PFLD
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +15.0% ·
Aktienfluss -4.3% ·
neue Nettopositionen +13.0%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +1 | 10.12M | $197.93M | +3 | −2 |
| Q1 2026 | 23 | +3 | 9.88M | $191.30M | +3 | — |
| Q4 2025 | 20 | 0 | 10.33M | $202.12M | — | — |
| Q3 2025 | 4 | 0 | 5.27M | $103.86M | — | — |
| Q2 2025 | 2 | +1 | 141.74K | $2.78M | +1 | — |
| Q1 2025 | 1 | 0 | 60.09K | $1.21M | +1 | −1 |
| Q4 2024 | 1 | +1 | 169.32K | $3.48M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.38M | +1.7% | $84.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.33M | -3.5% | $45.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 2.33M | -3.5% | $45.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 688.88K | -7.0% | $13.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 447.00K | -9.4% | $8.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 447.00K | -9.4% | $8.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 434.25K | -13.0% | $8.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 434.25K | -13.0% | $8.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 337.86K | -8.5% | $6.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 310.30K | -8.8% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 310.30K | -8.8% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 310.30K | -8.8% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 207.35K | +82.0% | $4.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Captrust Financial Advisors | 169.43K | +0.6% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 108.85K | +13.6% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 106.68K | -72.5% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 102.06K | -45.8% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 59.71K | -25.6% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 55.72K | +36.9% | $1.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 52.13K | -11.3% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Hrt Financial Lp | 23.73K | Neu | $459,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 21.22K | Neu | $410,858 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 14.24K | Neu | $275,648 | 0.0% | New | 1 | SEC ↗ |
| 24 | Creative Planning | 12.00K | -0.1% | $232,320 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 9.90K | -5.5% | $191,664 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 7.00K | 0.0% | $135,520 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 4.27K | 0.0% | $82,628 | 0.0% | Held | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 0 | — | $3 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Hrt Financial Lp | $459,000 | 0.0% |
| Susquehanna International… | $410,858 | 0.0% |
| Fifth Third Bancorp | $275,648 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 59 Inhaber, 12.31M Anteile, $231.62M 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.