Wertpapierdatensatz · archiviertes Quartal
PEY
Name ausstehend, Profil-Einspeisung läuft
37Erfasste Halter
+1Δ Inhaber
12.73MGehaltene Aktien
$272.50MGemeldeter Wert
+4Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.8% ·
Aktienfluss -9.0% ·
neue Nettopositionen +2.7%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 34.43K | $794,639 | +1 | n/a |
| Q2 2026 | 41 | +5 | 12.76M | $295.97M | +5 | n/a |
| Q1 2026 | 37 | +1 | 12.73M | $272.50M | +4 | −3 |
| Q4 2025 | 35 | -2 | 13.95M | $284.37M | +1 | −3 |
| Q3 2025 | 7 | +1 | 2.72M | $57.36M | +1 | n/a |
| Q2 2025 | 3 | +1 | 108.49K | $2.21M | +1 | n/a |
| Q1 2025 | 1 | 0 | 171.40K | $3.68M | +1 | −1 |
| Q4 2024 | 1 | -1 | 10.03K | $213,217 | n/a | −1 |
| Q3 2024 | 2 | -1 | 163.25K | $3.58M | n/a | −1 |
| Q2 2024 | 3 | n/a | 72.94K | $1.43M | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.55M | -7.2% | $97.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.39M | -1.6% | $51.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.36M | -25.7% | $29.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 914.65K | -0.7% | $19.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 637.95K | -0.7% | $13.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 412.55K | -6.8% | $8.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 325.62K | +9.8% | $6.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Two Sigma Investments ✦ | 258.00K | -61.7% | $5.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Royal Bank Of Canada | 254.81K | -3.2% | $5.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Jones Financial Companies Lllp | 255.61K | +1.7% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 204.47K | -4.5% | $4.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 152.73K | -4.7% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 134.20K | +2.9% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 133.05K | +9.4% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 106.52K | +2.3% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 91.45K | Neu | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 17 | Fifth Third Bancorp | 77.00K | +1078.4% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 75.14K | -9.8% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 51.46K | -16.3% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 45.88K | +130.8% | $982,802 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 43.45K | -0.1% | $930,648 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 35.55K | 0.0% | $761,517 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Creative Planning | 32.90K | +17.3% | $704,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 32.42K | -19.8% | $699,173 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 31.46K | +28.1% | $673,924 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 30.18K | n/a | $646,420 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Cwm, Llc | 19.22K | 0.0% | $411,748 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cerity Partners LLC | 19.19K | -5.0% | $411,097 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Truist Financial Corp | 18.92K | +7.0% | $405,261 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Pnc Financial Services Group, Inc. | 13.01K | +6.5% | $278,659 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | JPMorgan Chase ✦ | 11.70K | -50.6% | $248,593 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 32 | Focus Partners Wealth | 10.55K | -50.6% | $225,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passiv) | 800 | Neu | $17,140 | 0.0% | New | 1 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 716 | Neu | $15,336 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 546 | -47.8% | $11,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 172 | 0.0% | $3,684 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Simplex Trading, Llc | 1 | Neu | $21 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Goldman Sachs Group | $1.96M | 0.0% |
| BlackRock | $17,140 | 0.0% |
| UBS AM, a distinct business… | $15,336 | 0.0% |
| Simplex Trading, Llc | $21 | 0.0% |
Ausgestiegen
| Stifel Financial Corp | $1.47M | war 0.0% |
| D. E. Shaw & Co. | $777,507 | war 0.0% |
| Bnp Paribas Financial Markets | $734 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 174 Inhaber, 17.20M Anteile, $359.56M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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