JRI
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +8.7% ·
Aktienfluss +23.0% ·
neue Nettopositionen +8.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| 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 ✦ | 1.62M | +29.8% | $19.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.62M | +29.8% | $19.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.62M | +29.8% | $19.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.62M | +29.8% | $19.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 381.22K | +44.5% | $4.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 381.22K | +44.5% | $4.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 243.65K | +9.1% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 211.05K | +19.7% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 211.05K | +19.7% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 138.16K | -1.0% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 138.16K | -1.0% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 138.16K | -1.0% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 91.15K | -36.4% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 91.15K | -36.4% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 87.22K | +182.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 87.22K | +182.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 70.45K | +36.9% | $880,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | First Trust Advisors Lp | 69.20K | -38.6% | $851,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Balyasny Asset Management L.P. | 55.99K | Neu | $688,689 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 46.89K | -31.2% | $576,735 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 44.26K | +1.6% | $544,366 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 42.71K | -5.8% | $525,358 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 40.37K | Neu | $481,151 | 0.0% | New | 1 | SEC ↗ |
| 24 | Mariner, LLC | 35.27K | -8.3% | $431,014 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 35.27K | -8.3% | $431,014 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Corient Private Wealth LP | 30.00K | Neu | $369,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 21.66K | +106.3% | $266,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 17.14K | -45.5% | $210,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 14.81K | 0.0% | $182,114 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 7.65K | 0.0% | $94,107 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 1.92K | Neu | $23,635 | 0.0% | New | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 1.75K | +14.4% | $21,513 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passiv) | 690 | Neu | $8,487 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cwm, Llc | 622 | 0.0% | $7,651 | 0.0% | Held | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 156 | +6.1% | $1,916 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Balyasny Asset Management L.P. | $688,689 | 0.0% |
| JPMorgan Chase | $481,151 | 0.0% |
| Corient Private Wealth LP | $369,000 | 0.0% |
| Fifth Third Bancorp | $23,635 | 0.0% |
| BlackRock | $8,487 | 0.0% |
Ausgestiegen
| Stifel Financial Corp | $141,088 | war 0.0% |
| Jones Financial Companies Lllp | $3,620 | war 0.0% |
| Assetmark, Inc | $449 | war 0.0% |
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.