Wertpapierdatensatz · archiviertes Quartal
NUMV
Name ausstehend – Profil wird eingelesen
37Erfasste Halter
+4Δ Inhaber
4.99MGehaltene Aktien
$193.33MGemeldeter Wert
+4Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +12.1% ·
Aktienfluss -7.8% ·
neue Nettopositionen +10.8%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | -2 | 4.69M | $203.95M | — | −2 |
| Q1 2026 | 37 | +4 | 4.99M | $193.33M | +4 | — |
| Q4 2025 | 33 | -1 | 5.41M | $211.61M | — | −1 |
| Q3 2025 | 4 | 0 | 1.51M | $58.51M | — | — |
| Q2 2025 | 2 | +1 | 14.82K | $534,226 | +1 | — |
| Q4 2024 | 1 | 0 | 6.54K | $227,553 | — | — |
| Q3 2024 | 1 | 0 | 5.51K | $202,878 | — | — |
| Q2 2024 | 1 | — | 20.21K | $667,569 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.42M | -3.1% | $55.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.42M | -3.1% | $55.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.42M | -3.1% | $55.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 588.03K | +2.5% | $22.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 588.03K | +2.5% | $22.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 588.03K | +2.5% | $22.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 588.03K | +2.5% | $22.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 588.03K | +2.5% | $22.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 588.03K | +2.5% | $22.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 561.11K | +4.4% | $21.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 561.11K | +4.4% | $21.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 561.11K | +4.4% | $21.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 387.29K | -28.1% | $15.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 387.29K | -28.1% | $15.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 285.94K | -1.9% | $11.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 285.94K | -1.9% | $11.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 285.94K | -1.9% | $11.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 264.74K | +0.8% | $10.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 190.20K | +18.4% | $7.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 190.20K | +18.4% | $7.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 190.20K | +18.4% | $7.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 190.20K | +18.4% | $7.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 180.30K | +8.8% | $6.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 177.25K | +46.8% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 167.00K | +23.0% | $6.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | LPL Financial LLC | 153.61K | -74.0% | $5.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 108.91K | +9.0% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 108.91K | +9.0% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Creative Planning | 100.64K | 0.0% | $3.90M | 0.0% | Held | 2 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 45.09K | Neu | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 31 | Cetera Investment Advisers | 43.87K | +7.5% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 43.16K | +41.0% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 43.16K | +41.0% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mariner, LLC | 43.07K | +13.5% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 35.15K | -8.4% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 35.15K | -8.4% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 35.15K | -8.4% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 35.15K | -8.4% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 30.71K | +2.8% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 18.70K | -8.3% | $725,075 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 17.86K | -13.0% | $692,447 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 17.86K | -13.0% | $692,447 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Stifel Financial Corp | 17.38K | -0.9% | $673,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 13.50K | +7.2% | $523,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Lido Advisors, LLC | 13.21K | +15.6% | $512,005 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 12.94K | Neu | $501,684 | 0.0% | New | 1 | SEC ↗ |
| 47 | Corient Private Wealth LP | 12.92K | -50.0% | $500,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Cwm, Llc | 9.14K | -1.9% | $354,519 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Focus Partners Wealth | 8.31K | 0.0% | $322,024 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 7.94K | +6.9% | $307,756 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | First Manhattan Co. Llc. | 7.90K | 0.0% | $306,283 | 0.0% | Held | 2 | SEC ↗ |
| 52 | HighTower Advisors, LLC | 5.72K | +7.1% | $221,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Wealth Enhancement Advisory… | 5.67K | -30.3% | $221,658 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Susquehanna International Group, Llp | 5.22K | -84.1% | $202,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 2.22K | Neu | $86,069 | 0.0% | New | 1 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 1.29K | +31.3% | $50,194 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Fifth Third Bancorp | 1.25K | Neu | $48,488 | 0.0% | New | 1 | SEC ↗ |
| 58 | Citigroup Inc | 380 | 0.0% | $14,733 | 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
| Goldman Sachs Group | $1.75M | 0.0% |
| Citadel Advisors | $501,684 | 0.0% |
| UBS AM, a distinct business… | $86,069 | 0.0% |
| Fifth Third Bancorp | $48,488 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 131 Inhaber, 8.37M Anteile, $321.14M 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 ·
Methodik ·
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