Wertpapierdatensatz · archiviertes Quartal
SPHB
Name ausstehend, Profil-Einspeisung läuft
39Erfasste Halter
-1Δ Inhaber
2.13MGehaltene Aktien
$247.26MGemeldeter Wert
+5Neue Positionen
−6Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.5% ·
Aktienfluss -15.5% ·
neue Nettopositionen -2.6%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +2 | 2.66M | $413.75M | +4 | −3 |
| Q1 2026 | 39 | -1 | 2.13M | $247.26M | +5 | −6 |
| Q4 2025 | 40 | 0 | 2.53M | $295.35M | n/a | n/a |
| Q3 2025 | 7 | 0 | 1.52M | $167.22M | n/a | n/a |
| Q2 2025 | 4 | 0 | 128.44K | $12.53M | n/a | n/a |
| Q1 2025 | 3 | 0 | 79.47K | $6.22M | n/a | n/a |
| Q4 2024 | 3 | +1 | 44.69K | $3.96M | +1 | n/a |
| Q3 2024 | 2 | -1 | 48.24K | $4.30M | n/a | −1 |
| Q2 2024 | 3 | n/a | 119.97K | $10.13M | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 725.50K | +2.2% | $84.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 238.64K | +7.6% | $27.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | Wells Fargo & Company/Mn | 118.18K | -69.0% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Citadel Advisors ✦ | 110.06K | +32.9% | $12.76M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 6 | UBS Group AG | 92.80K | +29.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Bank Of America Corp /De/ | 77.64K | -25.3% | $9.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 73.24K | -12.0% | $8.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Raymond James Financial Inc | 70.56K | +4.4% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Jones Financial Companies Lllp | 65.75K | +118.3% | $7.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 60.42K | -45.3% | $7.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 34.55K | -81.9% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 29.59K | +29.9% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 29.33K | +35.9% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 26.87K | -46.3% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Mml Investors Services, Llc | 22.65K | -4.7% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 22.44K | +6.1% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 17.64K | +3.1% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 17.02K | +26.1% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Creative Planning | 15.38K | +1.2% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 8.93K | -40.2% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 8.67K | +1.2% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Jane Street Group, Llc | 7.95K | +59.0% | $922,266 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Hrt Financial Lp | 6.06K | Neu | $702,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 4.76K | Neu | $552,511 | 0.0% | New | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 3.81K | -1.1% | $441,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 3.24K | +4.5% | $376,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 2.95K | Neu | $341,829 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2.76K | +67.4% | $319,550 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Focus Partners Wealth | 2.71K | 0.0% | $313,665 | 0.0% | Held | 2 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 2.17K | -18.7% | $251,380 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 32 | Cwm, Llc | 2.11K | +1438.7% | $244,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 1.94K | Neu | $226,223 | 0.0% | New | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 1.92K | +5.4% | $222,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 951 | +3862.5% | $110,306 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 841 | +0.1% | $97,505 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | TD Waterhouse Canada Inc. | 796 | 0.0% | $93,259 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Belvedere Trading LLC | 527 | Neu | $61,106 | 0.0% | New | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 8 | 0.0% | $928 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Hrt Financial Lp | $702,000 | 0.0% |
| Fifth Third Bancorp | $552,511 | 0.0% |
| Rockefeller Capital… | $341,829 | 0.0% |
| Wealth Enhancement Advisory… | $226,223 | 0.0% |
| Belvedere Trading LLC | $61,106 | 0.0% |
Ausgestiegen
| Susquehanna International… | $3.21M | war 0.0% |
| Renaissance Technologies | $444,486 | war 0.0% |
| Mercer Global Advisors Inc… | $249,815 | war 0.0% |
| Citigroup Inc | $66,439 | war 0.0% |
| Qube Research & Technologies… | $11,931 | war 0.0% |
| Group One Trading Llc | $11,697 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 134 Inhaber, 3.26M Anteile, $353.36M 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: Q1 2026 ·
Methodik ·
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