SBR
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.3% ·
Aktienfluss -3.6% ·
neue Nettopositionen -2.4%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +3 | 637.72K | $46.68M | +5 | −3 |
| Q1 2026 | 44 | +2 | 716.98K | $54.02M | +4 | −2 |
| Q4 2025 | 42 | -1 | 639.53K | $43.84M | n/a | −1 |
| Q3 2025 | 8 | 0 | 258.62K | $20.55M | +1 | −1 |
| Q2 2025 | 6 | +1 | 112.84K | $7.52M | +1 | n/a |
| Q1 2025 | 3 | +1 | 61.01K | $4.13M | +1 | n/a |
| Q4 2024 | 2 | -1 | 20.40K | $1.32M | n/a | −1 |
| Q3 2024 | 2 | 0 | 36.91K | $2.28M | n/a | n/a |
| Q2 2024 | 2 | n/a | 17.95K | $1.16M | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 127.46K | +14.4% | $8.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Fayez Sarofim & Co | 81.35K | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 38.89K | +25.1% | $2.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 36.77K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Commonwealth Equity Services, Llc | 32.25K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 29.43K | -4.2% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Two Sigma Investments ✦ | 25.38K | -65.5% | $1.74M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | LPL Financial LLC | 25.04K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Qube Research & Technologies Ltd | 21.11K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Hrt Financial Lp | 20.51K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 17.84K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Creative Planning | 17.72K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Lazard Asset Management Llc | 15.75K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 15.54K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Raymond James Financial Inc | 15.42K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mercer Global Advisors Inc /Adv | 15.03K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 11.17K | n/a | $765,795 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Brown Advisory Inc | 9.10K | n/a | $623,987 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Canada Pension Plan Investment Board | 8.00K | n/a | $548,560 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passiv) | 7.14K | +1.0% | $489,590 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Focus Partners Wealth | 7.03K | n/a | $482,184 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 6.95K | n/a | $476,230 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 6.50K | n/a | $445,935 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passiv) | 5.94K | +11780.0% | $407,305 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Jane Street Group, Llc | 5.89K | n/a | $403,740 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 5.33K | n/a | $365,331 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 4.77K | n/a | $327,063 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 4.68K | n/a | $321,113 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 4.17K | n/a | $278,357 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 3.55K | n/a | $243,698 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 3.55K | n/a | $243,142 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Pnc Financial Services Group, Inc. | 3.32K | n/a | $227,927 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Royal Bank Of Canada | 2.29K | n/a | $157,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citigroup Inc | 2.06K | n/a | $140,911 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 1.00K | n/a | $68,570 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 826 | n/a | $56,639 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 245 | n/a | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 245 | -26.0% | $16,800 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 241 | n/a | $16,528 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Barclays Plc | 44 | n/a | $3,018 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 13 | n/a | $891 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 10 | n/a | $686 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Millennium Management | $355,186 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 152 Inhaber, 2.61M Anteile, $190.61M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.