KJAN
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +11.1% ·
Aktienfluss +1.5% ·
neue Nettopositionen +10.0%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 42.97K | $1.96M | n/a | −1 |
| Q2 2026 | 21 | +3 | 1.16M | $53.07M | +4 | −2 |
| Q1 2026 | 20 | +2 | 1.22M | $51.01M | +3 | −1 |
| Q4 2025 | 18 | -1 | 1.20M | $49.94M | n/a | −1 |
| Q3 2025 | 3 | +1 | 9.50K | $383,372 | +1 | n/a |
| Q4 2024 | 1 | 0 | 7.29K | $272,244 | n/a | n/a |
| Q3 2024 | 1 | 0 | 20.86K | $773,428 | n/a | n/a |
| Q2 2024 | 1 | n/a | 17.02K | $594,343 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 234.26K | -3.6% | $9.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Commonwealth Equity Services, Llc | 216.85K | -11.6% | $9.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Blair William & Co/Il | 177.54K | +46.1% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 167.25K | +13.3% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 105.74K | +0.9% | $4.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 77.09K | +5.0% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 67.11K | -28.6% | $2.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 52.04K | +15.2% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 43.68K | +147.3% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 20.86K | -70.9% | $870,363 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 17.66K | 0.0% | $737,000 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 13.52K | Neu | $563,998 | 0.0% | New | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 12.86K | +8.6% | $536,545 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 8.49K | 0.0% | $354,136 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Creative Planning | 5.27K | Neu | $220,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Cwm, Llc | 813 | 0.0% | $33,920 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 500 | 0.0% | $20,861 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 254 | 0.0% | $10,597 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 230 | Neu | $9,596 | 0.0% | New | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 84 | 0.0% | $3,505 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Susquehanna International… | $563,998 | 0.0% |
| Creative Planning | $220,000 | 0.0% |
| Northwestern Mutual Wealth… | $9,596 | 0.0% |
Ausgestiegen
| JPMorgan Chase | $7,373 | 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.