PDO
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.3% ·
Aktienfluss +4.0% ·
neue Nettopositionen -3.4%
· Formel
Konzentrierte Akkumulation: steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.40M | +14.9% | $74.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | UBS Group AG | 3.52M | n/a | $48.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.40M | n/a | $33.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 2.19M | n/a | $30.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Invesco Ltd. | 929.25K | n/a | $12.86M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 799.98K | n/a | $11.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 706.01K | n/a | $9.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 650.44K | n/a | $9.00M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 586.05K | n/a | $8.11M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 320.81K | n/a | $4.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 306.50K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 223.93K | n/a | $3.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 169.45K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 101.33K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | First Trust Advisors Lp | 53.03K | n/a | $733,893 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 46.66K | n/a | $645,733 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 44.36K | n/a | $613,972 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 34.02K | n/a | $470,856 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 20.88K | n/a | $289,034 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 20.74K | n/a | $287,039 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 15.94K | n/a | $220,563 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 13.18K | n/a | $182,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 11.33K | n/a | $157,919 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passiv) | 10.76K | +24359.1% | $148,945 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | National Bank Of Canada /Fi/ | 8.03K | n/a | $111,172 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | TD Waterhouse Canada Inc. | 7.80K | n/a | $108,030 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 1.90K | n/a | $26,241 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 500 | n/a | $6,920 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 1 | n/a | $14 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| JPMorgan Chase | $28 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 134 Inhaber, 27.83M Anteile, $337.02M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.