PWZ
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.9% ·
Aktienfluss -3.2% ·
neue Nettopositionen -3.0%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +3 | 25.16M | $616.63M | +4 | −1 |
| Q1 2026 | 33 | -1 | 24.25M | $578.79M | +3 | −4 |
| Q4 2025 | 33 | -1 | 25.19M | $608.60M | — | −1 |
| Q3 2025 | 7 | +1 | 1.81M | $43.34M | +1 | — |
| Q2 2025 | 3 | 0 | 147.60K | $3.45M | — | — |
| Q1 2025 | 2 | 0 | 92.34K | $2.20M | — | — |
| Q4 2024 | 2 | +1 | 45.33K | $1.12M | +1 | — |
| Q3 2024 | 1 | 0 | 26.00K | $652,080 | — | — |
| Q2 2024 | 1 | — | 26.00K | $641,420 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 18.44M | — | $445.39M | 1.0% | n/c | 1 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 2.80M | — | $67.53M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 956.41K | — | $23.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 597.01K | — | $14.42M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 548.76K | -1.4% | $13.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | JPMorgan Chase ✦ | 228.97K | -50.7% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 224.81K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 219.49K | — | $5.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Mariner, LLC | 164.05K | — | $3.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Fidelity (FMR) ✦ | 93.12K | +46.9% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 85.36K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | HighTower Advisors, LLC | 81.38K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 76.97K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northern Trust Corp | 72.63K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 68.88K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 65.15K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 56.79K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 45.68K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 45.19K | -90.2% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 41.30K | -62.8% | $997,905 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Cetera Investment Advisers | 38.86K | — | $938,905 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 37.94K | — | $916,630 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cerity Partners LLC | 37.53K | — | $906,652 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 31.31K | — | $756,499 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 27.34K | — | $660,455 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Creative Planning | 25.39K | — | $613,471 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fisher Asset Management ✦ | 22.00K | 0.0% | $531,520 | 0.0% | Held | 7 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 20.64K | — | $498,652 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 15.01K | — | $363,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 14.01K | — | $338,580 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Hrt Financial Lp | 8.75K | — | $211,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 8.46K | — | $204,292 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 267 | — | $6,451 | 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
| Renaissance Technologies | $3.15M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 126 Inhaber, 33.41M Anteile, $795.70M 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.