SFLO
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -10.0% ·
Aktienfluss +8.0% ·
neue Nettopositionen -11.1%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | 0 | 11.88M | $406.37M | +3 | −3 |
| Q1 2026 | 24 | +6 | 10.87M | $326.45M | +6 | — |
| Q4 2025 | 18 | -2 | 10.05M | $296.36M | — | −2 |
| Q3 2025 | 3 | 0 | 772.87K | $22.50M | +1 | −1 |
| Q2 2025 | 1 | +1 | 34.93K | $915,489 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 2.90M | — | $85.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.70M | — | $50.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.70M | — | $50.07M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.52M | +96.9% | $44.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.07M | — | $31.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.07M | — | $31.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.07M | — | $31.68M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 957.29K | — | $28.23M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 411.87K | — | $12.14M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 376.53K | — | $11.10M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 302.83K | — | $8.93M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 290.24K | — | $8.56M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 290.24K | — | $8.56M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 140.18K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 88.03K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 80.67K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 61.01K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 47.96K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 47.96K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 34.17K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 26.96K | — | $794,970 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 26.76K | — | $789,033 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cerity Partners LLC | 8.08K | — | $238,340 | 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
| JPMorgan Chase | $18,164 | war 0.0% |
| Fidelity (FMR) | $6,986 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 58 Inhaber, 13.45M Anteile, $417.78M 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.