Wertpapierdatensatz · archiviertes Quartal
RQI
Name ausstehend, Profil-Einspeisung läuft
37Erfasste Halter
0Δ Inhaber
15.89MGehaltene Aktien
$191.44MGemeldeter Wert
+3Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +5.5% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.44M | +5.3% | $65.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 2.78M | +8.6% | $33.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.24M | -6.3% | $14.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 1.22M | +42.4% | $14.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 924.60K | +7.2% | $11.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 908.37K | +37.9% | $10.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 813.85K | +1.4% | $9.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Mariner, LLC | 442.42K | -8.0% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 328.81K | -13.2% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Commonwealth Equity Services, Llc | 301.39K | -4.8% | $3.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 276.04K | -9.2% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Cetera Investment Advisers | 160.38K | -5.9% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 90.11K | +2.1% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | First Trust Advisors Lp | 88.28K | +3.3% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 86.88K | +19.1% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 81.96K | +58.3% | $987,654 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Lido Advisors, LLC | 77.33K | -20.6% | $931,766 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 67.64K | -41.2% | $833,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Invesco Ltd. | 65.92K | +0.4% | $794,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 61.30K | +1.6% | $738,701 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Focus Partners Wealth | 59.72K | +2.5% | $719,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 58.96K | +37.8% | $710,415 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 50.69K | -0.1% | $610,784 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Creative Planning | 46.22K | -0.8% | $556,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 37.61K | Neu | $453,153 | 0.0% | New | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 36.13K | -77.2% | $435,403 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | TD Waterhouse Canada Inc. | 32.00K | -16.9% | $389,440 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 30.13K | +0.4% | $363,042 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Brown Advisory Inc | 17.66K | 0.0% | $212,767 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 30 | Cwm, Llc | 14.88K | -1.4% | $179,301 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Hrt Financial Lp | 12.68K | -76.2% | $152,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 12.13K | Neu | $146,185 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 7.46K | +706.4% | $88,542 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Us Bancorp \De\ | 5.98K | -6.9% | $72,035 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 2.40K | 0.0% | $28,920 | 0.0% | Held | 2 | SEC ↗ ×4 |
| 36 | Assetmark, Inc | 1.23K | 0.0% | $14,785 | 0.0% | Held | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 410 | Neu | $4,941 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Fifth Third Bancorp | $453,153 | 0.0% |
| Citadel Advisors | $146,185 | 0.0% |
| UBS AM, a distinct business… | $4,941 | 0.0% |
Ausgestiegen
| Nomura Holdings Inc | $129,903 | war 0.0% |
| Jones Financial Companies Lllp | $45,680 | war 0.0% |
| Russell Investments Group… | $23 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 199 Inhaber, 24.59M Anteile, $282.40M 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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