Wertpapierdatensatz · archiviertes Quartal
SCHQ
Name ausstehend – Profil wird eingelesen
32Erfasste Halter
+1Δ Inhaber
10.64MGehaltene Aktien
$334.46MGemeldeter Wert
+3Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.2% ·
Aktienfluss -25.3% ·
neue Nettopositionen +3.1%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
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 · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.99M | -34.1% | $125.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.36M | -28.6% | $42.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Mirae Asset Global Investments Co.… | 977.63K | -23.8% | $30.73M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 976.42K | -40.7% | $30.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Tidal Investments LLC | 676.16K | +113.1% | $21.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 469.29K | +38.9% | $14.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 469.29K | +38.9% | $14.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 419.78K | -30.3% | $13.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 419.78K | -30.3% | $13.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 419.78K | -30.3% | $13.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 372.64K | -25.0% | $11.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 312.53K | -34.1% | $9.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 312.53K | -34.1% | $9.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 285.71K | +102.5% | $8.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 285.71K | +102.5% | $8.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 285.71K | +102.5% | $8.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 285.71K | +102.5% | $8.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 160.81K | +1.1% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 150.32K | -1.8% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 150.32K | -1.8% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 118.73K | -57.5% | $3.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 77.51K | -5.4% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 77.51K | -5.4% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bank Of Nova Scotia | 68.20K | 0.0% | $2.14M | 0.0% | Held | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 53.74K | +16.9% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 53.74K | +16.9% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 47.68K | Neu | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 28 | Cwm, Llc | 38.85K | -3.4% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 22.64K | -43.1% | $711,701 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 19.64K | +2.9% | $617,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 19.64K | +2.9% | $617,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 12.52K | Neu | $393,504 | 0.0% | New | 1 | SEC ↗ |
| 33 | Hrt Financial Lp | 9.59K | +2.0% | $301,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 9.38K | -81.8% | $294,907 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 7.21K | -71.7% | $226,580 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 2.79K | Neu | $87,753 | 0.0% | New | 1 | SEC ↗ |
| 37 | BlackRock ✦ (passiv) | 2.01K | -42.8% | $63,174 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 988 | +20.3% | $31,053 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 750 | -5.9% | $23,585 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 675 | -14.4% | $21,205 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 246 | 0.0% | $7,732 | 0.0% | Held | 2 | SEC ↗ |
| 42 | UBS Group AG | 171 | -49.6% | $5,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Assetmark, Inc | 18 | 0.0% | $566 | 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
| Susquehanna International… | $1.50M | 0.0% |
| Rockefeller Capital… | $393,504 | 0.0% |
| Northwestern Mutual Wealth… | $87,753 | 0.0% |
Ausgestiegen
| Mariner, LLC | $231,018 | war 0.0% |
| Jones Financial Companies Lllp | $54,017 | 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: Q1 2026 ·
Methodik ·
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