JRI
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.5% ·
Aktienfluss -2.8% ·
neue Nettopositionen +4.3%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -1 | 3.39M | $43.92M | +2 | −3 |
| Q1 2026 | 25 | +2 | 3.27M | $40.25M | +5 | −3 |
| Q4 2025 | 23 | +1 | 2.66M | $36.22M | +1 | — |
| Q3 2025 | 1 | — | 1.33M | $19.01M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.25M | -6.6% | $16.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.25M | -6.6% | $16.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.25M | -6.6% | $16.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 263.91K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 263.91K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 223.36K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 176.32K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 176.32K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 143.39K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 143.39K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 139.58K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 139.58K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 139.58K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | First Trust Advisors Lp | 112.68K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 68.19K | — | $928,025 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 51.48K | — | $700,582 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 45.34K | — | $617,118 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 43.56K | — | $592,818 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 38.47K | — | $523,521 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 38.47K | — | $523,521 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 31.41K | — | $427,558 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 30.91K | — | $420,758 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 14.81K | — | $201,510 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 10.50K | Neu | $142,905 | 0.0% | New | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 10.37K | — | $141,088 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 10.37K | — | $141,088 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 7.65K | — | $104,130 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.53K | — | $20,810 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 622 | — | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 266 | — | $3,620 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 147 | — | $1,995 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 33 | — | $449 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $142,905 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 91 Inhaber, 11.21M Anteile, $70.54M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.