Wertpapierdatensatz · archiviertes Quartal
MTBA
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
+2Δ Inhaber
8.14MGehaltene Aktien
$402.74MGemeldeter Wert
+6Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.9% ·
Aktienfluss -1.3% ·
neue Nettopositionen +6.5%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | 0 | 7.65M | $375.61M | +3 | −3 |
| Q1 2026 | 31 | +2 | 8.14M | $402.74M | +6 | −4 |
| Q4 2025 | 29 | 0 | 8.25M | $415.89M | +1 | −1 |
| Q3 2025 | 3 | 0 | 363.12K | $18.28M | +1 | −1 |
| Q2 2025 | 1 | 0 | 9.27K | $464,485 | — | — |
| Q1 2025 | 1 | 0 | 63.18K | $3.17M | — | — |
| Q4 2024 | 1 | 0 | 132.70K | $6.59M | — | — |
| Q3 2024 | 1 | 0 | 15.61K | $803,551 | — | — |
| Q2 2024 | 1 | — | 35.33K | $1.78M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.47M | +8.9% | $122.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.67M | -2.4% | $82.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.67M | -2.4% | $82.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 1.63M | -7.0% | $80.71M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 582.64K | +3.8% | $28.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 291.79K | +15.8% | $14.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 291.79K | +15.8% | $14.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 291.79K | +15.8% | $14.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 291.79K | +15.8% | $14.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 261.01K | +0.8% | $12.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 261.01K | +0.8% | $12.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 261.01K | +0.8% | $12.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 261.01K | +0.8% | $12.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 227.65K | +4.4% | $11.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 175.94K | -49.9% | $8.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 155.24K | +20.2% | $7.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 155.24K | +20.2% | $7.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 145.76K | +4.2% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 145.76K | +4.2% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 145.76K | +4.2% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Tidal Investments LLC | 112.75K | -61.3% | $5.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 86.00K | +4.2% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 83.59K | +91.5% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | First Manhattan Co. Llc. | 50.00K | 0.0% | $2.47M | 0.0% | Held | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 28.09K | +649.2% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 27.66K | +7.4% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 23.63K | +26.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 23.63K | +26.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 22.77K | -27.4% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 20.27K | +94.9% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Corient Private Wealth LP | 14.46K | Neu | $715,217 | 0.0% | New | 1 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 13.45K | Neu | $665,065 | 0.0% | New | 1 | SEC ↗ |
| 33 | Cibc World Market Inc. | 9.84K | -1.5% | $486,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 6.33K | Neu | $313,082 | 0.0% | New | 1 | SEC ↗ |
| 35 | Lido Advisors, LLC | 6.09K | -4.4% | $301,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 4.68K | 0.0% | $231,572 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Raymond James Financial Inc | 4.32K | Neu | $213,716 | 0.0% | New | 1 | SEC ↗ |
| 38 | Raymond James Financial Inc | 4.32K | Neu | $213,716 | 0.0% | New | 1 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 4.22K | Neu | $208,870 | 0.0% | New | 1 | SEC ↗ |
| 40 | UBS Group AG | 4.16K | Neu | $205,556 | 0.0% | New | 1 | SEC ↗ |
| 41 | UBS Group AG | 4.16K | Neu | $205,556 | 0.0% | New | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 973 | -19.4% | $48,126 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 973 | -19.4% | $48,126 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 174 | 0.0% | $8,606 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Cwm, Llc | 114 | 0.0% | $5,638 | 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
| Corient Private Wealth LP | $715,217 | 0.0% |
| Quantinno Capital Management… | $665,065 | 0.0% |
| Fifth Third Bancorp | $313,082 | 0.0% |
| Raymond James Financial Inc | $213,716 | 0.0% |
| Raymond James Financial Inc | $213,716 | 0.0% |
| Susquehanna International… | $208,870 | 0.0% |
| UBS Group AG | $205,556 | 0.0% |
| UBS Group AG | $205,556 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $592,570 | war 0.0% |
| Cetera Investment Advisers | $242,214 | war 0.0% |
| Pnc Financial Services Group… | $14,316 | war 0.0% |
| Assetmark, Inc | $8,066 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 154 Inhaber, 21.95M Anteile, $1.07B 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 ·
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