NJUL
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.5% ·
Aktienfluss -8.5% ·
neue Nettopositionen +9.5%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 27.97K | $2.21M | n/a | −1 |
| Q2 2026 | 17 | -2 | 706.60K | $54.70M | +1 | −4 |
| Q1 2026 | 21 | +2 | 798.90K | $57.06M | +3 | −1 |
| Q4 2025 | 19 | -1 | 873.16K | $63.42M | n/a | −1 |
| Q3 2025 | 3 | n/a | 28.84K | $2.05M | n/a | n/a |
| Q1 2025 | 1 | 0 | 3.71K | $222,699 | n/a | n/a |
| Q4 2024 | 1 | 0 | 15.27K | $958,462 | n/a | n/a |
| Q3 2024 | 1 | 0 | 15.84K | $963,450 | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.12K | $423,534 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 206.65K | -26.7% | $14.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Commonwealth Equity Services, Llc | 127.75K | -5.8% | $9.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 88.78K | -8.2% | $6.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Truist Financial Corp | 80.85K | -1.1% | $5.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 66.91K | -9.7% | $4.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 54.54K | -1.7% | $3.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 52.82K | -3.0% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 26.63K | -13.1% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 20.65K | +434.9% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 17.67K | -5.9% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 14.31K | -10.2% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 13.23K | Neu | $944,674 | 0.0% | New | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 8.99K | Neu | $641,804 | 0.0% | New | 1 | SEC ↗ |
| 14 | Blair William & Co/Il | 7.63K | 0.0% | $544,751 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 5.64K | 0.0% | $402,779 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Creative Planning | 4.36K | Neu | $311,045 | 0.0% | New | 1 | SEC ↗ |
| 17 | Cwm, Llc | 634 | 0.0% | $45,277 | 0.0% | Held | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 424 | -95.5% | $29,683 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 212 | 0.0% | $15,140 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 120 | 0.0% | $8,570 | 0.0% | Held | 2 | SEC ↗ |
| 21 | UBS Group AG | 96 | +31.5% | $6,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Goldman Sachs Group | $944,674 | 0.0% |
| Citadel Advisors | $641,804 | 0.0% |
| Creative Planning | $311,045 | 0.0% |
Ausgestiegen
| Us Bancorp \De\ | $23,602 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 114 Inhaber, 1.86M Anteile, $121.70M 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.