Wertpapierdatensatz · archiviertes Quartal
SPBO
Name ausstehend – Profil wird eingelesen
40Erfasste Halter
+1Δ Inhaber
21.56MGehaltene Aktien
$632.73MGemeldeter Wert
+2Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.6% ·
Aktienfluss +0.2% ·
neue Nettopositionen +2.5%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +2 | 22.42M | $651.11M | +5 | −3 |
| Q1 2026 | 40 | 0 | 21.53M | $624.86M | +4 | −4 |
| Q4 2025 | 40 | +1 | 21.56M | $632.73M | +2 | −1 |
| Q3 2025 | 6 | +2 | 1.65M | $48.95M | +2 | — |
| Q2 2025 | 2 | 0 | 30.81K | $900,308 | +1 | −1 |
| Q1 2025 | 1 | 0 | 293.05K | $8.51M | — | — |
| Q4 2024 | 1 | -1 | 203.42K | $5.83M | — | −1 |
| Q3 2024 | 2 | 0 | 36.35K | $1.09M | — | — |
| Q2 2024 | 2 | — | 29.22K | $838,557 | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 8.03M | — | $235.51M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 8.03M | — | $235.51M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 8.03M | — | $235.51M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 3.03M | — | $88.87M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.77M | — | $81.27M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.77M | — | $81.27M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 1.54M | — | $45.23M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 1.54M | — | $45.23M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 1.54M | — | $45.23M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Assetmark, Inc | 1.48M | — | $43.30M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.32M | +3.8% | $38.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.32M | +3.8% | $38.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.32M | +3.8% | $38.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.32M | +3.8% | $38.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 566.71K | — | $16.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 543.86K | — | $15.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 543.86K | — | $15.96M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 543.86K | — | $15.96M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Asset Management One Co., Ltd. | 352.43K | — | $10.38M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 317.66K | — | $9.32M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 317.66K | — | $9.32M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 262.16K | — | $7.69M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 262.16K | — | $7.69M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 262.16K | — | $7.69M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 262.16K | — | $7.69M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 231.53K | — | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 145.69K | — | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 126.39K | -31.3% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 126.39K | -31.3% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 126.39K | -31.3% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 126.39K | -31.3% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cetera Investment Advisers | 124.41K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 81.58K | Neu | $2.39M | 0.0% | New | 1 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 75.86K | — | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 70.18K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Raymond James Financial Inc | 69.33K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Raymond James Financial Inc | 69.33K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Corient Private Wealth LP | 64.93K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Corient Private Wealth LP | 64.93K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 59.84K | Neu | $1.76M | 0.0% | New | 1 | SEC ↗ |
| 41 | State Street Global Advisors ✦ (passiv) | 53.95K | -10.7% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Envestnet Asset Management Inc | 53.41K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 46.89K | 0.0% | $1.38M | 0.0% | Held | 3 | SEC ↗ |
| 44 | Us Bancorp \De\ | 34.18K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | HighTower Advisors, LLC | 22.46K | — | $658,962 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Stifel Financial Corp | 15.45K | — | $453,157 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Creative Planning | 14.32K | — | $420,192 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 12.99K | — | $381,286 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Citigroup Inc | 12.79K | — | $375,347 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Truist Financial Corp | 11.29K | — | $331,131 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | 1832 Asset Management L.P. | 8.29K | — | $243,317 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 7.57K | — | $221,957 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 6.75K | +1473.2% | $198,020 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | UBS Group AG | 5.00K | — | $146,700 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Northwestern Mutual Wealth… | 3.07K | — | $90,103 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 2.90K | — | $85,145 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 2.90K | — | $85,145 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 2.90K | — | $85,145 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Jones Financial Companies Lllp | 395 | — | $11,589 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Fifth Third Bancorp | 152 | — | $4,460 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 45 | — | $1,320 | 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
| Goldman Sachs Group | $2.39M | 0.0% |
| Citadel Advisors | $1.76M | 0.0% |
Ausgestiegen
| BlackRock | $2.71M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 172 Inhaber, 45.90M Anteile, $1.26B 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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