Wertpapierdatensatz · archiviertes Quartal
JFR
Name ausstehend – Profil wird eingelesen
38Erfasste Halter
+3Δ Inhaber
27.79MGehaltene Aktien
$208.98MGemeldeter Wert
+6Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +8.6% ·
Aktienfluss +11.7% ·
neue Nettopositionen +7.9%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -5 | 29.99M | $230.06M | +1 | −6 |
| Q1 2026 | 38 | +3 | 27.79M | $208.98M | +6 | −3 |
| Q4 2025 | 35 | 0 | 24.88M | $194.83M | — | — |
| Q3 2025 | 2 | +1 | 7.37M | $60.27M | +1 | — |
| Q1 2025 | 1 | 0 | 17.36K | $147,005 | — | — |
| Q4 2024 | 1 | +1 | 16.73K | $149,196 | +1 | — |
| Q2 2024 | 1 | — | 26.11K | $225,869 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.07M | -6.0% | $45.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.07M | -6.0% | $45.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 6.07M | -6.0% | $45.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 6.07M | -6.0% | $45.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 6.07M | -6.0% | $45.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 6.07M | -6.0% | $45.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 6.07M | -6.0% | $45.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 2.94M | +0.7% | $22.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 2.94M | +0.7% | $22.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Loomis Sayles & Co L P | 2.90M | Neu | $21.79M | 0.0% | New | 1 | SEC ↗ |
| 11 | Loomis Sayles & Co L P | 2.90M | Neu | $21.79M | 0.0% | New | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 2.62M | -9.6% | $19.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 2.49M | +54.3% | $18.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 2.49M | +54.3% | $18.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 1.92M | -7.0% | $14.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 1.58M | +14.0% | $11.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 1.58M | +14.0% | $11.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 1.58M | +14.0% | $11.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.28M | +16.3% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.28M | +16.3% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.28M | +16.3% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.28M | +16.3% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 1.28M | +16.3% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Balyasny Asset Management L.P. | 939.19K | -6.4% | $7.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 914.69K | +11.2% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 914.69K | +11.2% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 914.69K | +11.2% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 831.94K | +8.4% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 831.94K | +8.4% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 730.40K | -4.0% | $5.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 730.40K | -4.0% | $5.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 474.09K | -35.6% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 453.54K | +16.1% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 305.52K | -0.2% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Jane Street Group, Llc | 304.72K | -44.2% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Jane Street Group, Llc | 304.72K | -44.2% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 298.10K | -7.3% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 186.80K | -13.9% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 96.53K | -11.7% | $725,942 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 74.53K | +87.1% | $560,436 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | First Trust Advisors Lp | 73.86K | -13.3% | $555,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Stifel Financial Corp | 62.77K | -4.2% | $471,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Focus Partners Wealth | 44.44K | Neu | $334,176 | 0.0% | New | 1 | SEC ↗ |
| 44 | Nomura Holdings Inc | 32.04K | -14.3% | $240,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 28.57K | +30.1% | $214,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Fifth Third Bancorp | 23.19K | Neu | $174,369 | 0.0% | New | 1 | SEC ↗ |
| 47 | Captrust Financial Advisors | 21.84K | 0.0% | $164,196 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 18.04K | -53.8% | $132,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Mariner, LLC | 15.73K | -29.7% | $114,789 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 14.49K | -65.5% | $108,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 12.89K | Neu | $96,953 | 0.0% | New | 1 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 12.89K | Neu | $96,953 | 0.0% | New | 1 | SEC ↗ |
| 53 | Northwestern Mutual Wealth… | 11.27K | +1371.7% | $84,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Creative Planning | 10.49K | Neu | $78,914 | 0.0% | New | 1 | SEC ↗ |
| 55 | Bnp Paribas Financial Markets | 5.21K | 0.0% | $39,209 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 4.72K | 0.0% | $35,478 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 4.72K | 0.0% | $35,478 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 4.72K | 0.0% | $35,478 | 0.0% | Held | 2 | SEC ↗ |
| 59 | TD Waterhouse Canada Inc. | 2.00K | 0.0% | $14,880 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Cwm, Llc | 866 | -81.5% | $6,512 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Jones Financial Companies Lllp | 377 | Neu | $2,703 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Loomis Sayles & Co L P | $21.79M | 0.0% |
| Loomis Sayles & Co L P | $21.79M | 0.0% |
| Focus Partners Wealth | $334,176 | 0.0% |
| Fifth Third Bancorp | $174,369 | 0.0% |
| Bank of New York Mellon Corp | $96,953 | 0.0% |
| Bank of New York Mellon Corp | $96,953 | 0.0% |
| Creative Planning | $78,914 | 0.0% |
| Jones Financial Companies Lllp | $2,703 | 0.0% |
Ausgestiegen
| Citadel Advisors | $212,647 | war 0.0% |
| Hrt Financial Lp | $171,000 | war 0.0% |
| Mml Investors Services, Llc | $97,697 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 184 Inhaber, 59.65M Anteile, $383.70M 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 ·
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