LGI
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +21.4% ·
Aktienfluss +3.0% ·
neue Nettopositionen +17.6%
— 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 | 14 | -2 | 1.44M | $26.58M | +1 | −3 |
| Q1 2026 | 17 | +3 | 1.43M | $23.08M | +3 | — |
| Q4 2025 | 14 | 0 | 1.39M | $24.28M | — | — |
| Q3 2025 | 1 | -1 | 475.35K | $8.22M | — | −1 |
| Q2 2025 | 1 | +1 | 67.39K | $1.13M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 462.00K | -4.3% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 462.00K | -4.3% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 462.00K | -4.3% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 186.36K | -10.2% | $3.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 186.36K | -10.2% | $3.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 172.42K | +0.4% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 124.17K | +3.3% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 122.08K | +18.6% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 122.08K | +18.6% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 112.01K | +1.5% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 96.86K | +64.4% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 96.86K | +64.4% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 42.44K | -0.9% | $682,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 31.80K | +2.3% | $511,652 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 19.34K | +8.6% | $311,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 17.12K | -37.4% | $283,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 16.73K | Neu | $269,266 | 0.0% | New | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 10.66K | -1.2% | $171,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Hrt Financial Lp | 10.50K | Neu | $169,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 8.03K | +12.0% | $129,274 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 1.10K | Neu | $18,073 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cwm, Llc | 158 | +2.6% | $2,536 | 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
| Susquehanna International… | $269,266 | 0.0% |
| Hrt Financial Lp | $169,000 | 0.0% |
| TD Waterhouse Canada Inc. | $18,073 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 46 Inhaber, 2.04M Anteile, $32.43M 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.