QVAL
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.1% ·
Aktienfluss +7.9% ·
neue Nettopositionen +6.7%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +1 | 565.85K | $31.38M | +1 | — |
| Q1 2026 | 15 | +1 | 880.67K | $45.92M | +4 | −3 |
| Q4 2025 | 14 | 0 | 816.56K | $39.84M | — | — |
| Q3 2025 | 3 | 0 | 12.40K | $578,495 | — | — |
| Q2 2025 | 1 | -1 | 7.86K | $345,994 | — | −1 |
| Q1 2025 | 2 | +2 | 35.67K | $1.52M | +2 | — |
| Q2 2024 | 1 | — | 5.18K | $221,895 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 217.00K | -3.6% | $11.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 186.51K | +8.7% | $9.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 182.29K | -1.0% | $9.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 182.29K | -1.0% | $9.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 112.44K | -5.9% | $5.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 112.44K | -5.9% | $5.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 88.14K | +9.1% | $4.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mariner, LLC | 57.99K | Neu | $3.02M | 0.0% | New | 1 | SEC ↗ |
| 9 | Quantinno Capital Management LP | 12.36K | Neu | $644,520 | 0.0% | New | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 7.41K | +2.5% | $386,352 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 7.41K | +2.5% | $386,352 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 6.50K | 0.0% | $338,920 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 4.02K | Neu | $209,713 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 3.32K | +2040.0% | $169,134 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 3.32K | +2040.0% | $169,134 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.05K | +58.1% | $54,914 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.05K | +58.1% | $54,914 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 608 | -29.8% | $31,736 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 608 | -29.8% | $31,736 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 507 | +50600.0% | $26,431 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 513 | Neu | $26,343 | 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
| Mariner, LLC | $3.02M | 0.0% |
| Quantinno Capital Management… | $644,520 | 0.0% |
| Cetera Investment Advisers | $209,713 | 0.0% |
| Jones Financial Companies Lllp | $26,343 | 0.0% |
Ausgestiegen
| Susquehanna International… | $969,459 | war 0.0% |
| Bank Of America Corp /De/ | $3,757 | war 0.0% |
| UBS Group AG | $976 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 64 Inhaber, 5.55M Anteile, $279.19M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.