Wertpapierdatensatz · archiviertes Quartal
NEA
Name ausstehend, Profil-Einspeisung läuft
45Erfasste Halter
-1Δ Inhaber
29.30MGehaltene Aktien
$329.00MGemeldeter Wert
+2Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.2% ·
Aktienfluss +2.3% ·
neue Nettopositionen -2.2%
· Formel
Konzentrierte Akkumulation: steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 108.48K | $1.08M | n/a | −1 |
| Q2 2026 | 43 | 0 | 28.52M | $334.82M | +2 | −3 |
| Q1 2026 | 45 | -1 | 29.30M | $329.00M | +2 | −3 |
| Q4 2025 | 45 | +3 | 28.62M | $332.40M | +3 | n/a |
| Q3 2025 | 2 | -1 | 11.84M | $134.90M | n/a | −1 |
| Q2 2025 | 2 | 0 | 1.96M | $21.45M | +1 | −1 |
| Q1 2025 | 1 | +1 | 355.34K | $3.98M | +1 | n/a |
| Q3 2024 | 2 | +2 | 71.86K | $860,116 | +2 | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.91M | +2.2% | $111.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Raymond James Financial Inc | 3.01M | +15.8% | $33.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.78M | +1.9% | $31.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.73M | -3.4% | $19.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 1.53M | -5.7% | $17.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 1.45M | +23.7% | $16.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.33M | +4.2% | $14.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 1.09M | +6.4% | $12.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | HighTower Advisors, LLC | 1.07M | -0.1% | $11.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 674.33K | +7.2% | $7.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 572.06K | +22.2% | $6.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 541.99K | +3.6% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 444.56K | -4.2% | $4.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 379.23K | -12.1% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 280.90K | +1.4% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Lido Advisors, LLC | 227.46K | +1.8% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 220.59K | +0.2% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Invesco Ltd. | 214.09K | -5.4% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passiv) | 200.10K | +0.1% | $2.25M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 20 | Jane Street Group, Llc | 179.07K | -20.7% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Baird Financial Group, Inc. | 164.30K | -19.7% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Corient Private Wealth LP | 131.88K | -56.9% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 115.52K | 0.0% | $1.30M | 0.0% | Held | 2 | SEC ↗ ×3 |
| 24 | Wealth Enhancement Advisory… | 112.21K | -32.1% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 101.60K | +31.1% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Creative Planning | 96.65K | +1.8% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 94.27K | +6.9% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 86.28K | +14.5% | $968,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 85.64K | +152.0% | $961,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 78.97K | +2.1% | $886,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 49.77K | -3.0% | $559,169 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 45.63K | -20.3% | $512,483 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Fifth Third Bancorp | 44.24K | Neu | $496,802 | 0.0% | New | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 33.97K | +29.7% | $381,438 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Mml Investors Services, Llc | 33.49K | -13.4% | $376,145 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Nomura Holdings Inc | 30.00K | Neu | $336,900 | 0.0% | New | 1 | SEC ↗ |
| 37 | Financial Engines Advisors L.L.C. | 28.83K | 0.0% | $323,795 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Alliancebernstein L.P. | 27.40K | 0.0% | $318,650 | 0.0% | Held | 2 | SEC ↗ |
| 39 | First Trust Advisors Lp | 26.27K | +2.0% | $294,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Northern Trust Corp | 22.78K | -10.6% | $255,830 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | CIBC Bancorp USA Inc. | 22.70K | n/a | $254,876 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Quantinno Capital Management LP | 20.88K | +98.8% | $234,449 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 7.43K | -3.3% | $83,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cwm, Llc | 3.94K | +5.0% | $44,213 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Assetmark, Inc | 18 | -81.8% | $202 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Fifth Third Bancorp | $496,802 | 0.0% |
| Nomura Holdings Inc | $336,900 | 0.0% |
Ausgestiegen
| Citadel Advisors | $2.14M | war 0.0% |
| AQR Capital Management | $172,243 | war 0.0% |
| Goldman Sachs Group | $154,132 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 298 Inhaber, 53.23M Anteile, $568.43M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
Käufe auf dem offenen Markt (P)
Keine Insider-Käufe auf dem offenen Markt in unserem Erfassungszeitraum.
Verkäufe auf dem offenen Markt (S)
Sep 24
Hamilton Michael S.
Other · 2.68K Ant. · $26,573
Zuteilungen, Ausübungen und Steuereinbehalte werden hier nie als Käufe oder Verkäufe gezählt. Methodik
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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