Wertpapierdatensatz · archiviertes Quartal
SIZE
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
-3Δ Inhaber
1.53MGehaltene Aktien
$244.32MGemeldeter Wert
+1Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -8.8% ·
Aktienfluss +1.2% ·
neue Nettopositionen -9.7%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +2 | 1.48M | $264.27M | +2 | — |
| Q1 2026 | 31 | -3 | 1.53M | $244.32M | +1 | −4 |
| Q4 2025 | 34 | 0 | 1.52M | $244.77M | — | — |
| Q3 2025 | 5 | 0 | 487.29K | $78.35M | — | — |
| Q2 2025 | 2 | -1 | 373.87K | $57.78M | — | −1 |
| Q1 2025 | 1 | +1 | 4.14K | $601,685 | +1 | — |
| Q3 2024 | 1 | +1 | 5.98K | $889,318 | +1 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 510.77K | +1.0% | $81.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 510.77K | +1.0% | $81.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 352.45K | -5.2% | $56.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 352.45K | -5.2% | $56.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Lido Advisors, LLC | 103.69K | -5.7% | $16.53M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Lido Advisors, LLC | 103.69K | -5.7% | $16.53M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 73.44K | -1.2% | $11.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 66.98K | +8.1% | $10.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 64.90K | +570.0% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 64.90K | +570.0% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 61.72K | -14.4% | $9.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 59.33K | -11.7% | $9.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 46.56K | +0.3% | $7.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 46.56K | +0.3% | $7.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 37.33K | -3.9% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 37.33K | -3.9% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 37.33K | -3.9% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 36.57K | +3.4% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 34.75K | +29.6% | $5.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 29.64K | +7.7% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 29.64K | +7.7% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 29.64K | +7.7% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 29.64K | +7.7% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 9.16K | +2.4% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 9.16K | +2.4% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 8.79K | +268.5% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 5.83K | +6.2% | $929,652 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 5.75K | -15.1% | $917,341 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Raymond James Financial Inc | 5.45K | +7.7% | $868,200 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 5.45K | +7.7% | $868,200 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 4.17K | +88.8% | $664,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 2.92K | 0.0% | $465,000 | 0.0% | Held | 2 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 1.94K | -9.8% | $309,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 1.82K | -4.0% | $290,855 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cerity Partners LLC | 1.82K | -66.6% | $290,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 1.82K | -66.6% | $290,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cerity Partners LLC | 1.82K | -66.6% | $290,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 1.71K | -10.3% | $272,299 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cwm, Llc | 1.46K | 0.0% | $233,028 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 1.34K | -1.9% | $214,314 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Cetera Investment Advisers | 1.31K | Neu | $208,517 | 0.0% | New | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 1.06K | 0.0% | $169,825 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 265 | -4.7% | $42,323 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 115 | -90.3% | $18,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 65 | 0.0% | $10,365 | 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
| Cetera Investment Advisers | $208,517 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $2.75M | war 0.0% |
| Fifth Third Bancorp | $32,314 | war 0.0% |
| Citigroup Inc | $15,672 | war 0.0% |
| Russell Investments Group… | $646 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 69 Inhaber, 1.97M Anteile, $313.72M 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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