Wertpapierdatensatz · archiviertes Quartal
NYF
Name ausstehend – Profil wird eingelesen
46Erfasste Halter
+3Δ Inhaber
5.57MGehaltene Aktien
$295.90MGemeldeter Wert
+4Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.0% ·
Aktienfluss +12.6% ·
neue Nettopositionen +6.5%
— 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 | 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 · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 870.76K | +59.3% | $46.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 763.21K | +12.9% | $40.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 763.21K | +12.9% | $40.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 763.21K | +12.9% | $40.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 579.23K | +5.0% | $30.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 466.51K | -1.7% | $24.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Hsbc Holdings Plc | 334.77K | -48.2% | $17.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Hsbc Holdings Plc | 334.77K | -48.2% | $17.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Hsbc Holdings Plc | 334.77K | -48.2% | $17.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 248.73K | +15.0% | $13.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mariner, LLC | 226.21K | +9.3% | $12.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 205.11K | +35.7% | $10.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 192.08K | +9.8% | $10.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 192.08K | +9.8% | $10.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 166.55K | +8.1% | $8.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 151.93K | +121.0% | $8.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Creative Planning | 131.28K | +86.8% | $6.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Creative Planning | 131.28K | +86.8% | $6.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 122.01K | +5.4% | $6.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Alliancebernstein L.P. | 113.46K | +14.1% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 96.27K | +13.7% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 76.55K | -12.0% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 67.78K | -15.7% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 67.74K | -14.3% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 67.74K | -14.3% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 64.50K | +871.1% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citigroup Inc | 54.32K | +157.0% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 49.73K | -2.6% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 47.04K | +18.8% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 46.64K | +37.1% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wealthfront Advisers LLC | 44.53K | +15.1% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 38.67K | +641.1% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 34.97K | +111.3% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 34.97K | +111.3% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Captrust Financial Advisors | 31.33K | +43.4% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 27.64K | +94.1% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 27.23K | +18.0% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 27.23K | +18.0% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Allspring Global Investments… | 25.31K | Neu | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 25.18K | +73.7% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 25.22K | +146.1% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Corient Private Wealth LP | 25.08K | -43.9% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 24.38K | -2.6% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Empower Advisory Group, LLC | 22.29K | +17.9% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Sei Investments Co | 15.90K | +2.1% | $844,713 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Royal Bank Of Canada | 15.00K | +37.4% | $797,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Royal Bank Of Canada | 15.00K | +37.4% | $797,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Royal Bank Of Canada | 15.00K | +37.4% | $797,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Raymond James Financial Inc | 14.56K | -40.9% | $773,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Raymond James Financial Inc | 14.56K | -40.9% | $773,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 11.95K | +2.1% | $634,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 11.95K | +2.1% | $634,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 11.95K | +2.1% | $634,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 6.12K | +2.9% | $325,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 6.12K | +2.9% | $325,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Rockefeller Capital Management L.P. | 6.12K | +2.9% | $325,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Baird Financial Group, Inc. | 5.80K | 0.0% | $308,255 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Deutsche Bank Ag\ | 2.49K | -13.0% | $132,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 1.86K | Neu | $99,069 | 0.0% | New | 1 | SEC ↗ |
| 60 | Cwm, Llc | 1.20K | Neu | $63,691 | 0.0% | New | 1 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 750 | -50.0% | $39,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Bnp Paribas Financial Markets | 28 | Neu | $1,487 | 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
| Allspring Global Investments… | $1.35M | 0.0% |
| Bank Of Montreal /Can/ | $99,069 | 0.0% |
| Cwm, Llc | $63,691 | 0.0% |
| Bnp Paribas Financial Markets | $1,487 | 0.0% |
Ausgestiegen
| Qube Research & Technologies… | $7,705 | war 0.0% |
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: Q1 2026 ·
Methodik ·
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