Wertpapierdatensatz · archiviertes Quartal
QEFA
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
+1Δ Inhaber
4.72MGehaltene Aktien
$427.76MGemeldeter Wert
+1Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.1% ·
Aktienfluss -0.1% ·
neue Nettopositionen +3.0%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +3 | 4.51M | $433.20M | +4 | −1 |
| Q1 2026 | 34 | +1 | 4.80M | $447.57M | +3 | −2 |
| Q4 2025 | 33 | +1 | 4.72M | $427.76M | +1 | — |
| Q3 2025 | 5 | 0 | 1.14M | $100.53M | — | — |
| Q2 2025 | 3 | 0 | 19.23K | $1.64M | — | — |
| Q1 2025 | 2 | +1 | 6.84K | $540,454 | +1 | — |
| Q4 2024 | 1 | 0 | 7.65K | $554,484 | — | — |
| Q3 2024 | 1 | 0 | 4.31K | $347,036 | — | — |
| Q2 2024 | 1 | — | 77.21K | $5.77M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.26M | — | $114.66M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.10M | -0.5% | $99.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.10M | -0.5% | $99.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 1.03M | — | $93.73M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 1.03M | — | $93.73M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 1.03M | — | $93.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 347.85K | — | $31.54M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 197.40K | — | $17.90M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 197.40K | — | $17.90M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Captrust Financial Advisors | 98.11K | — | $8.90M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 95.50K | — | $8.81M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 94.97K | — | $8.61M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 64.16K | — | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 61.93K | — | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 53.03K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 43.33K | — | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 41.04K | — | $3.72M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 37.82K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 37.82K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 37.82K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 31.91K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 26.37K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 22.39K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 22.39K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 22.03K | -32.6% | $2.00M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 16.24K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 11.66K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 10.79K | +509.6% | $978,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 10.79K | +509.6% | $978,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 10.79K | +509.6% | $978,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 9.66K | — | $875,610 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 8.49K | — | $769,517 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 8.49K | — | $769,517 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Raymond James Financial Inc | 7.97K | — | $722,912 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Raymond James Financial Inc | 7.97K | — | $722,912 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 6.27K | — | $568,501 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 4.58K | -2.9% | $415,739 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 3.83K | 0.0% | $347,719 | 0.0% | Held | 4 | SEC ↗ |
| 39 | Assetmark, Inc | 3.61K | — | $327,310 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 782 | — | $70,904 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passiv) | 414 | Neu | $37,537 | 0.0% | New | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 200 | — | $18,164 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 200 | — | $18,164 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 157 | — | $14,235 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 29 | — | $2,629 | 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
| BlackRock | $37,537 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 143 Inhaber, 9.46M Anteile, $840.18M 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: Q4 2025 ·
Methodik ·
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