Wertpapierdatensatz · archiviertes Quartal
NZF
Name ausstehend, Profil-Einspeisung läuft
43Erfasste Halter
+4Δ Inhaber
17.24MGehaltene Aktien
$209.96MGemeldeter Wert
+4Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.3% ·
Aktienfluss -8.0% ·
neue Nettopositionen +9.3%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | 0 | 17.75M | $225.07M | +4 | −5 |
| Q1 2026 | 43 | +4 | 17.24M | $209.96M | +4 | n/a |
| Q4 2025 | 39 | 0 | 18.73M | $235.55M | n/a | n/a |
| Q3 2025 | 2 | n/a | 4.29M | $53.89M | n/a | n/a |
| Q1 2025 | 1 | +1 | 11.57K | $141,538 | +1 | n/a |
| Q3 2024 | 1 | 0 | 48.00K | $628,748 | +1 | −1 |
| Q2 2024 | 1 | n/a | 17.33K | $214,013 | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.04M | -15.8% | $37.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 2.13M | -32.4% | $25.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | UBS Group AG | 2.12M | -2.4% | $25.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 1.86M | +1.7% | $22.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 1.07M | -2.5% | $13.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 1.02M | +3.7% | $12.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 982.59K | +24.9% | $11.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 684.24K | +5.0% | $8.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 542.75K | +1.8% | $6.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Allianz Asset Management GmbH | 462.38K | 0.0% | $5.63M | 0.0% | Held | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 384.69K | +6.6% | $4.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 369.98K | +19.5% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 284.96K | +20.5% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Truist Financial Corp | 254.72K | +1.4% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 241.44K | +0.3% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 210.55K | +124.1% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Invesco Ltd. | 195.47K | -5.3% | $2.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 185.16K | +2.6% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 169.13K | +3.9% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Jane Street Group, Llc | 164.74K | -35.1% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Lido Advisors, LLC | 132.00K | 0.0% | $1.62M | 0.0% | Held | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 95.80K | -79.2% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 92.00K | -1.2% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 68.35K | Neu | $832,527 | 0.0% | New | 1 | SEC ↗ |
| 25 | Creative Planning | 63.69K | -3.5% | $775,748 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Corient Private Wealth LP | 60.71K | +8.0% | $741,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 57.83K | +5.9% | $704,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mariner, LLC | 49.56K | -6.6% | $603,597 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Pnc Financial Services Group, Inc. | 45.58K | +1.2% | $555,104 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Fifth Third Bancorp | 32.22K | +659.7% | $392,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northern Trust Corp | 25.20K | +5.8% | $306,985 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Us Bancorp \De\ | 24.29K | +21.5% | $295,840 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Wealth Enhancement Advisory… | 19.75K | -67.1% | $243,732 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 17.00K | -33.3% | $207,066 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Nomura Holdings Inc | 15.00K | Neu | $182,700 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 14.34K | +8.1% | $174,625 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Fisher Asset Management ✦ | 14.04K | Neu | $171,032 | 0.0% | New | 1 | SEC ↗ |
| 38 | First Trust Advisors Lp | 13.64K | +4.0% | $166,098 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 13.24K | +1.2% | $161,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 12.01K | -43.6% | $146,244 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Cwm, Llc | 802 | -0.4% | $9,773 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 149 | -92.3% | $1,815 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 46 | Neu | $549 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Susquehanna International… | $832,527 | 0.0% |
| Nomura Holdings Inc | $182,700 | 0.0% |
| Fisher Asset Management | $171,032 | 0.0% |
| Jones Financial Companies Lllp | $549 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 231 Inhaber, 31.40M Anteile, $361.38M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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