Wertpapierdatensatz · archiviertes Quartal
PIO
Name ausstehend – Profil wird eingelesen
34Erfasste Halter
+3Δ Inhaber
1.96MGehaltene Aktien
$84.91MGemeldeter Wert
+4Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +9.7% ·
Aktienfluss -0.8% ·
neue Nettopositionen +8.8%
— 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 | 35 | +1 | 2.00M | $90.13M | +3 | −2 |
| Q1 2026 | 34 | +3 | 1.96M | $84.91M | +4 | −1 |
| Q4 2025 | 31 | 0 | 1.97M | $87.06M | — | — |
| Q3 2025 | 3 | 0 | 373.09K | $16.75M | — | — |
| Q2 2025 | 2 | 0 | 24.85K | $1.11M | — | — |
| Q1 2025 | 1 | 0 | 34.64K | $1.39M | — | — |
| Q4 2024 | 1 | 0 | 31.45K | $1.23M | — | — |
| Q3 2024 | 1 | 0 | 27.46K | $1.18M | — | — |
| Q2 2024 | 1 | — | 24.53K | $991,215 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 499.33K | +2.9% | $21.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 499.33K | +2.9% | $21.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 499.33K | +2.9% | $21.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | 1832 Asset Management L.P. | 400.11K | +4.1% | $17.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 312.54K | -0.3% | $13.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 120.43K | +15.2% | $5.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 120.43K | +15.2% | $5.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 120.43K | +15.2% | $5.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 120.43K | +15.2% | $5.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 110.09K | -1.6% | $4.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 110.09K | -1.6% | $4.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 110.09K | -1.6% | $4.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 103.66K | -5.6% | $4.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 99.29K | +11.3% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 48.45K | +0.4% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 48.45K | +0.4% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cibc World Market Inc. | 47.20K | -0.5% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 28.15K | -0.9% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citigroup Inc | 27.99K | +13.3% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 27.75K | +7.6% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 16.97K | -1.3% | $736,794 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 16.97K | -1.3% | $736,794 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 16.70K | -0.1% | $725,204 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 16.70K | Neu | $724,942 | 0.0% | New | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 13.18K | +0.8% | $572,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 9.05K | -19.0% | $392,917 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 6.86K | +48.5% | $297,792 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 6.45K | +22.9% | $280,023 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 6.28K | -93.5% | $272,808 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 5.95K | 0.0% | $258,435 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 5.95K | 0.0% | $258,435 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 5.95K | 0.0% | $258,435 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 5.92K | Neu | $256,960 | 0.0% | New | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 5.82K | -1.6% | $252,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 5.82K | -1.6% | $252,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 5.82K | -1.6% | $252,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 5.82K | -1.6% | $252,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 4.92K | +5.7% | $207,788 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Franklin Resources Inc | 4.50K | 0.0% | $195,390 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 2.23K | +3.7% | $96,697 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 2.11K | 0.0% | $91,736 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.91K | Neu | $82,932 | 0.0% | New | 1 | SEC ↗ |
| 43 | Us Bancorp \De\ | 1.72K | 0.0% | $74,813 | 0.0% | Held | 2 | SEC ↗ |
| 44 | BlackRock ✦ (passiv) | 1.44K | Neu | $62,395 | 0.0% | New | 1 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 1.39K | 0.0% | $60,029 | 0.0% | Held | 2 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 282 | 0.0% | $12,335 | 0.0% | Held | 2 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 267 | +203.4% | $11,593 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 75 | 0.0% | $3,257 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $724,942 | 0.0% |
| Goldman Sachs Group | $256,960 | 0.0% |
| Fifth Third Bancorp | $82,932 | 0.0% |
| BlackRock | $62,395 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $215,419 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 114 Inhaber, 2.28M Anteile, $98.30M 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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