SABA
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +17.6% ·
Aktienfluss -5.2% ·
neue Nettopositionen +15.0%
— 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 | 16 | -3 | 3.64M | $30.43M | +1 | −4 |
| Q1 2026 | 20 | +3 | 3.47M | $28.85M | +5 | −2 |
| Q4 2025 | 17 | 0 | 3.66M | $30.17M | — | — |
| Q3 2025 | 1 | -2 | 395.33K | $3.61M | — | −2 |
| Q2 2025 | 2 | -1 | 29.66K | $272,557 | — | −1 |
| Q1 2025 | 2 | +2 | 48.68K | $423,516 | +2 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Toronto Dominion Bank | 1.07M | Neu | $8.92M | 0.0% | New | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 1.04M | +2.4% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 414.80K | -0.9% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 355.85K | -61.6% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 210.72K | -30.9% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 210.72K | -30.9% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 210.72K | -30.9% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 100.93K | -0.9% | $839,738 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 90.79K | +3.8% | $755,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 90.79K | +3.8% | $755,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 34.22K | -1.1% | $284,731 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 26.15K | +32.1% | $217,551 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 22.77K | +227.5% | $189,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 22.77K | +227.5% | $189,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 19.93K | -13.8% | $165,789 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 17.53K | -8.4% | $145,866 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 15.10K | Neu | $125,632 | 0.0% | New | 1 | SEC ↗ |
| 18 | Hrt Financial Lp | 12.73K | Neu | $105,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | Creative Planning | 11.94K | Neu | $99,377 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 10.08K | -1.0% | $83,832 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 10.08K | -1.0% | $83,832 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 5.00K | -99.2% | $41,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 5.00K | -99.2% | $41,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 5.00K | -99.2% | $41,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1.52K | -19.9% | $12,627 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.52K | -19.9% | $12,627 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 561 | Neu | $4,668 | 0.0% | New | 1 | SEC ↗ |
| 28 | Cwm, Llc | 110 | 0.0% | $915 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Toronto Dominion Bank | $8.92M | 0.0% |
| Citadel Advisors | $125,632 | 0.0% |
| Hrt Financial Lp | $105,000 | 0.0% |
| Creative Planning | $99,377 | 0.0% |
| Pnc Financial Services Group… | $4,668 | 0.0% |
Ausgestiegen
| Wealth Enhancement Advisory… | $111,706 | war 0.0% |
| Bank Of America Corp /De/ | $26,309 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 86 Inhaber, 14.09M Anteile, $116.89M 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.