Wertpapierdatensatz · archiviertes Quartal
PDO
Name ausstehend – Profil wird eingelesen
29Erfasste Halter
0Δ Inhaber
20.25MGehaltene Aktien
$261.85MGemeldeter Wert
+3Neue Positionen
−3Ausstiege
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
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +2 | 20.81M | $275.10M | +4 | −2 |
| Q1 2026 | 29 | 0 | 20.25M | $261.85M | +3 | −3 |
| Q4 2025 | 29 | -1 | 18.60M | $257.40M | — | −1 |
| Q3 2025 | 3 | 0 | 4.70M | $66.35M | — | — |
| Q2 2025 | 1 | — | 14.25K | $192,109 | — | — |
| Q3 2024 | 1 | +1 | 89.93K | $1.27M | +1 | — |
Wer es hält · 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 | Morgan Stanley ✦ | 5.09M | -5.7% | $65.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 3.57M | +1.2% | $46.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 3.57M | +1.2% | $46.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.37M | -1.1% | $30.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.37M | -1.1% | $30.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 2.35M | +7.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 2.35M | +7.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.35M | +7.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.35M | +7.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 1.75M | Neu | $22.57M | 0.0% | New | 1 | SEC ↗ |
| 12 | Cerity Partners LLC | 1.75M | Neu | $22.57M | 0.0% | New | 1 | SEC ↗ |
| 13 | Invesco Ltd. | 983.37K | +5.8% | $12.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 840.79K | +5.1% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 840.79K | +5.1% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 657.56K | -6.9% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 657.56K | -6.9% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 657.56K | -6.9% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 656.53K | +0.9% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 566.99K | -3.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | LPL Financial LLC | 365.73K | +19.3% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 220.77K | -1.4% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 220.77K | -1.4% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 220.77K | -1.4% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 195.58K | +15.4% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jane Street Group, Llc | 175.43K | +73.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jane Street Group, Llc | 175.43K | +73.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 69.00K | +47.9% | $892,144 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 63.53K | Neu | $821,508 | 0.0% | New | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 47.15K | -85.3% | $609,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | First Trust Advisors Lp | 45.22K | -14.7% | $584,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 43.81K | -1.2% | $566,519 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 35.74K | +5.1% | $462,151 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 33.59K | +196.5% | $444,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 23.80K | Neu | $307,676 | 0.0% | New | 1 | SEC ↗ |
| 36 | Cwm, Llc | 23.24K | +76.3% | $300,441 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 22.52K | +7.8% | $291,154 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 18.25K | +14.5% | $235,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 12.55K | -39.5% | $162,308 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (passiv) | 10.72K | -0.4% | $138,617 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | BlackRock ✦ (passiv) | 10.72K | -0.4% | $138,617 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | BlackRock ✦ (passiv) | 10.72K | -0.4% | $138,617 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 8.03K | 0.0% | $105,081 | 0.0% | Held | 2 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 8.03K | 0.0% | $105,081 | 0.0% | Held | 2 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 7.80K | 0.0% | $102,960 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Cerity Partners LLC | $22.57M | 0.0% |
| 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.
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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