Wertpapierdatensatz · archiviertes Quartal
QQQX
Name ausstehend – Profil wird eingelesen
37Erfasste Halter
+1Δ Inhaber
8.64MGehaltene Aktien
$230.47MGemeldeter Wert
+4Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.8% ·
Aktienfluss +0.2% ·
neue Nettopositionen +2.7%
— 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 | 37 | +1 | 8.56M | $257.96M | +3 | −2 |
| Q1 2026 | 37 | +1 | 8.64M | $230.47M | +4 | −3 |
| Q4 2025 | 36 | +2 | 8.63M | $246.01M | +2 | — |
| Q3 2025 | 3 | 0 | 2.09M | $57.43M | — | — |
| Q2 2025 | 1 | 0 | 78.93K | $2.09M | +1 | −1 |
| Q1 2025 | 1 | 0 | 24.66K | $585,562 | +1 | −1 |
| Q4 2024 | 1 | -1 | 10.75K | $290,679 | — | −1 |
| Q3 2024 | 2 | 0 | 55.77K | $1.40M | — | — |
| Q2 2024 | 2 | — | 44.47K | $1.12M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.95M | -3.5% | $51.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.95M | -3.5% | $51.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.95M | -3.5% | $51.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.95M | -3.5% | $51.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.25M | +0.6% | $33.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.25M | +0.6% | $33.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 779.44K | -4.1% | $20.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 779.44K | -4.1% | $20.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 745.86K | +0.3% | $19.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 745.86K | +0.3% | $19.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 745.86K | +0.3% | $19.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 727.79K | +0.1% | $19.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 727.79K | +0.1% | $19.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 636.89K | +8.9% | $16.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Allspring Global Investments… | 598.83K | +7.5% | $15.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 419.17K | +4.2% | $11.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 419.17K | +4.2% | $11.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 375.65K | +3.1% | $10.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 263.42K | -0.7% | $7.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 212.83K | +3.6% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 212.83K | +3.6% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 212.83K | +3.6% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 189.57K | -7.5% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 189.57K | -7.5% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 65.53K | -13.6% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | First Trust Advisors Lp | 56.32K | +9.7% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 55.70K | +23.9% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 31.52K | -0.5% | $840,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 27.89K | +62.4% | $743,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 26.91K | 0.0% | $717,770 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Millennium Management ✦ | 24.69K | +250.9% | $658,429 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 23.17K | Neu | $617,917 | 0.0% | New | 1 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 21.84K | +100.0% | $582,545 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 21.26K | Neu | $567,031 | 0.0% | New | 1 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 21.26K | Neu | $567,031 | 0.0% | New | 1 | SEC ↗ |
| 36 | Truist Financial Corp | 18.22K | +9.2% | $486,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Focus Partners Wealth | 16.74K | -4.3% | $446,369 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 14.35K | +149.0% | $382,715 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mariner, LLC | 13.57K | +25.1% | $361,261 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Captrust Financial Advisors | 13.08K | -7.1% | $348,855 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Stifel Financial Corp | 11.84K | -0.2% | $315,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 11.53K | Neu | $307,478 | 0.0% | New | 1 | SEC ↗ |
| 43 | Creative Planning | 11.46K | +10.8% | $305,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 10.29K | +10.0% | $274,328 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Cwm, Llc | 8.82K | +5.0% | $235,253 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 8.42K | -37.6% | $224,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. | 2.98K | 0.0% | $82,110 | 0.0% | Held | 2 | SEC ↗ |
| 48 | BlackRock ✦ (passiv) | 600 | Neu | $16,002 | 0.0% | New | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 530 | -43.0% | $14,135 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 121 | -66.7% | $3,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $617,917 | 0.0% |
| Baird Financial Group, Inc. | $567,031 | 0.0% |
| Baird Financial Group, Inc. | $567,031 | 0.0% |
| Fifth Third Bancorp | $307,478 | 0.0% |
| BlackRock | $16,002 | 0.0% |
Ausgestiegen
| Two Sigma Investments | $2.66M | war 0.0% |
| Jane Street Group, Llc | $515,898 | war 0.0% |
| Jones Financial Companies Lllp | $4,278 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 134 Inhaber, 13.25M Anteile, $346.31M 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 ·
Über die API abrufen