SDCI
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +30.0% ·
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 | 29 | +8 | 3.04M | $80.51M | +8 | — |
| Q1 2026 | 22 | +6 | 1.74M | $47.38M | +7 | −1 |
| Q4 2025 | 16 | -1 | 1.03M | $22.63M | — | −1 |
| Q3 2025 | 3 | 0 | 654 | $15,044 | — | — |
| Q2 2025 | 1 | — | 78 | $1,689 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 399.50K | +53.8% | $10.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 365.36K | +16.8% | $9.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 365.36K | +16.8% | $9.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 333.57K | +6797.6% | $9.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 333.57K | +6797.6% | $9.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 119.69K | +20.4% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mariner, LLC | 113.31K | Neu | $3.09M | 0.0% | New | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 102.34K | -0.3% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 94.74K | +13.3% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 43.66K | +4.2% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 31.80K | +15.2% | $874,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 27.91K | -3.7% | $760,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Quantinno Capital Management LP | 21.27K | +46.9% | $579,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cerity Partners LLC | 19.82K | Neu | $540,033 | 0.0% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 17.64K | +17.0% | $480,463 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 16.69K | +5.3% | $454,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 15.79K | +27.7% | $430,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Simplex Trading, Llc | 12.25K | Neu | $333,798 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1.45K | +287.7% | $39,608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1.45K | +287.7% | $39,608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 1.18K | Neu | $32,170 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 429 | Neu | $11,686 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 314 | 0.0% | $8,579 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 250 | Neu | $6,810 | 0.0% | New | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 103 | Neu | $2,806 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Mariner, LLC | $3.09M | 0.0% |
| Cerity Partners LLC | $540,033 | 0.0% |
| Simplex Trading, Llc | $333,798 | 0.0% |
| Cwm, Llc | $32,170 | 0.0% |
| Northwestern Mutual Wealth… | $11,686 | 0.0% |
| Us Bancorp \De\ | $6,810 | 0.0% |
| Assetmark, Inc | $2,806 | 0.0% |
Ausgestiegen
| Bank Of America Corp /De/ | $143,195 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 91 Inhaber, 9.66M Anteile, $258.82M 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.