | $146.48M | +6 | −2 |
| Q1 2026 | 30 | -5 | 2.58M | $120.48M | +1 | −6 |
| Q4 2025 | 35 | -1 | 3.62M | $172.60M | — | −1 |
| Q3 2025 | 5 | 0 | 1.24M | $59.53M | — | — |
| Q2 2025 | 2 | 0 | 202.20K | $9.75M | — | — |
| Q1 2025 | 2 | 0 | 297.73K | $14.49M | — | — |
| Q4 2024 | 2 | +1 | 621.47K | $30.55M | +1 | — |
| Q3 2024 | 1 | 0 | 288.30K | $14.11M | — | — |
| Q2 2024 | 1 | — | 29.40K | $1.45M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 636.99K | -35.2% | $29.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 500.18K | +320.8% | $23.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 425.92K | +37.8% | $19.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 425.92K | +37.8% | $19.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 203.94K | +7076.1% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 203.94K | +7076.1% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 203.94K | +7076.1% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 157.35K | -17.0% | $7.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 157.35K | -17.0% | $7.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 107.53K | +2.4% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 107.53K | +2.4% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Us Bancorp \De\ | 82.72K | +22499.7% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 62.58K | -59.1% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 59.41K | -13.3% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 52.79K | +168.8% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 52.79K | +168.8% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 49.76K | -82.8% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 38.40K | +80.2% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 28.11K | +4.0% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 27.92K | -94.0% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 24.79K | -6.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 24.79K | -6.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 24.79K | -6.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 22.20K | +14.2% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 21.66K | +11.4% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 20.42K | -12.2% | $953,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 20.19K | +5.3% | $940,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 10.61K | -93.9% | $494,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 10.19K | -68.7% | $475,006 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 6.43K | +24.8% | $299,617 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 5.85K | Neu | $272,687 | 0.0% | New | 1 | SEC ↗ |
| 32 | Simplex Trading, Llc | 5.70K | -78.4% | $265,415 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 1.96K | -23.6% | $91,377 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 400 | 0.0% | $18,642 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 381 | -92.7% | $18,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 381 | -92.7% | $18,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 36 | -99.6% | $1,676 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 26 | -100.0% | $1,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 13 | -99.4% | $590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 13 | -99.4% | $590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Cerity Partners LLC | $272,687 | 0.0% |
Ausgestiegen
| Bank Of Montreal /Can/ | $3.02M | war 0.0% |
| Citadel Advisors | $487,923 | war 0.0% |
| Captrust Financial Advisors | $310,755 | war 0.0% |
| First Trust Advisors Lp | $247,556 | war 0.0% |
| Hrt Financial Lp | $207,000 | war 0.0% |
| Citigroup Inc | $382 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 173 Inhaber, 9.29M Anteile, $413.93M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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