Wertpapierdatensatz · archiviertes Quartal
PCN
Name ausstehend – Profil wird eingelesen
29Erfasste Halter
-1Δ Inhaber
4.53MGehaltene Aktien
$53.89MGemeldeter Wert
+3Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.3% ·
Aktienfluss +7.3% ·
neue Nettopositionen -3.4%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -2 | 4.69M | $56.09M | +1 | −3 |
| Q1 2026 | 29 | -1 | 4.53M | $53.89M | +3 | −4 |
| Q4 2025 | 30 | +2 | 4.22M | $53.87M | +2 | — |
| Q3 2025 | 1 | -1 | 1.10M | $14.71M | — | −1 |
| Q2 2025 | 1 | — | 14.17K | $179,805 | — | — |
| Q3 2024 | 1 | +1 | 12.88K | $182,767 | +1 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.24M | +0.2% | $14.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.24M | +0.2% | $14.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.24M | +0.2% | $14.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 687.77K | +20.0% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 503.76K | +32.1% | $5.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 503.76K | +32.1% | $5.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 488.53K | +2.7% | $5.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 275.56K | -3.0% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 215.93K | -2.4% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 183.60K | +0.2% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 183.60K | +0.2% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 164.62K | +3.1% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 159.02K | +17.9% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 122.07K | +37.9% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 122.07K | +37.9% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 82.44K | -3.0% | $981,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 82.44K | -3.0% | $981,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 78.21K | +1.7% | $930,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 78.21K | +1.7% | $930,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 78.21K | +1.7% | $930,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 74.34K | +29.2% | $884,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 74.34K | +29.2% | $884,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 41.09K | +32.9% | $489,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 33.56K | +34.4% | $399,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 29.53K | 0.0% | $351,371 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 29.53K | 0.0% | $351,371 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 21.30K | +10.8% | $253,476 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Creative Planning | 19.40K | -22.1% | $230,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 19.37K | 0.0% | $230,527 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Lido Advisors, LLC | 18.84K | Neu | $225,109 | 0.0% | New | 1 | SEC ↗ |
| 31 | Nomura Holdings Inc | 18.70K | +72.4% | $222,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 13.01K | +333.5% | $154,772 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passiv) | 11.25K | 0.0% | $133,911 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 9.67K | +11.0% | $115,097 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 9.00K | Neu | $108,000 | 0.0% | New | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 8.76K | +5.8% | $104,292 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 8.76K | +5.8% | $104,292 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Cwm, Llc | 1.84K | 0.0% | $21,956 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 1.19K | Neu | $14,125 | 0.0% | New | 1 | SEC ↗ |
| 40 | Citigroup Inc | 631 | -96.7% | $7,509 | 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
| Lido Advisors, LLC | $225,109 | 0.0% |
| TD Waterhouse Canada Inc. | $108,000 | 0.0% |
| Assetmark, Inc | $14,125 | 0.0% |
Ausgestiegen
| Millennium Management | $228,123 | war 0.0% |
| Northern Trust Corp | $184,586 | war 0.0% |
| Wealth Enhancement Advisory… | $157,483 | war 0.0% |
| Mml Investors Services, Llc | $138,411 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 122 Inhaber, 12.10M Anteile, $141.58M 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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