Wertpapierdatensatz · archiviertes Quartal
MKC-V
Name ausstehend – Profil wird eingelesen
32Erfasste Halter
0Δ Inhaber
592.87KGehaltene Aktien
$29.81MGemeldeter Wert
+4Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -15.0% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -5 | 594.66K | $30.15M | +2 | −7 |
| Q1 2026 | 32 | 0 | 592.87K | $29.81M | +4 | −4 |
| Q4 2025 | 32 | +2 | 697.34K | $47.41M | +2 | — |
| Q3 2025 | 3 | -1 | 51.60K | $3.44M | — | −1 |
| Q2 2025 | 3 | +1 | 11.68K | $881,798 | +1 | — |
| Q1 2025 | 2 | 0 | 9.38K | $769,219 | — | — |
| Q4 2024 | 2 | +1 | 10.29K | $779,906 | +1 | — |
| Q3 2024 | 1 | -1 | 4.50K | $371,430 | — | −1 |
| Q2 2024 | 2 | — | 8.37K | $577,599 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Brown Advisory Inc | 190.90K | -0.3% | $9.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Focus Partners Wealth | 108.87K | -9.6% | $5.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 49.65K | +12.5% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 49.65K | +12.5% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 49.65K | +12.5% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 49.65K | +12.5% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 49.65K | +12.5% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Dimensional Fund Advisors Lp | 46.26K | +6.1% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 46.26K | +6.1% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 46.26K | +6.1% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Dimensional Fund Advisors Lp | 46.26K | +6.1% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 28.63K | -16.4% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 28.52K | +4.8% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | TD Waterhouse Canada Inc. | 26.92K | +727.7% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Td Asset Management Inc | 23.67K | -84.1% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cerity Partners LLC | 10.00K | -0.2% | $503,850 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 9.44K | -17.4% | $475,789 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 8.70K | +88.3% | $438,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 8.70K | +88.3% | $438,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | First Trust Advisors Lp | 8.66K | -28.9% | $436,198 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Charles Schwab Investment… | 7.87K | +135.7% | $396,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | LPL Financial LLC | 6.78K | 0.0% | $341,425 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 5.09K | Neu | $256,283 | 0.0% | New | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 5.09K | Neu | $256,283 | 0.0% | New | 1 | SEC ↗ |
| 25 | Millennium Management ✦ | 4.48K | Neu | $225,753 | 0.0% | New | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 4.40K | 0.0% | $221,672 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 4.40K | 0.0% | $221,672 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 4.40K | 0.0% | $221,672 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Cwm, Llc | 4.37K | -16.4% | $220,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | GAMCO Investors ✦ | 4.30K | +2.4% | $216,634 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 3.77K | +1303.0% | $190,139 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 3.77K | +1303.0% | $190,139 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Blair William & Co/Il | 3.12K | 0.0% | $157,225 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 2.67K | 0.0% | $134,000 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 2.67K | 0.0% | $134,000 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 2.26K | Neu | $113,708 | 0.0% | New | 1 | SEC ↗ |
| 37 | UBS Group AG | 2.07K | +31.9% | $104,237 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | UBS Group AG | 2.07K | +31.9% | $104,237 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS Group AG | 2.07K | +31.9% | $104,237 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 762 | -39.4% | $38,390 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Citigroup Inc | 358 | +35700.0% | $18,036 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 247 | +56.3% | $13,098 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 81 | 0.0% | $4,081 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 24 | 0.0% | $1,209 | 0.0% | Held | 2 | SEC ↗ |
| 45 | BlackRock ✦ (passiv) | 3 | -99.8% | $151 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 1 | Neu | $50 | 0.0% | New | 1 | SEC ↗ |
| 47 | Nomura Asset Management Co Ltd | 0 | — | $0 | 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
| Raymond James Financial Inc | $256,283 | 0.0% |
| Raymond James Financial Inc | $256,283 | 0.0% |
| Millennium Management | $225,753 | 0.0% |
| Qube Research & Technologies… | $113,708 | 0.0% |
| National Bank Of Canada /Fi/ | $50 | 0.0% |
Ausgestiegen
| Wealth Enhancement Advisory… | $293,733 | war 0.0% |
| Baird Financial Group, Inc. | $293,123 | war 0.0% |
| Chevy Chase Trust Holdings… | $200,970 | war 0.0% |
| JPMorgan Chase | $10,745 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 75 Inhaber, 1.43M Anteile, $68.79M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
Über die API abrufen