Wertpapierdatensatz · archiviertes Quartal
NYF
Name ausstehend – Profil wird eingelesen
43Erfasste Halter
+1Δ Inhaber
4.95MGehaltene Aktien
$264.80MGemeldeter Wert
+1Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.4% ·
Aktienfluss +1.0% ·
neue Nettopositionen +2.3%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | -2 | 6.18M | $332.87M | +1 | −3 |
| Q1 2026 | 46 | +3 | 5.57M | $295.90M | +4 | −1 |
| Q4 2025 | 43 | +1 | 4.95M | $264.80M | +1 | — |
| Q3 2025 | 4 | -1 | 1.18M | $62.74M | — | −1 |
| Q2 2025 | 2 | +1 | 419.88K | $21.89M | +1 | — |
| Q4 2024 | 1 | +1 | 8.63K | $459,342 | +1 | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 676.13K | — | $36.18M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 676.13K | — | $36.18M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 676.13K | — | $36.18M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 676.13K | — | $36.18M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Hsbc Holdings Plc | 646.17K | — | $34.58M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Hsbc Holdings Plc | 646.17K | — | $34.58M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Hsbc Holdings Plc | 646.17K | — | $34.58M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Hsbc Holdings Plc | 646.17K | — | $34.58M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Hsbc Holdings Plc | 646.17K | — | $34.58M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Hsbc Holdings Plc | 646.17K | — | $34.58M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Hsbc Holdings Plc | 646.17K | — | $34.58M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Hsbc Holdings Plc | 646.17K | — | $34.58M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 551.68K | — | $29.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 546.63K | +11.1% | $29.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 546.63K | +11.1% | $29.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 474.60K | +8.4% | $25.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 216.27K | — | $11.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 206.94K | — | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 174.91K | -4.4% | $9.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 174.91K | -4.4% | $9.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 154.09K | — | $8.25M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | LPL Financial LLC | 151.14K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 115.79K | — | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Alliancebernstein L.P. | 99.47K | — | $5.32M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 86.96K | — | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 84.68K | — | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 80.41K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 80.41K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 79.07K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 79.07K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 70.26K | — | $3.76M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 70.26K | — | $3.76M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 68.74K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 51.03K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 51.03K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Corient Private Wealth LP | 44.72K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Corient Private Wealth LP | 44.72K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cerity Partners LLC | 39.60K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wealthfront Advisers LLC | 38.68K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Focus Partners Wealth | 34.01K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mml Investors Services, Llc | 25.03K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Raymond James Financial Inc | 24.64K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Raymond James Financial Inc | 24.64K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 23.08K | -63.7% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 23.08K | -63.7% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Captrust Financial Advisors | 21.86K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Citigroup Inc | 21.14K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Empower Advisory Group, LLC | 18.91K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Stifel Financial Corp | 16.55K | — | $885,604 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Stifel Financial Corp | 16.55K | — | $885,604 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Sei Investments Co | 15.58K | — | $833,738 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Northwestern Mutual Wealth… | 14.50K | — | $775,788 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Wealth Enhancement Advisory… | 14.24K | — | $765,133 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 11.71K | — | $626,314 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 11.71K | — | $626,314 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 11.71K | — | $626,314 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Royal Bank Of Canada | 10.91K | — | $584,000 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Royal Bank Of Canada | 10.91K | — | $584,000 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Royal Bank Of Canada | 10.91K | — | $584,000 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Jones Financial Companies Lllp | 10.25K | — | $548,497 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Mercer Global Advisors Inc /Adv | 6.64K | — | $355,403 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Rockefeller Capital Management L.P. | 5.95K | — | $318,171 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Rockefeller Capital Management L.P. | 5.95K | — | $318,171 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 5.95K | — | $318,171 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Baird Financial Group, Inc. | 5.80K | — | $310,519 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Citadel Advisors ✦ | 5.22K | Neu | $279,215 | 0.0% | New | 1 | SEC ↗ |
| 67 | Deutsche Bank Ag\ | 2.86K | — | $153,199 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 1.50K | — | $80,266 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 1.50K | — | $80,266 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Qube Research & Technologies Ltd | 144 | — | $7,705 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $279,215 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 207 Inhaber, 12.80M Anteile, $667.48M 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: Q4 2025 ·
Methodik ·
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