Wertpapierdatensatz · archiviertes Quartal
QUS
Name ausstehend, Profil-Einspeisung läuft
41Erfasste Halter
+8Δ Inhaber
3.47MGehaltene Aktien
$595.30MGemeldeter Wert
+12Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +24.2% ·
Aktienfluss -4.1% ·
neue Nettopositionen +19.5%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 11.80K | $2.29M | n/a | n/a |
| Q2 2026 | 36 | -4 | 3.41M | $637.82M | +3 | −7 |
| Q1 2026 | 41 | +8 | 3.47M | $595.30M | +12 | −4 |
| Q4 2025 | 33 | -1 | 3.61M | $629.24M | n/a | −1 |
| Q3 2025 | 6 | +1 | 344.90K | $59.05M | +1 | n/a |
| Q2 2025 | 2 | +1 | 23.34K | $3.81M | +1 | n/a |
| Q4 2024 | 1 | 0 | 13.22K | $2.05M | n/a | n/a |
| Q3 2024 | 1 | 0 | 8.62K | $1.36M | n/a | n/a |
| Q2 2024 | 1 | n/a | 20.88K | $3.08M | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.06M | +1.2% | $352.95M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 352.80K | +5.9% | $60.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 220.50K | -43.3% | $37.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 213.36K | +8.4% | $36.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 203.95K | +2.8% | $35.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 125.07K | -24.1% | $21.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 67.32K | -1.5% | $11.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 43.27K | +20.4% | $7.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Wealth Enhancement Advisory… | 33.50K | -32.8% | $5.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cerity Partners LLC | 27.66K | -2.7% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Quantinno Capital Management LP | 26.41K | -8.3% | $4.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 21.39K | -0.3% | $3.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 10.35K | -0.3% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 10.07K | Neu | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 9.75K | Neu | $1.67M | 0.0% | New | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 8.23K | +12.0% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 4.82K | Neu | $826,790 | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 3.98K | +19.4% | $670,294 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Osaic Holdings, Inc. | 3.22K | +9.4% | $553,092 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Fidelity (FMR) ✦ | 3.00K | -5.2% | $514,318 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 2.80K | -74.5% | $480,249 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 2.75K | -59.5% | $472,515 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 2.55K | -10.2% | $437,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fisher Asset Management ✦ | 2.13K | Neu | $364,967 | 0.0% | New | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 2.07K | +22.2% | $354,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 2.03K | 0.0% | $349,013 | 0.0% | Held | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 1.30K | Neu | $223,819 | 0.0% | New | 1 | SEC ↗ |
| 28 | Creative Planning | 1.23K | Neu | $210,255 | 0.0% | New | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 1.16K | 0.0% | $198,587 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 1.06K | Neu | $178,430 | 0.0% | New | 1 | SEC ↗ |
| 31 | UBS Group AG | 952 | +50.2% | $163,401 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 944 | Neu | $162,028 | 0.0% | New | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passiv) | 643 | Neu | $110,365 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cwm, Llc | 450 | 0.0% | $77,238 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 423 | -71.3% | $72,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 250 | Neu | $42,910 | 0.0% | New | 1 | SEC ↗ |
| 37 | Citigroup Inc | 200 | 0.0% | $34,328 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 148 | -12.4% | $25,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 51 | Neu | $8,754 | 0.0% | New | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 43 | 0.0% | $7,381 | 0.0% | Held | 2 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 16 | Neu | $2,746 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Citadel Advisors | $1.73M | 0.0% |
| Jane Street Group, Llc | $1.67M | 0.0% |
| Susquehanna International… | $826,790 | 0.0% |
| Fisher Asset Management | $364,967 | 0.0% |
| HighTower Advisors, LLC | $223,819 | 0.0% |
| Creative Planning | $210,255 | 0.0% |
| Jones Financial Companies Lllp | $178,430 | 0.0% |
| Bank Of Montreal /Can/ | $162,028 | 0.0% |
| BlackRock | $110,365 | 0.0% |
| Northwestern Mutual Wealth… | $42,910 | 0.0% |
| Assetmark, Inc | $8,754 | 0.0% |
| UBS AM, a distinct business… | $2,746 | 0.0% |
Ausgestiegen
| Two Sigma Investments | $1.55M | war 0.0% |
| Mml Investors Services, Llc | $252,685 | war 0.0% |
| Rockefeller Capital… | $191,952 | war 0.0% |
| Us Bancorp \De\ | $17,560 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 185 Inhaber, 6.27M Anteile, $1.07B 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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