PDO
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +8.9% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.09M | -5.7% | $65.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | UBS Group AG | 3.57M | +1.2% | $46.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 2.37M | -1.1% | $30.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 2.35M | +7.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Cerity Partners LLC | 1.75M | Neu | $22.57M | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Invesco Ltd. | 983.37K | +5.8% | $12.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 840.79K | +5.1% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 657.56K | -6.9% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 656.53K | +0.9% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 566.99K | -3.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 365.73K | +19.3% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 220.77K | -1.4% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 195.58K | +15.4% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 175.43K | +73.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 69.00K | +47.9% | $892,144 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 63.53K | Neu | $821,508 | 0.0% | New | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 47.15K | -85.3% | $609,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | First Trust Advisors Lp | 45.22K | -14.7% | $584,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 43.81K | -1.2% | $566,519 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 35.74K | +5.1% | $462,151 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 33.59K | +196.5% | $444,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 23.80K | Neu | $307,676 | 0.0% | New | 1 | SEC ↗ |
| 23 | Cwm, Llc | 23.24K | +76.3% | $300,441 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Creative Planning | 22.52K | +7.8% | $291,154 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 18.25K | +14.5% | $235,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 12.55K | -39.5% | $162,308 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | BlackRock ✦ (passiv) | 10.72K | -0.4% | $138,617 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 28 | National Bank Of Canada /Fi/ | 8.03K | 0.0% | $105,081 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 29 | TD Waterhouse Canada Inc. | 7.80K | 0.0% | $102,960 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Cerity Partners LLC | $22.57M | 0.0% |
| Susquehanna International… | $821,508 | 0.0% |
| Fifth Third Bancorp | $307,676 | 0.0% |
Ausgestiegen
| Assetmark, Inc | $26,241 | war 0.0% |
| Pnc Financial Services Group… | $6,920 | war 0.0% |
| Russell Investments Group… | $14 | 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.