Wertpapierdatensatz · archiviertes Quartal
SGDM
Name ausstehend – Profil wird eingelesen
32Erfasste Halter
+6Δ Inhaber
1.66MGehaltene Aktien
$125.32MGemeldeter Wert
+7Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +23.1% ·
Aktienfluss -0.8% ·
neue Nettopositionen +18.8%
— 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 | 30 | -1 | 1.47M | $91.87M | +2 | −3 |
| Q1 2026 | 32 | +6 | 1.66M | $125.32M | +7 | −1 |
| Q4 2025 | 26 | -1 | 1.67M | $114.12M | — | −1 |
| Q3 2025 | 3 | 0 | 296.57K | $18.39M | — | — |
| Q2 2025 | 2 | +1 | 24.75K | $1.12M | +1 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 324.06K | -4.8% | $24.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | UBS Group AG | 324.06K | -4.8% | $24.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 216.92K | -2.2% | $16.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 216.92K | -2.2% | $16.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Captrust Financial Advisors | 188.46K | -3.3% | $14.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 113.82K | -1.1% | $8.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 109.73K | -24.1% | $8.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 109.73K | -24.1% | $8.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 87.90K | +4.2% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 87.90K | +4.2% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 85.33K | -0.4% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 85.33K | -0.4% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 85.33K | -0.4% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 83.43K | -7.5% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 83.43K | -7.5% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 82.60K | +54.1% | $6.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 70.18K | -12.4% | $5.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 70.18K | -12.4% | $5.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 70.18K | -12.4% | $5.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 63.97K | -7.0% | $4.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 38.91K | Neu | $2.94M | 0.0% | New | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 33.44K | +74.8% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 30.64K | -36.1% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 30.46K | -4.2% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 28.41K | -6.0% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 25.61K | Neu | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 5.73K | Neu | $606,354 | 0.0% | New | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 7.75K | Neu | $585,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mariner, LLC | 5.53K | -11.3% | $417,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Marshall Wace ✦ | 4.30K | Neu | $324,682 | 0.0% | New | 1 | SEC ↗ |
| 31 | Marshall Wace ✦ | 4.30K | Neu | $324,682 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 4.29K | 0.0% | $323,956 | 0.0% | Held | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 4.02K | +35.3% | $303,463 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 4.01K | -14.5% | $302,623 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Blair William & Co/Il | 3.52K | 0.0% | $265,758 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Simplex Trading, Llc | 1.54K | +4291.4% | $116,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Belvedere Trading LLC | 1.34K | -52.2% | $101,006 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Cwm, Llc | 1.03K | 0.0% | $78,154 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 508 | -16.7% | $38,356 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 245 | -92.6% | $18,498 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 60 | Neu | $4,237 | 0.0% | New | 1 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 17 | Neu | $1,283 | 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
| Citadel Advisors | $2.94M | 0.0% |
| Baird Financial Group, Inc. | $1.93M | 0.0% |
| TD Waterhouse Canada Inc. | $606,354 | 0.0% |
| Hrt Financial Lp | $585,000 | 0.0% |
| Marshall Wace | $324,682 | 0.0% |
| Marshall Wace | $324,682 | 0.0% |
| JPMorgan Chase | $4,237 | 0.0% |
| UBS AM, a distinct business… | $1,283 | 0.0% |
Ausgestiegen
| Mercer Global Advisors Inc… | $81,816 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 122 Inhaber, 2.65M Anteile, $198.74M 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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