Wertpapierdatensatz · archiviertes Quartal
OUSA
Name ausstehend – Profil wird eingelesen
38Erfasste Halter
0Δ Inhaber
4.22MGehaltene Aktien
$234.96MGemeldeter Wert
+3Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -11.7% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 4.10M | $239.25M | +2 | −3 |
| Q1 2026 | 38 | 0 | 4.22M | $234.96M | +3 | −3 |
| Q4 2025 | 38 | 0 | 4.78M | $275.86M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.68M | $95.21M | — | — |
| Q2 2025 | 3 | +1 | 46.48K | $2.51M | +2 | −1 |
| Q1 2025 | 1 | 0 | 4.00K | $212,880 | — | — |
| Q4 2024 | 1 | -1 | 4.00K | $212,480 | — | −1 |
| Q3 2024 | 2 | +1 | 29.77K | $1.61M | +1 | — |
| Q2 2024 | 1 | — | 9.26K | $459,632 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.57M | -1.3% | $87.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 533.85K | +1.0% | $29.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 378.97K | -5.2% | $21.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 319.65K | -3.1% | $17.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 270.86K | -16.2% | $15.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Rockefeller Capital Management L.P. | 194.43K | -1.4% | $10.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 188.04K | -19.3% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 186.78K | -2.7% | $10.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 97.60K | +209.5% | $5.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 77.75K | -15.9% | $4.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 64.81K | +2.6% | $3.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 57.51K | -12.2% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 48.78K | -3.0% | $2.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 36.06K | -92.2% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Susquehanna International Group, Llp | 28.91K | +85.2% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Jones Financial Companies Lllp | 25.26K | +4.7% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 20.77K | +1.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 19.39K | -71.7% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 18.64K | -6.1% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mariner, LLC | 9.85K | +27.6% | $548,245 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 9.27K | Neu | $516,117 | 0.0% | New | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 9.26K | -0.8% | $515,459 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 8.75K | -0.2% | $487,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 8.10K | Neu | $450,927 | 0.0% | New | 1 | SEC ↗ |
| 25 | Creative Planning | 7.27K | +1.3% | $404,905 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 7.38K | +3.8% | $404,796 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 27 | Fidelity (FMR) ✦ | 6.66K | +55.8% | $370,686 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 6.56K | +0.2% | $365,419 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 5.95K | +8.1% | $330,941 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 2.98K | +2030.7% | $166,073 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 1.02K | 0.0% | $56,895 | 0.0% | Held | 2 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 500 | Neu | $29,140 | 0.0% | New | 1 | SEC ↗ |
| 33 | Blair William & Co/Il | 474 | +0.2% | $26,404 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | BlackRock ✦ (passiv) | 416 | 0.0% | $23,159 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Assetmark, Inc | 403 | +690.2% | $22,435 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cwm, Llc | 305 | +1.7% | $16,979 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 91 | 0.0% | $5,046 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 38 | Russell Investments Group, Ltd. | 28 | -24.3% | $1,559 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $516,117 | 0.0% |
| UBS AM, a distinct business… | $450,927 | 0.0% |
| TD Waterhouse Canada Inc. | $29,140 | 0.0% |
Ausgestiegen
| Cerity Partners LLC | $474,063 | war 0.0% |
| Two Sigma Investments | $421,210 | war 0.0% |
| Pnc Financial Services Group… | $17,887 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 132 Inhaber, 6.06M Anteile, $332.55M 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 ·
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