Wertpapierdatensatz · archiviertes Quartal
SPXX
Name ausstehend, Profil-Einspeisung läuft
41Erfasste Halter
+22Δ Inhaber
29.48MGehaltene Aktien
$473.67MGemeldeter Wert
+22Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +30.0% ·
Aktienfluss +30.0% ·
neue Nettopositionen +20.0%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 12.23M | +5199.8% | $196.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 2.63M | +274.9% | $42.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 1.97M | +453.5% | $31.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 1.95M | +459.2% | $31.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 1.88M | +384.0% | $30.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 1.84M | +428.9% | $29.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Allspring Global Investments… | 1.62M | +4171.2% | $26.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.33M | +1677.5% | $21.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 592.92K | Neu | $9.53M | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 590.76K | +292.5% | $9.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 528.71K | +612.3% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 430.89K | +967.8% | $6.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 324.29K | Neu | $5.21M | 0.0% | New | 1 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 262.23K | +856.1% | $4.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 246.27K | Neu | $3.96M | 0.0% | New | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 245.12K | +900.9% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 141.51K | +410.6% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Focus Partners Wealth | 108.91K | Neu | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 85.58K | Neu | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 60.93K | +230.1% | $979,150 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 52.16K | +806.7% | $838,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 50.38K | Neu | $809,671 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 46.54K | Neu | $747,966 | 0.0% | New | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 45.10K | +4410.0% | $724,761 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 25 | Baird Financial Group, Inc. | 43.84K | Neu | $704,518 | 0.0% | New | 1 | SEC ↗ ×2 |
| 26 | Captrust Financial Advisors | 34.63K | Neu | $556,547 | 0.0% | New | 1 | SEC ↗ |
| 27 | Creative Planning | 23.96K | Neu | $385,084 | 0.0% | New | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 20.09K | Neu | $323,020 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mariner, LLC | 19.45K | Neu | $312,613 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 18.78K | Neu | $301,778 | 0.0% | New | 1 | SEC ↗ ×2 |
| 31 | Mercer Global Advisors Inc /Adv | 14.04K | Neu | $225,712 | 0.0% | New | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 13.50K | 0.0% | $216,878 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Corient Private Wealth LP | 12.49K | Neu | $203,801 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cwm, Llc | 8.59K | Neu | $138,011 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 4.20K | Neu | $67,462 | 0.0% | New | 1 | SEC ↗ |
| 36 | Citigroup Inc | 2.90K | Neu | $46,539 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 1.00K | Neu | $16,070 | 0.0% | New | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 840 | Neu | $13,499 | 0.0% | New | 1 | SEC ↗ |
| 39 | Kayne Anderson Rudnick Investment… | 390 | Neu | $6,174 | 0.0% | New | 1 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 212 | Neu | $3,407 | 0.0% | New | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 17 | -93.7% | $269 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| HighTower Advisors, LLC | $9.53M | 0.0% |
| Stifel Financial Corp | $5.21M | 0.0% |
| Envestnet Asset Management Inc | $3.96M | 0.0% |
| Focus Partners Wealth | $1.75M | 0.0% |
| Mml Investors Services, Llc | $1.38M | 0.0% |
| Susquehanna International… | $809,671 | 0.0% |
| Rockefeller Capital… | $747,966 | 0.0% |
| Baird Financial Group, Inc. | $704,518 | 0.0% |
| Captrust Financial Advisors | $556,547 | 0.0% |
| Creative Planning | $385,084 | 0.0% |
| Lido Advisors, LLC | $323,020 | 0.0% |
| Mariner, LLC | $312,613 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 225 Inhaber, 42.99M Anteile, $673.24M 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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