PFM
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.4% ·
Aktienfluss +2.7% ·
neue Nettopositionen +2.4%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.81M | n/a | $93.24M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 866.57K | n/a | $44.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 744.55K | +2.8% | $38.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 277.78K | n/a | $14.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 206.36K | n/a | $10.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (passiv) | 197.45K | Neu | $10.17M | 0.0% | New | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 179.17K | n/a | $9.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 100.72K | n/a | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | TD Waterhouse Canada Inc. | 99.66K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 93.54K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 86.97K | n/a | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 82.56K | n/a | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 75.41K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 70.84K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | Mariner, LLC | 68.96K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 56.83K | n/a | $2.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | HighTower Advisors, LLC | 56.79K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 33.40K | -55.5% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Mml Investors Services, Llc | 30.90K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 27.75K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Bank Of Montreal /Can/ | 22.66K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 19.58K | +17.9% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 17.59K | n/a | $906,056 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 17.24K | n/a | $875,097 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Brown Advisory Inc | 13.88K | n/a | $715,040 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Deutsche Bank Ag\ | 12.91K | n/a | $665,252 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Stifel Financial Corp | 11.66K | n/a | $600,719 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 11.12K | n/a | $572,694 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Captrust Financial Advisors | 10.42K | n/a | $536,524 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Creative Planning | 10.29K | n/a | $529,968 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 9.97K | n/a | $522,657 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 8.84K | n/a | $455,199 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Charles Schwab Investment… | 8.19K | n/a | $421,669 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | First Manhattan Co. Llc. | 6.40K | n/a | $329,630 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 5.71K | n/a | $294,121 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 4.33K | Neu | $223,015 | 0.0% | New | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 2.87K | n/a | $147,871 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | National Bank Of Canada /Fi/ | 2.59K | n/a | $133,359 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Allspring Global Investments… | 1.60K | n/a | $83,168 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cwm, Llc | 689 | n/a | $35,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 281 | n/a | $14,473 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 111 | n/a | $5,717 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| BlackRock | $10.17M | 0.0% |
| Citadel Advisors | $223,015 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $2.18M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 134 Inhaber, 7.55M Anteile, $382.34M 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.