KJAN
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.3% ·
Aktienfluss -0.7% ·
neue Nettopositionen -5.6%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +3 | 1.19M | $54.16M | +4 | −1 |
| Q1 2026 | 20 | +2 | 1.22M | $51.01M | +3 | −1 |
| Q4 2025 | 18 | -1 | 1.20M | $49.94M | — | −1 |
| Q3 2025 | 3 | +1 | 9.50K | $383,372 | +1 | — |
| Q4 2024 | 1 | 0 | 7.29K | $272,244 | — | — |
| Q3 2024 | 1 | 0 | 20.86K | $773,428 | — | — |
| Q2 2024 | 1 | — | 17.02K | $594,343 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 245.27K | — | $10.16M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 243.12K | — | $10.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 243.12K | — | $10.07M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 243.12K | — | $10.07M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 243.12K | — | $10.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 147.57K | — | $6.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Blair William & Co/Il | 121.50K | — | $5.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 104.79K | — | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 94.04K | — | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 73.40K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 73.40K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 71.65K | — | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 45.19K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 17.66K | — | $731,684 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 17.66K | — | $731,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 17.66K | — | $731,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 11.84K | — | $490,597 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 8.49K | — | $351,573 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 813 | — | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 500 | — | $20,710 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 254 | 0.0% | $10,521 | 0.0% | Held | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 178 | -50.0% | $7,373 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 84 | — | $3,479 | 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
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Citadel Advisors | $358,756 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 127 Inhaber, 5.20M Anteile, $209.79M 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.