PFFA
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -6.2% ·
Aktienfluss -1.3% ·
neue Nettopositionen -6.7%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.58M | n/a | $77.12M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 1.02M | n/a | $22.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 894.56K | n/a | $19.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Mml Investors Services, Llc | 701.93K | n/a | $15.13M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 419.74K | n/a | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 289.37K | n/a | $6.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 286.74K | n/a | $6.18M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 244.72K | n/a | $5.27M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 223.57K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Lido Advisors, LLC | 145.75K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 75.82K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Allspring Global Investments… | 47.40K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 44.96K | n/a | $968,989 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Wealth Enhancement Advisory… | 30.99K | n/a | $672,465 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 25.17K | n/a | $542,393 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Truist Financial Corp | 16.11K | n/a | $347,236 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Cwm, Llc | 13.53K | n/a | $292,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 11.00K | n/a | $237,050 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 10.49K | n/a | $226,133 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 8.24K | -9.7% | $177,550 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 5.00K | n/a | $107,450 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Simplex Trading, Llc | 3.20K | n/a | $68,938 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 2.85K | n/a | $61,204 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 1.24K | n/a | $26,765 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 452 | n/a | $9,736 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 279 | -99.7% | $6,012 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Us Bancorp \De\ | 200 | n/a | $4,310 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 18 | n/a | $388 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 4 | n/a | $86 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 1 | n/a | $22 | 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
| BlackRock | $9,694 | war 0.0% |
| Fidelity (FMR) | $1,411 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 194 Inhaber, 17.69M Anteile, $334.18M 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.