Wertpapierdatensatz · archiviertes Quartal
PSK
Name ausstehend, Profil-Einspeisung läuft
39Erfasste Halter
+2Δ Inhaber
7.63MGehaltene Aktien
$235.16MGemeldeter Wert
+4Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.4% ·
Aktienfluss -7.9% ·
neue Nettopositionen +5.1%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.38M | +3.7% | $42.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 1.07M | -0.5% | $32.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 892.92K | -0.9% | $27.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Bank of New York Mellon Corp | 853.02K | -19.8% | $26.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 601.51K | +2.9% | $18.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 444.46K | -6.8% | $13.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 398.82K | -33.8% | $12.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Lido Advisors, LLC | 270.23K | -3.8% | $8.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Bank Of America Corp /De/ | 259.44K | +14.4% | $8.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | UBS Group AG | 256.72K | -60.5% | $7.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 214.76K | +90.6% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 172.38K | -3.4% | $5.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 112.90K | +4.3% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Charles Schwab Investment… | 98.28K | -6.5% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 86.20K | -0.4% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 80.32K | -2.9% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 70.13K | +60.6% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Deutsche Bank Ag\ | 48.27K | +56.2% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Rockefeller Capital Management L.P. | 45.31K | -1.3% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 40.09K | -8.8% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Bank Of Montreal /Can/ | 39.51K | -2.1% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 37.06K | +20.6% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mariner, LLC | 22.21K | -30.5% | $684,879 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Cwm, Llc | 17.04K | +185.0% | $525,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 16.92K | -3.9% | $521,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 14.53K | +7.5% | $448,199 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 14.42K | Neu | $444,836 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 9.70K | +18.9% | $299,009 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 8.89K | Neu | $274,198 | 0.0% | New | 1 | SEC ↗ |
| 30 | Creative Planning | 8.57K | +2.2% | $264,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 8.41K | -5.5% | $259,688 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 8.01K | +4.8% | $247,015 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Gotham Asset Management ✦ | 7.73K | 0.0% | $238,455 | 0.0% | Held | 4 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 7.64K | -32.1% | $235,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 7.00K | -82.7% | $216,034 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 6.61K | Neu | $203,729 | 0.0% | New | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 450 | 0.0% | $13,878 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Citigroup Inc | 300 | 0.0% | $9,252 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 15 | Neu | $463 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Fifth Third Bancorp | $444,836 | 0.0% |
| Cerity Partners LLC | $274,198 | 0.0% |
| HighTower Advisors, LLC | $203,729 | 0.0% |
| Bnp Paribas Financial Markets | $463 | 0.0% |
Ausgestiegen
| Hrt Financial Lp | $411,000 | war 0.0% |
| Jane Street Group, Llc | $229,499 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 158 Inhaber, 12.18M Anteile, $364.41M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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