JHML
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.7% ·
Aktienfluss -0.7% ·
neue Nettopositionen -3.8%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.35M | n/a | $108.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.05M | n/a | $84.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 935.65K | n/a | $74.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 470.61K | n/a | $37.58M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 440.62K | n/a | $35.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Morgan Stanley ✦ | 421.66K | -4.7% | $33.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 350.12K | n/a | $27.96M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 281.44K | n/a | $22.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 247.22K | n/a | $19.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 170.78K | n/a | $13.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 162.73K | n/a | $12.99M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 63.53K | n/a | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 44.94K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 41.57K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 36.66K | n/a | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 25.28K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 13.13K | +78.5% | $1.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Cwm, Llc | 12.65K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 10.84K | -58.4% | $865,413 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Mariner, LLC | 9.54K | n/a | $761,849 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 6.70K | n/a | $535,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 3.41K | n/a | $272,208 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 2.30K | -4.3% | $183,454 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Blair William & Co/Il | 650 | n/a | $51,903 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 644 | n/a | $51,423 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 89 | n/a | $7,067 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Goldman Sachs Group | $841,851 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 107 Inhaber, 10.20M Anteile, $797.13M 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.