LCTU
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -5.2% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 28.27K | $2.34M | n/a | n/a |
| Q2 2026 | 28 | +1 | 7.27M | $582.05M | +4 | −3 |
| Q1 2026 | 28 | 0 | 7.68M | $537.34M | +3 | −3 |
| Q4 2025 | 28 | 0 | 8.10M | $600.37M | n/a | n/a |
| Q3 2025 | 5 | 0 | 1.58M | $114.77M | +1 | −1 |
| Q2 2025 | 2 | 0 | 7.88K | $529,902 | n/a | n/a |
| Q1 2025 | 1 | +1 | 21.74K | $1.32M | +1 | n/a |
| Q3 2024 | 1 | +1 | 22.25K | $1.40M | +1 | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 4.42M | -6.9% | $310.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.21M | -0.9% | $85.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 747.23K | -4.9% | $50.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 292.29K | -9.1% | $20.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cwm, Llc | 254.07K | -5.3% | $17.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 203.97K | -19.4% | $14.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Assetmark, Inc | 118.00K | -4.9% | $8.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 95.49K | +5.8% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Cerity Partners LLC | 60.79K | +90.0% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 55.01K | -4.0% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Susquehanna International Group, Llp | 52.69K | +377.6% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 40.60K | -9.9% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 35.04K | -15.9% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Raymond James Financial Inc | 22.91K | -9.2% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 22.75K | +1.9% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 10.52K | Neu | $737,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 8.16K | +10.5% | $572,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 5.68K | -56.2% | $398,393 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 5.45K | 0.0% | $382,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 3.61K | -35.2% | $253,126 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 3.19K | Neu | $223,598 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.27K | +67.2% | $158,902 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | BlackRock ✦ (passiv) | 1.92K | -6.6% | $134,383 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.29K | -1.8% | $90,752 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 739 | 0.0% | $51,831 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 362 | 0.0% | $25,390 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 325 | 0.0% | $22,795 | 0.0% | Held | 2 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 25 | Neu | $1,753 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Hrt Financial Lp | $737,000 | 0.0% |
| Fifth Third Bancorp | $223,598 | 0.0% |
| UBS AM, a distinct business… | $1,753 | 0.0% |
Ausgestiegen
| Mercer Global Advisors Inc… | $595,024 | war 0.0% |
| Goldman Sachs Group | $309,922 | war 0.0% |
| Bank Of America Corp /De/ | $72,756 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 194 Inhaber, 15.92M Anteile, $1.06B 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.