Wertpapierdatensatz · archiviertes Quartal
RPG
Name ausstehend – Profil wird eingelesen
49Erfasste Halter
+1Δ Inhaber
9.78MGehaltene Aktien
$456.62MGemeldeter Wert
+2Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.1% ·
Aktienfluss -2.2% ·
neue Nettopositionen +2.0%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | -1 | 8.83M | $562.64M | +2 | −4 |
| Q1 2026 | 57 | +7 | 9.29M | $433.57M | +10 | −3 |
| Q4 2025 | 49 | +1 | 9.78M | $456.62M | +2 | −1 |
| Q3 2025 | 6 | 0 | 2.15M | $102.66M | — | — |
| Q2 2025 | 3 | -1 | 50.76K | $2.32M | — | −1 |
| Q1 2025 | 2 | 0 | 47.13K | $1.80M | +1 | −1 |
| Q4 2024 | 2 | +1 | 66.26K | $2.73M | +1 | — |
| Q3 2024 | 1 | 0 | 30.61K | $1.20M | — | — |
| Q2 2024 | 1 | — | 109.11K | $4.07M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.40M | -6.6% | $65.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 1.03M | — | $47.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.02M | — | $47.55M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 924.60K | — | $43.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | HighTower Advisors, LLC | 629.55K | — | $29.38M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 552.44K | — | $25.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 468.32K | — | $21.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Hsbc Holdings Plc | 456.96K | — | $21.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 387.03K | — | $18.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Creative Planning | 346.44K | — | $16.17M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 327.55K | — | $15.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | JPMorgan Chase ✦ | 326.94K | -43.3% | $15.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Commonwealth Equity Services, Llc | 276.09K | — | $12.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bnp Paribas Financial Markets | 175.95K | — | $8.21M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 171.35K | — | $8.00M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Corient Private Wealth LP | 161.00K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Captrust Financial Advisors | 143.51K | — | $6.70M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 127.36K | +346.6% | $5.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 121.69K | — | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 89.73K | — | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 88.31K | — | $4.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Mariner, LLC | 46.63K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 45.13K | +14.0% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 43.73K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Cwm, Llc | 43.69K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 40.73K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 33.41K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 30.35K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Sei Investments Co | 29.52K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 27.52K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 26.52K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Rockefeller Capital Management L.P. | 23.00K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 17.94K | Neu | $837,163 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 17.91K | — | $836,122 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 17.44K | — | $814,012 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 16.29K | — | $760,196 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Blair William & Co/Il | 15.26K | — | $712,447 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Lido Advisors, LLC | 13.55K | — | $646,200 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citigroup Inc | 12.12K | — | $565,514 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 11.18K | — | $521,920 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cerity Partners LLC | 10.58K | — | $493,775 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 9.61K | — | $448,409 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Quantinno Capital Management LP | 7.50K | — | $350,016 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 7.33K | Neu | $342,144 | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 3.59K | — | $167,428 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Assetmark, Inc | 2.13K | — | $99,231 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | BlackRock ✦ (passiv) | 750 | 0.0% | $35,006 | 0.0% | Held | 3 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 400 | — | $18,668 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 96 | — | $4,481 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $837,163 | 0.0% |
| AQR Capital Management | $342,144 | 0.0% |
Ausgestiegen
| D. E. Shaw & Co. | $257,402 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 281 Inhaber, 15.81M Anteile, $718.59M 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: Q4 2025 ·
Methodik ·
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