PFFA
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -6.2% ·
Aktienfluss -1.3% ·
neue Nettopositionen -6.7%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | 0 | 8.50M | $174.81M | +4 | −4 |
| Q1 2026 | 36 | +6 | 7.44M | $151.52M | +8 | −2 |
| Q4 2025 | 30 | -2 | 8.11M | $174.73M | — | −2 |
| Q3 2025 | 4 | -1 | 115.69K | $2.51M | — | −1 |
| Q2 2025 | 3 | -1 | 26.91K | $560,556 | — | −1 |
| Q1 2025 | 2 | -1 | 48.05K | $1.02M | — | −1 |
| Q4 2024 | 3 | +3 | 159.63K | $3.50M | +3 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.58M | — | $77.12M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 1.02M | — | $22.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 1.02M | — | $22.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 894.56K | — | $19.28M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 894.56K | — | $19.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 894.56K | — | $19.28M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 701.93K | — | $15.13M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 419.74K | — | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 289.37K | — | $6.24M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 289.37K | — | $6.24M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 286.74K | — | $6.18M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 244.72K | — | $5.27M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 223.57K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Lido Advisors, LLC | 145.75K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 75.82K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Allspring Global Investments… | 47.40K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 44.96K | — | $968,989 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 44.96K | — | $968,989 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 30.99K | — | $672,465 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 25.17K | — | $542,393 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 25.17K | — | $542,393 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 16.11K | — | $347,236 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 16.11K | — | $347,236 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 16.11K | — | $347,236 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 13.53K | — | $292,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 11.00K | — | $237,050 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 10.49K | — | $226,133 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 8.24K | -9.7% | $177,550 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 5.00K | — | $107,450 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Simplex Trading, Llc | 3.20K | — | $68,938 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 2.85K | — | $61,204 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 1.24K | — | $26,765 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 452 | — | $9,736 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 279 | -99.7% | $6,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 279 | -99.7% | $6,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 200 | — | $4,310 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bnp Paribas Financial Markets | 18 | — | $388 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 4 | — | $86 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | UBS Group AG | 1 | — | $22 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.