SAMT
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +25.0% ·
Aktienfluss +30.0% ·
neue Nettopositionen +20.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +2 | 6.28M | $299.87M | +4 | −2 |
| Q1 2026 | 20 | +4 | 3.38M | $132.58M | +5 | −1 |
| Q4 2025 | 16 | +1 | 1.69M | $65.02M | +1 | — |
| Q3 2025 | 1 | -1 | 393 | $14,659 | — | −1 |
| Q2 2025 | 1 | +1 | 12.30K | $423,489 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.36M | +81.5% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 1.09M | +37.0% | $42.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 1.09M | +37.0% | $42.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 488.76K | Neu | $19.19M | 0.0% | New | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 488.76K | Neu | $19.19M | 0.0% | New | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 122.10K | Neu | $4.79M | 0.0% | New | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 108.56K | +955.0% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 48.38K | +46.5% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 33.77K | Neu | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 26.84K | +49.2% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 26.84K | +49.2% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cibc World Market Inc. | 18.77K | Neu | $737,294 | 0.0% | New | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 17.68K | -16.2% | $694,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 15.15K | +3.2% | $594,823 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 11.32K | +0.7% | $444,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 11.01K | +27.2% | $432,352 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 11.01K | +27.2% | $432,352 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 9.03K | +13.2% | $354,570 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cerity Partners LLC | 7.50K | +10.2% | $294,447 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 7.50K | +10.2% | $294,447 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Corient Private Wealth LP | 6.31K | -38.3% | $247,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 972 | +147.3% | $38,173 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 972 | +147.3% | $38,173 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 292 | 0.0% | $11,242 | 0.0% | Held | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 292 | 0.0% | $11,242 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 210 | Neu | $8,247 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cwm, Llc | 69 | 0.0% | $2,710 | 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
| Bank Of America Corp /De/ | $19.19M | 0.0% |
| Bank Of America Corp /De/ | $19.19M | 0.0% |
| Two Sigma Investments | $4.79M | 0.0% |
| LPL Financial LLC | $1.33M | 0.0% |
| Cibc World Market Inc. | $737,294 | 0.0% |
| Wells Fargo & Company/Mn | $8,247 | 0.0% |
Ausgestiegen
| UBS Group AG | $28,151 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 61 Inhaber, 11.34M Anteile, $422.80M 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.