Wertpapierdatensatz · archiviertes Quartal
PWZ
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
-1Δ Inhaber
24.25MGehaltene Aktien
$578.79MGemeldeter Wert
+3Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.9% ·
Aktienfluss -3.8% ·
neue Nettopositionen -3.0%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| 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 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 17.41M | -5.6% | $415.59M | 0.9% | ▼ Trim | 2 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 2.94M | +5.2% | $70.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.05M | +10.1% | $25.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.05M | +10.1% | $25.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 633.87K | +6.2% | $15.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 588.28K | +7.2% | $14.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 588.28K | +7.2% | $14.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 588.28K | +7.2% | $14.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 234.39K | +6.8% | $5.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 234.39K | +6.8% | $5.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 219.51K | -4.1% | $5.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 219.51K | -4.1% | $5.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Mariner, LLC | 140.62K | -14.3% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 140.62K | -14.3% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 123.87K | +52.2% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 120.13K | +56.1% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 92.76K | -0.4% | $2.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Jane Street Group, Llc | 86.71K | -61.4% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 82.76K | -3.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 69.89K | +7.3% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 69.89K | +7.3% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 64.71K | -6.0% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 59.82K | +5.3% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 45.25K | -0.9% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 37.34K | -3.9% | $891,201 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 35.31K | +12.8% | $842,929 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 35.06K | -7.6% | $836,858 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Creative Planning | 25.44K | +0.2% | $607,301 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fisher Asset Management ✦ | 23.11K | +5.0% | $551,592 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 22.87K | -16.3% | $545,975 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 22.87K | -16.3% | $545,975 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 20.14K | -46.3% | $480,718 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 20.02K | -3.0% | $477,749 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 15.64K | +4.2% | $373,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 15.64K | +4.2% | $373,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 14.08K | +0.4% | $335,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Stifel Financial Corp | 11.39K | Neu | $271,784 | 0.0% | New | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 11.39K | Neu | $271,784 | 0.0% | New | 1 | SEC ↗ |
| 39 | CIBC Bancorp USA Inc. | 9.24K | — | $220,535 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 8.42K | -0.4% | $201,067 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 2.81K | +952.8% | $67,099 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Simplex Trading, Llc | 1.59K | Neu | $37,977 | 0.0% | New | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 254 | Neu | $6,063 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Stifel Financial Corp | $271,784 | 0.0% |
| Stifel Financial Corp | $271,784 | 0.0% |
| Simplex Trading, Llc | $37,977 | 0.0% |
| Bank Of Montreal /Can/ | $6,063 | 0.0% |
Ausgestiegen
| Northern Trust Corp | $1.75M | war 0.0% |
| Goldman Sachs Group | $1.09M | war 0.0% |
| Citadel Advisors | $997,905 | war 0.0% |
| Hrt Financial Lp | $211,000 | 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.
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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