RCS
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +9.1% ·
Aktienfluss -26.1% ·
neue Nettopositionen +8.3%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +1 | 1.93M | $10.54M | +2 | −1 |
| Q1 2026 | 24 | +2 | 1.95M | $10.45M | +6 | −4 |
| Q4 2025 | 22 | 0 | 2.64M | $14.71M | +1 | −1 |
| Q3 2025 | 2 | 0 | 823.33K | $6.25M | — | — |
| Q2 2025 | 1 | 0 | 176.79K | $1.23M | — | — |
| Q1 2025 | 1 | 0 | 174.55K | $1.09M | — | — |
| Q4 2024 | 1 | 0 | 12.69K | $96,728 | — | — |
| Q3 2024 | 1 | +1 | 40.90K | $314,506 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 698.95K | +3.0% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 698.95K | +3.0% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 289.62K | -11.6% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 283.13K | -23.4% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 230.31K | -19.8% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 230.31K | -19.8% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 71.65K | +0.2% | $384,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 53.82K | -7.2% | $288,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mariner, LLC | 51.83K | -14.0% | $277,833 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 49.56K | -45.2% | $265,642 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 49.56K | -45.2% | $265,642 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 41.20K | +3.5% | $220,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Clearbridge Investments, LLC | 22.38K | +25.6% | $119,935 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Focus Partners Wealth | 21.88K | +31.7% | $117,959 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 21.95K | -94.6% | $117,657 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 20.72K | Neu | $111,048 | 0.0% | New | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 19.30K | -23.5% | $103,421 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 14.24K | +14.5% | $76,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Captrust Financial Advisors | 12.83K | Neu | $68,790 | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 11.78K | Neu | $63,162 | 0.0% | New | 1 | SEC ↗ |
| 21 | Creative Planning | 10.85K | -17.6% | $58,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 10.55K | +1.8% | $56,530 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 5.77K | +81.6% | $30,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 5.29K | Neu | $28,381 | 0.0% | New | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 3.00K | Neu | $15,420 | 0.0% | New | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 0 | Neu | $2 | 0.0% | New | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 0 | -100.0% | $0 | 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
| HighTower Advisors, LLC | $111,048 | 0.0% |
| Captrust Financial Advisors | $68,790 | 0.0% |
| Truist Financial Corp | $63,162 | 0.0% |
| Fifth Third Bancorp | $28,381 | 0.0% |
| Jones Financial Companies Lllp | $15,420 | 0.0% |
| Pnc Financial Services Group… | $2 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $526,326 | war 0.0% |
| Susquehanna International… | $126,406 | war 0.0% |
| Jane Street Group, Llc | $112,336 | war 0.0% |
| First Trust Advisors Lp | $69,913 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 62 Inhaber, 4.72M Anteile, $17.85M 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.