Wertpapierdatensatz · archiviertes Quartal
MXI
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
+1Δ Inhaber
708.36KGehaltene Aktien
$75.23MGemeldeter Wert
+3Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.3% ·
Aktienfluss +30.0% ·
neue Nettopositionen +3.2%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +6 | 835.03K | $88.34M | +6 | — |
| Q1 2026 | 31 | +1 | 708.36K | $75.23M | +3 | −2 |
| Q4 2025 | 30 | -1 | 536.12K | $51.81M | — | −1 |
| Q3 2025 | 6 | 0 | 186.06K | $17.21M | — | — |
| Q2 2025 | 3 | 0 | 23.14K | $1.98M | — | — |
| Q1 2025 | 2 | +1 | 41.83K | $3.42M | +1 | — |
| Q4 2024 | 1 | 0 | 10.36K | $805,025 | — | — |
| Q3 2024 | 1 | -1 | 12.39K | $1.16M | — | −1 |
| Q2 2024 | 2 | — | 32.54K | $2.76M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 145.05K | +1.4% | $15.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 145.05K | +1.4% | $15.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 117.42K | +57.2% | $12.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 117.42K | +57.2% | $12.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 117.42K | +57.2% | $12.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 117.42K | +57.2% | $12.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 106.55K | +0.6% | $11.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 95.37K | +194.5% | $10.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 63.59K | +0.7% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 63.59K | +0.7% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 47.95K | Neu | $5.09M | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 23.43K | +772.1% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 22.55K | -12.8% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 22.55K | -12.8% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 8.52K | -45.9% | $904,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 7.93K | +1.0% | $843,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 7.54K | +125.2% | $800,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 7.54K | +125.2% | $800,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 7.15K | -11.7% | $759,661 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 7.15K | -11.7% | $759,661 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 5.53K | Neu | $587,004 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 4.96K | -9.8% | $527,036 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 4.83K | Neu | $513,598 | 0.0% | New | 1 | SEC ↗ |
| 24 | Mackenzie Financial Corp | 4.74K | +119.2% | $503,483 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 4.69K | -6.6% | $498,384 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 4.36K | -2.8% | $463,216 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Raymond James Financial Inc | 4.36K | -2.8% | $463,216 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 4.25K | -75.2% | $451,541 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 4.25K | +103.5% | $433,455 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 3.67K | +2.5% | $389,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mariner, LLC | 3.17K | -0.8% | $336,717 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 2.26K | +241.2% | $240,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northern Trust Corp | 2.17K | 0.0% | $230,285 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 1.89K | +137.1% | $200,969 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.76K | -3.5% | $186,673 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cwm, Llc | 1.60K | 0.0% | $169,527 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 708 | +18.6% | $75,213 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Us Bancorp \De\ | 413 | +25.1% | $43,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 61 | -69.5% | $6,479 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 22 | 0.0% | $2,263 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Jane Street Group, Llc | $5.09M | 0.0% |
| Cetera Investment Advisers | $587,004 | 0.0% |
| Envestnet Asset Management Inc | $513,598 | 0.0% |
Ausgestiegen
| Citigroup Inc | $188,061 | war 0.0% |
| Simplex Trading, Llc | $773 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 99 Inhaber, 1.30M Anteile, $132.77M 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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