NJAN
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +20.0% ·
Aktienfluss +13.4% ·
neue Nettopositionen +16.7%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.57K | $1.07M | n/a | −1 |
| Q2 2026 | 19 | +2 | 1.22M | $71.93M | +3 | −2 |
| Q1 2026 | 18 | +3 | 1.16M | $62.02M | +4 | −1 |
| Q4 2025 | 15 | -1 | 1.02M | $56.26M | n/a | −1 |
| Q3 2025 | 2 | n/a | 1.48K | $78,882 | n/a | n/a |
| Q1 2025 | 1 | +1 | 5.68K | $263,393 | +1 | n/a |
| Q3 2024 | 1 | 0 | 8.16K | $379,269 | n/a | n/a |
| Q2 2024 | 1 | n/a | 13.04K | $591,455 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 370.54K | +10.5% | $19.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Truist Financial Corp | 206.93K | +8.5% | $11.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 162.35K | +19.4% | $8.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 119.11K | +22.2% | $6.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 77.91K | +0.1% | $4.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 61.73K | +44.8% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 54.40K | +27.2% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 32.67K | -8.2% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 27.81K | +8.0% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 17.57K | -12.5% | $946,754 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Blair William & Co/Il | 13.57K | +7.1% | $724,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cerity Partners LLC | 6.64K | Neu | $354,217 | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Captrust Financial Advisors | 6.17K | -6.6% | $329,186 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Fifth Third Bancorp | 2.85K | Neu | $152,158 | 0.0% | New | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 927 | Neu | $48,640 | 0.0% | New | 1 | SEC ↗ |
| 16 | UBS Group AG | 341 | Neu | $18,199 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 255 | 0.0% | $13,609 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Assetmark, Inc | 250 | 0.0% | $13,343 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Cerity Partners LLC | $354,217 | 0.0% |
| Fifth Third Bancorp | $152,158 | 0.0% |
| JPMorgan Chase | $48,640 | 0.0% |
| UBS Group AG | $18,199 | 0.0% |
Ausgestiegen
| Us Bancorp \De\ | $23,780 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 110 Inhaber, 4.65M Anteile, $199.49M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.