NUEM
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.2% ·
Aktienfluss +12.6% ·
neue Nettopositionen +4.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +3 | 3.03M | $128.65M | +4 | −1 |
| Q1 2026 | 25 | +1 | 2.89M | $105.94M | +2 | −1 |
| Q4 2025 | 24 | 0 | 2.56M | $91.39M | — | — |
| Q3 2025 | 3 | -1 | 446.88K | $15.95M | — | −1 |
| Q2 2025 | 2 | +1 | 68.81K | $2.29M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 888.76K | +7.9% | $32.65M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 439.80K | +8.2% | $16.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 439.80K | +8.2% | $16.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 343.91K | +112.9% | $12.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 260.30K | +10.4% | $9.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 260.30K | +10.4% | $9.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 260.30K | +10.4% | $9.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 218.82K | +7.9% | $8.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 158.76K | +12.8% | $5.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 100.91K | -1.7% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 84.05K | +8.6% | $3.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 84.05K | +8.6% | $3.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Corient Private Wealth LP | 61.31K | -26.1% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Creative Planning | 57.82K | -0.5% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Assetmark, Inc | 54.68K | +2.6% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 45.44K | +0.6% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 34.02K | +2.6% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 34.02K | +2.6% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 31.20K | +4.7% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 31.20K | +4.7% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 26.82K | -7.5% | $985,522 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 23.08K | 0.0% | $847,892 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Mariner, LLC | 20.91K | 0.0% | $768,353 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 9.37K | +7.1% | $344,241 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 9.02K | +4.6% | $331,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 9.02K | +4.6% | $331,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 9.02K | +4.6% | $331,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 6.70K | Neu | $246,260 | 0.0% | New | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 4.28K | -10.3% | $157,168 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3.90K | +121.8% | $143,170 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Cwm, Llc | 1.50K | 0.0% | $55,218 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 352 | +11.8% | $12,932 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 110 | Neu | $4,035 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Ameriprise Financial Inc | $246,260 | 0.0% |
| Northwestern Mutual Wealth… | $4,035 | 0.0% |
Ausgestiegen
| Hrt Financial Lp | $347,000 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 118 Inhaber, 6.86M Anteile, $232.25M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.