RFV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +12.5% ·
Aktienfluss +1.6% ·
neue Nettopositionen +11.1%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +4 | 737.13K | $105.37M | +4 | — |
| Q1 2026 | 28 | +1 | 691.63K | $89.87M | +3 | −2 |
| Q4 2025 | 27 | +3 | 692.86K | $88.55M | +3 | — |
| Q3 2025 | 4 | -1 | 193.24K | $24.79M | — | −1 |
| Q2 2025 | 3 | 0 | 12.37K | $1.50M | — | — |
| Q1 2025 | 2 | 0 | 13.29K | $1.52M | — | — |
| Q4 2024 | 2 | 0 | 11.14K | $1.35M | — | — |
| Q3 2024 | 2 | 0 | 10.31K | $1.22M | — | — |
| Q2 2024 | 2 | — | 13.04K | $1.46M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 178.39K | +1.0% | $22.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 178.39K | +1.0% | $22.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 169.21K | — | $21.62M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 62.04K | — | $7.93M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 50.48K | — | $6.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 50.48K | — | $6.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 43.08K | — | $5.51M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 43.08K | — | $5.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 43.08K | — | $5.51M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 37.56K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 37.29K | — | $4.77M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 15.60K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 15.60K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 13.77K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 13.77K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 12.88K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 11.44K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 9.82K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 8.30K | Neu | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 8.05K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 5.85K | Neu | $747,752 | 0.0% | New | 1 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 5.13K | 0.0% | $655,992 | 0.0% | Held | 7 | SEC ↗ |
| 23 | UBS Group AG | 4.58K | — | $585,319 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 4.56K | — | $582,471 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 4.39K | -56.9% | $561,677 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 3.63K | — | $464,395 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Nova Scotia | 2.62K | — | $334,194 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.76K | +40.6% | $225,405 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 1.24K | — | $158,191 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 600 | — | $76,679 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 432 | — | $55,209 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 111 | — | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 30 | Neu | $3,920 | 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
| Two Sigma Investments | $1.06M | 0.0% |
| Citadel Advisors | $747,752 | 0.0% |
| JPMorgan Chase | $3,920 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 82 Inhaber, 964.11K Anteile, $122.23M 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.