Wertpapierdatensatz · archiviertes Quartal
NMAI
Name ausstehend – Profil wird eingelesen
26Erfasste Halter
+3Δ Inhaber
3.40MGehaltene Aktien
$42.16MGemeldeter Wert
+5Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +13.0% ·
Aktienfluss +12.3% ·
neue Nettopositionen +11.5%
— 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 | 22 | -3 | 3.17M | $44.95M | — | −3 |
| Q1 2026 | 26 | +3 | 3.40M | $42.16M | +5 | −2 |
| Q4 2025 | 23 | 0 | 3.03M | $39.49M | — | — |
| Q3 2025 | 3 | 0 | 981.12K | $12.74M | — | — |
| Q2 2025 | 1 | 0 | 21.41K | $270,396 | — | — |
| Q1 2025 | 1 | 0 | 21.41K | $257,336 | — | — |
| Q4 2024 | 1 | 0 | 21.41K | $257,764 | — | — |
| Q3 2024 | 1 | 0 | 36.35K | $480,560 | — | — |
| Q2 2024 | 1 | — | 95.62K | $1.18M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 987.70K | +10.6% | $12.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 987.70K | +10.6% | $12.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 987.70K | +10.6% | $12.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 987.70K | +10.6% | $12.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 987.70K | +10.6% | $12.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 987.70K | +10.6% | $12.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 671.35K | -1.5% | $8.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 671.35K | -1.5% | $8.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 671.35K | -1.5% | $8.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 423.92K | +7.8% | $5.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 240.19K | +23.1% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 240.19K | +23.1% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 240.19K | +23.1% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 217.08K | +7.9% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 138.81K | +42.7% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | First Trust Advisors Lp | 112.82K | +5.3% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 87.16K | +24.9% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 87.16K | +24.9% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 83.91K | +5.3% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 83.91K | +5.3% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 79.84K | +21.7% | $990,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Millennium Management ✦ | 58.81K | +174.7% | $729,232 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 58.76K | -8.3% | $728,587 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 51.88K | +5.4% | $625,637 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 44.45K | Neu | $551,140 | 0.0% | New | 1 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 29.60K | +24.5% | $367,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Invesco Ltd. | 28.27K | +95.9% | $350,598 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 26.21K | Neu | $325,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 25.83K | 0.0% | $320,267 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 17.16K | 0.0% | $212,834 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 11.84K | +15.2% | $146,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 11.84K | +15.2% | $146,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 3.29K | Neu | $40,749 | 0.0% | New | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1.09K | -66.7% | $13,537 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1.09K | -66.7% | $13,537 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 800 | +387.8% | $9,920 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cwm, Llc | 500 | Neu | $6,200 | 0.0% | New | 1 | SEC ↗ |
| 38 | BlackRock ✦ (passiv) | 86 | Neu | $1,065 | 0.0% | New | 1 | SEC ↗ |
| 39 | Citigroup Inc | 2 | 0.0% | $25 | 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
| Envestnet Asset Management Inc | $551,140 | 0.0% |
| Hrt Financial Lp | $325,000 | 0.0% |
| Fifth Third Bancorp | $40,749 | 0.0% |
| Cwm, Llc | $6,200 | 0.0% |
| BlackRock | $1,065 | 0.0% |
Ausgestiegen
| Wealth Enhancement Advisory… | $183,561 | war 0.0% |
| Pnc Financial Services Group… | $15,283 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 82 Inhaber, 6.50M Anteile, $72.44M 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 ·
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