KOCT
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -1.4% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 1.25M | $46.49M | +1 | — |
| Q1 2026 | 19 | 0 | 1.26M | $42.34M | +3 | −3 |
| Q4 2025 | 19 | 0 | 909.97K | $30.65M | — | — |
| Q3 2025 | 2 | -1 | 21.11K | $697,217 | — | −1 |
| Q2 2025 | 1 | 0 | 12.18K | $371,582 | — | — |
| Q1 2025 | 1 | 0 | 8.47K | $247,928 | — | — |
| Q4 2024 | 1 | 0 | 8.08K | $247,067 | — | — |
| Q3 2024 | 1 | 0 | 17.62K | $534,974 | — | — |
| Q2 2024 | 1 | — | 17.62K | $503,685 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 185.58K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 185.58K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 185.58K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 180.30K | — | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 143.37K | — | $4.83M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 55.10K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 52.76K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 51.47K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 42.45K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 38.76K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 38.76K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 38.58K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 28.32K | — | $954,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 19.64K | — | $661,312 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 18.66K | — | $628,214 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 12.44K | — | $428,644 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 12.50K | — | $420,942 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 11.44K | — | $385,117 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 9.30K | — | $313,131 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 8.06K | -61.8% | $271,313 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 1.23K | — | $41,414 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1 | 0.0% | $34 | 0.0% | Held | 2 | 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
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 94 Inhaber, 2.85M Anteile, $93.29M 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.