Wertpapierdatensatz · archiviertes Quartal
QDPL
Name ausstehend – Profil wird eingelesen
35Erfasste Halter
+3Δ Inhaber
14.49MGehaltene Aktien
$581.74MGemeldeter Wert
+3Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +9.4% ·
Aktienfluss +1.9% ·
neue Nettopositionen +8.6%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -3 | 14.70M | $662.44M | +2 | −5 |
| Q1 2026 | 35 | +3 | 14.49M | $581.74M | +3 | — |
| Q4 2025 | 32 | -1 | 14.22M | $603.98M | — | −1 |
| Q3 2025 | 6 | +1 | 1.64M | $68.87M | +1 | — |
| Q2 2025 | 2 | -1 | 20.05K | $791,245 | — | −1 |
| Q1 2025 | 1 | 0 | 10.13K | $369,911 | — | — |
| Q4 2024 | 1 | 0 | 44.73K | $1.72M | — | — |
| Q3 2024 | 1 | 0 | 30.25K | $1.15M | — | — |
| Q2 2024 | 1 | — | 7.58K | $278,220 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.32M | -0.2% | $133.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.60M | +8.5% | $104.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.60M | +8.5% | $104.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.53M | +25.3% | $101.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.53M | +25.3% | $101.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.29M | +5.5% | $51.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.29M | +5.5% | $51.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.29M | +5.5% | $51.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.03M | -36.6% | $41.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.03M | -36.6% | $41.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 465.65K | +13.0% | $18.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mariner, LLC | 435.49K | +5.9% | $17.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 430.63K | -10.3% | $17.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 430.63K | -10.3% | $17.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 417.26K | -21.5% | $16.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 403.16K | -14.2% | $16.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 366.44K | -6.0% | $14.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 286.70K | -26.9% | $11.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 263.92K | +439760.0% | $10.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 263.92K | +439760.0% | $10.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 166.63K | +6.2% | $6.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 98.01K | +555.0% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 72.38K | -13.5% | $2.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 66.36K | -36.1% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 46.49K | Neu | $1.87M | 0.0% | New | 1 | SEC ↗ |
| 26 | Citigroup Inc | 40.35K | +109.8% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 31.02K | +4.7% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 22.50K | 0.0% | $903,163 | 0.0% | Held | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 20.50K | +2.9% | $822,858 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passiv) | 19.73K | 0.0% | $792,099 | 0.0% | Held | 4 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 15.44K | +3.4% | $619,542 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 15.44K | +3.4% | $619,542 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 15.44K | +3.4% | $619,542 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 11.77K | -31.4% | $472,313 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 9.99K | +46.3% | $391,938 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 9.10K | +40.5% | $365,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jane Street Group, Llc | 6.30K | -45.2% | $252,794 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 5.43K | -49.4% | $217,954 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Deutsche Bank Ag\ | 2.50K | Neu | $100,350 | 0.0% | New | 1 | SEC ↗ |
| 40 | Cwm, Llc | 1.84K | +4181.4% | $73,896 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.62K | +57.8% | $65,048 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $40,139 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 938 | 0.0% | $37,650 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 654 | Neu | $26,251 | 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
| Citadel Advisors | $1.87M | 0.0% |
| Deutsche Bank Ag\ | $100,350 | 0.0% |
| Assetmark, Inc | $26,251 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 190 Inhaber, 22.98M Anteile, $883.05M 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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