Wertpapierdatensatz · archiviertes Quartal
SHE
Name ausstehend – Profil wird eingelesen
39Erfasste Halter
0Δ Inhaber
484.24KGehaltene Aktien
$63.98MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -7.5% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 0 | 420.88K | $64.95M | +2 | −2 |
| Q1 2026 | 40 | +1 | 426.01K | $54.37M | +2 | −1 |
| Q4 2025 | 39 | 0 | 484.24K | $63.98M | — | — |
| Q3 2025 | 3 | 0 | 174.98K | $22.30M | — | — |
| Q2 2025 | 1 | -1 | 2.55K | $318,548 | — | −1 |
| Q1 2025 | 1 | 0 | 9.62K | $1.10M | — | — |
| Q4 2024 | 1 | +1 | 4.49K | $520,402 | +1 | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 121.36K | — | $16.03M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 95.81K | -1.1% | $12.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 95.81K | -1.1% | $12.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 95.81K | -1.1% | $12.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 47.14K | — | $6.23M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 47.14K | — | $6.23M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 47.14K | — | $6.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 37.53K | -50.3% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 37.53K | -50.3% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 28.97K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 21.42K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 11.98K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 11.87K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 11.87K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 11.67K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 11.67K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 10.86K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 10.86K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 10.86K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 10.86K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 10.86K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 10.25K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 10.25K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 10.25K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Sei Investments Co | 6.20K | — | $819,380 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 6.20K | — | $819,210 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 6.16K | — | $813,567 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 5.51K | — | $745,440 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 5.14K | — | $682,968 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 4.63K | — | $611,628 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 4.54K | — | $599,656 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 3.86K | — | $510,186 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 3.54K | — | $467,537 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 3.22K | — | $425,650 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 3.01K | — | $397,108 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 2.97K | — | $391,859 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 2.82K | — | $372,146 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 2.82K | — | $372,146 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.58K | -0.5% | $341,409 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 2.46K | — | $324,531 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Truist Financial Corp | 2.01K | — | $265,994 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Creative Planning | 2.00K | — | $263,875 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 1.90K | — | $250,450 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Assetmark, Inc | 1.78K | — | $234,693 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 1.04K | — | $138,052 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 1.01K | — | $134,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 724 | — | $95,621 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 700 | — | $92,451 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 434 | — | $57,320 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Optiver Holding B.V. | 335 | — | $44,244 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 282 | — | $37,245 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Franklin Resources Inc | 210 | — | $27,735 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 100 | — | $13,192 | 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
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 126 Inhaber, 903.45K Anteile, $108.67M 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 ·
Methodik ·
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