PMO
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -8.7% ·
Aktienfluss +0.2% ·
neue Nettopositionen -9.5%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| 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 ✦ | 434.51K | +8.3% | $4.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 434.51K | +8.3% | $4.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 434.51K | +8.3% | $4.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 434.51K | +8.3% | $4.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 307.91K | +1.3% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 292.66K | -21.3% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 292.66K | -21.3% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 214.83K | +19.9% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 195.02K | +22.5% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 183.90K | +3.0% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 162.79K | -1.6% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 153.19K | -1.3% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Allspring Global Investments… | 149.89K | +0.1% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 126.19K | -8.6% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 91.05K | +37.2% | $937,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 91.05K | +37.2% | $937,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 81.10K | +3.2% | $835,369 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 81.10K | +3.2% | $835,369 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 80.20K | -10.3% | $826,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 48.50K | Neu | $499,521 | 0.0% | New | 1 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 48.50K | Neu | $499,521 | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 48.50K | Neu | $499,521 | 0.0% | New | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 32.19K | +3.9% | $331,569 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 31.42K | -18.5% | $324,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 31.42K | -18.5% | $324,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 24.81K | -53.2% | $255,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 24.23K | +4.5% | $249,559 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 19.78K | -2.9% | $203,713 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 15.71K | -34.9% | $161,792 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 9.38K | +269.4% | $96,604 | 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
| Bank of New York Mellon Corp | $499,521 | 0.0% |
| Bank of New York Mellon Corp | $499,521 | 0.0% |
| Bank of New York Mellon Corp | $499,521 | 0.0% |
Ausgestiegen
| Bank Of Montreal /Can/ | $230,136 | war 0.0% |
| Jane Street Group, Llc | $138,725 | war 0.0% |
| Mml Investors Services, Llc | $107,155 | 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.