Wertpapierdatensatz · archiviertes Quartal
PID
Name ausstehend – Profil wird eingelesen
38Erfasste Halter
+3Δ Inhaber
11.52MGehaltene Aktien
$256.49MGemeldeter Wert
+4Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +8.6% ·
Aktienfluss -4.8% ·
neue Nettopositionen +7.9%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | 0 | 11.58M | $257.25M | +1 | −1 |
| Q1 2026 | 38 | +3 | 11.52M | $256.49M | +4 | −1 |
| Q4 2025 | 35 | -1 | 12.10M | $266.31M | — | −1 |
| Q3 2025 | 4 | 0 | 3.54M | $75.38M | — | — |
| Q2 2025 | 2 | -1 | 23.93K | $490,664 | — | −1 |
| Q1 2025 | 2 | +2 | 74.96K | $1.43M | +2 | — |
| Q3 2024 | 1 | 0 | 18.60K | $367,908 | +1 | −1 |
| Q2 2024 | 1 | — | 31.89K | $571,540 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.18M | +1.4% | $70.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.18M | +1.4% | $70.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.60M | -2.8% | $35.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.60M | -2.8% | $35.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.60M | -2.8% | $35.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 1.28M | -3.0% | $28.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 934.97K | +5.4% | $20.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 934.97K | +5.4% | $20.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 934.97K | +5.4% | $20.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 908.88K | -1.8% | $20.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 908.88K | -1.8% | $20.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 908.88K | -1.8% | $20.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 717.59K | +12.8% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 295.26K | -1.1% | $6.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 295.26K | -1.1% | $6.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 279.73K | +3.7% | $6.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 268.94K | -4.0% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 268.94K | -4.0% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 268.94K | -4.0% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 239.70K | +7.5% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 239.70K | +7.5% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 231.35K | +0.6% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 219.92K | +0.2% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 196.83K | +0.8% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 177.75K | -2.0% | $3.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 110.46K | -86.3% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 110.46K | -86.3% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 113.53K | -5.5% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 109.89K | +2.7% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 111.80K | +0.9% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 111.80K | +0.9% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 111.80K | +0.9% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 106.42K | -7.9% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 88.31K | +0.4% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 62.06K | -50.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 60.89K | -1.2% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cerity Partners LLC | 45.59K | +0.9% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 36.02K | Neu | $801,371 | 0.0% | New | 1 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 29.79K | Neu | $662,800 | 0.0% | New | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 23.87K | -1.6% | $530,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 23.87K | -1.6% | $530,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 16.51K | Neu | $367,305 | 0.0% | New | 1 | SEC ↗ |
| 43 | Captrust Financial Advisors | 14.91K | +15.2% | $331,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Two Sigma Investments ✦ | 13.50K | Neu | $300,322 | 0.0% | New | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 9.20K | +16.7% | $204,614 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 8.28K | -1.5% | $183,883 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 4.56K | 0.0% | $101,442 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 4.50K | -11.9% | $100,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Cwm, Llc | 3.17K | -6.5% | $70,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,957 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,957 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,957 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Us Bancorp \De\ | 2.13K | -19.6% | $47,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 1.93K | 0.0% | $42,978 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Assetmark, Inc | 203 | +1591.7% | $4,516 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Jane Street Group, Llc | $801,371 | 0.0% |
| Citadel Advisors | $662,800 | 0.0% |
| Fifth Third Bancorp | $367,305 | 0.0% |
| Two Sigma Investments | $300,322 | 0.0% |
Ausgestiegen
| Qube Research & Technologies… | $462 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 156 Inhaber, 17.53M Anteile, $381.93M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
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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