PCEF
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.3% ·
Aktienfluss +2.0% ·
neue Nettopositionen +3.2%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -1 | 14.76M | $299.78M | +1 | −2 |
| Q1 2026 | 35 | +4 | 14.55M | $273.79M | +6 | −2 |
| Q4 2025 | 31 | +1 | 15.33M | $304.76M | +1 | — |
| Q3 2025 | 4 | 0 | 2.26M | $45.10M | — | — |
| Q2 2025 | 2 | 0 | 22.10K | $431,875 | — | — |
| Q1 2025 | 1 | 0 | 15.91K | $299,941 | — | — |
| Q4 2024 | 1 | +1 | 15.91K | $304,874 | +1 | — |
| Q2 2024 | 1 | — | 16.88K | $317,719 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 3.04M | — | $60.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 2.50M | +11.7% | $49.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Envestnet Asset Management Inc | 1.93M | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.67M | — | $33.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 1.15M | — | $22.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 1.10M | — | $21.89M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 938.15K | — | $18.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Cetera Investment Advisers | 547.61K | — | $10.89M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 448.60K | — | $8.92M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 417.40K | — | $8.34M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 415.43K | — | $8.26M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 302.63K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 142.16K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Baird Financial Group, Inc. | 94.05K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 93.98K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 92.99K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 92.52K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 92.27K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 66.89K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 53.82K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 36.74K | +89.2% | $730,371 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Creative Planning | 34.79K | — | $691,677 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 27.57K | — | $548,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 20.24K | Neu | $402,292 | 0.0% | New | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 10.21K | — | $202,875 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Us Bancorp \De\ | 2.70K | — | $53,676 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.70K | +67.0% | $33,861 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Citigroup Inc | 256 | — | $5,089 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 193 | — | $3,837 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 135 | -66.2% | $2,699 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Qube Research & Technologies Ltd | 57 | — | $1,133 | 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 | $402,292 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 121 Inhaber, 19.39M Anteile, $359.70M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.