Wertpapierdatensatz · archiviertes Quartal
SPGM
Name ausstehend, Profil-Einspeisung läuft
38Erfasste Halter
+1Δ Inhaber
4.87MGehaltene Aktien
$373.64MGemeldeter Wert
+1Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.7% ·
Aktienfluss +2.4% ·
neue Nettopositionen +2.6%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 75.55K | $6.57M | n/a | n/a |
| Q2 2026 | 36 | -4 | 4.74M | $405.81M | +1 | −6 |
| Q1 2026 | 42 | +4 | 4.02M | $303.91M | +5 | −1 |
| Q4 2025 | 38 | +1 | 4.87M | $373.64M | +1 | n/a |
| Q3 2025 | 5 | 0 | 493.43K | $36.96M | n/a | n/a |
| Q2 2025 | 2 | 0 | 37.09K | $2.56M | n/a | n/a |
| Q1 2025 | 1 | +1 | 143.62K | $8.96M | +1 | n/a |
| Q2 2024 | 1 | n/a | 6.33K | $385,041 | n/a | n/a |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.19M | n/a | $168.23M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 690.82K | n/a | $52.99M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Mariner, LLC | 269.98K | n/a | $20.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Goldman Sachs Group ✦ | 248.67K | +251.1% | $19.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 208.26K | n/a | $15.98M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Osaic Holdings, Inc. | 183.81K | n/a | $14.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 165.00K | -0.2% | $12.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 146.86K | n/a | $11.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 103.50K | n/a | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 91.42K | -52.5% | $7.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 87.77K | Neu | $6.73M | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | Jane Street Group, Llc | 76.13K | n/a | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 60.12K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | UBS Group AG | 55.48K | n/a | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 49.39K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 39.83K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Cwm, Llc | 34.20K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 23.46K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 23.00K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 19.32K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 19.10K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 18.09K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 13.89K | -78.0% | $1.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 8.40K | n/a | $644,690 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 7.43K | n/a | $570,108 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 7.27K | n/a | $557,912 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 5.10K | n/a | $391,374 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 4.88K | n/a | $374,042 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 4.00K | n/a | $306,943 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Creative Planning | 3.68K | n/a | $282,385 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.21K | +28.2% | $169,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 1.42K | n/a | $109,005 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 963 | n/a | $73,916 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 674 | n/a | $51,703 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 214 | n/a | $16,394 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Assetmark, Inc | 129 | n/a | $9,896 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 119 | n/a | $9,128 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 20 | n/a | $1,534 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| BlackRock | $6.73M | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 168 Inhaber, 10.50M Anteile, $717.29M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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