PMO
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.2% ·
Aktienfluss +0.2% ·
neue Nettopositionen -4.3%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 2.93M | $30.88M | +2 | −1 |
| Q1 2026 | 21 | -2 | 2.68M | $27.60M | +1 | −3 |
| Q4 2025 | 23 | -1 | 2.67M | $28.61M | — | −1 |
| Q3 2025 | 2 | +1 | 394.71K | $4.08M | +1 | — |
| Q4 2024 | 1 | -1 | 12.18K | $123,343 | — | −1 |
| Q3 2024 | 2 | +1 | 29.63K | $323,010 | +1 | — |
| Q2 2024 | 1 | — | 18.52K | $189,984 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 401.21K | +4.4% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 401.21K | +4.4% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 401.21K | +4.4% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 401.21K | +4.4% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 372.02K | — | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 372.02K | — | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 303.91K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 179.16K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 178.61K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 165.41K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 159.25K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 155.16K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 155.16K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Allspring Global Investments… | 149.72K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 138.00K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 138.00K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 89.45K | — | $957,093 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 78.59K | — | $840,942 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 78.59K | — | $840,942 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 66.37K | — | $710,144 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 66.37K | — | $710,144 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 53.01K | — | $567,196 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 38.57K | — | $412,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 38.57K | — | $412,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 38.57K | — | $412,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 30.98K | — | $331,487 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 24.11K | — | $257,998 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 23.19K | — | $248,112 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 21.51K | — | $230,136 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 20.38K | — | $218,045 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jane Street Group, Llc | 12.96K | — | $138,725 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 12.96K | — | $138,725 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 10.01K | — | $107,155 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 2.54K | — | $27,167 | 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
| Citadel Advisors | $105,955 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 88 Inhaber, 8.73M Anteile, $84.09M 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.