Wertpapierdatensatz · archiviertes Quartal
SCHQ
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
-1Δ Inhaber
14.24MGehaltene Aktien
$451.48MGemeldeter Wert
+0Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.1% ·
Aktienfluss -4.0% ·
neue Nettopositionen -3.2%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -3 | 6.33M | $198.05M | +2 | −5 |
| Q1 2026 | 32 | +1 | 10.64M | $334.46M | +3 | −2 |
| Q4 2025 | 31 | -1 | 14.24M | $451.48M | — | −1 |
| Q3 2025 | 6 | +1 | 1.95M | $62.93M | +1 | — |
| Q2 2025 | 2 | -1 | 19.69K | $628,042 | — | −1 |
| Q1 2025 | 2 | 0 | 36.12K | $1.18M | — | — |
| Q4 2024 | 2 | +1 | 62.02K | $1.95M | +1 | — |
| Q3 2024 | 1 | 0 | 19.95K | $697,876 | — | — |
| Q2 2024 | 1 | — | 39.20K | $1.29M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 6.05M | — | $191.82M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 1.90M | — | $60.37M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 1.65M | — | $52.17M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Mirae Asset Global Investments Co.… | 1.28M | — | $40.68M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 601.93K | -19.8% | $19.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 601.93K | -19.8% | $19.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 497.04K | — | $15.76M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 473.99K | -22.7% | $15.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 473.99K | -22.7% | $15.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 337.89K | — | $10.71M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 337.89K | — | $10.71M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Tidal Investments LLC | 317.29K | — | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 279.23K | -46.1% | $8.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 159.08K | — | $5.04M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 153.08K | — | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 153.08K | — | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 141.07K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 141.07K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 141.07K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 141.07K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 81.90K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 81.90K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 81.90K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of Nova Scotia | 68.20K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 51.42K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 45.97K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 45.97K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 40.21K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 39.81K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 25.48K | — | $807,580 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 19.08K | — | $605,039 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 19.08K | — | $605,039 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Hrt Financial Lp | 9.39K | — | $297,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mariner, LLC | 7.29K | — | $231,018 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | BlackRock ✦ (passiv) | 3.52K | +64.5% | $111,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 1.70K | — | $54,017 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 821 | — | $26,026 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 797 | — | $25,273 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 789 | -13.3% | $25,001 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS Group AG | 339 | — | $10,746 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 246 | — | $7,798 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 18 | — | $571 | 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
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Citadel Advisors | $2.02M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 119 Inhaber, 14.95M Anteile, $460.70M 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 ·
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