Wertpapierdatensatz · archiviertes Quartal
SUSL
Name ausstehend – Profil wird eingelesen
34Erfasste Halter
-1Δ Inhaber
3.00MGehaltene Aktien
$364.64MGemeldeter Wert
+0Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.9% ·
Aktienfluss -9.4% ·
neue Nettopositionen -2.9%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +2 | 2.90M | $383.75M | +3 | −1 |
| Q1 2026 | 35 | +1 | 2.79M | $315.22M | +2 | −1 |
| Q4 2025 | 34 | -1 | 3.00M | $364.64M | — | −1 |
| Q3 2025 | 7 | -1 | 1.36M | $159.76M | +1 | −2 |
| Q2 2025 | 5 | +3 | 412.02K | $44.64M | +3 | — |
| Q1 2025 | 1 | 0 | 7.39K | $708,323 | — | — |
| Q4 2024 | 1 | -2 | 9.00K | $927,566 | — | −2 |
| Q3 2024 | 3 | +2 | 11.80K | $1.20M | +2 | — |
| Q2 2024 | 1 | — | 32.39K | $3.16M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 732.49K | — | $88.83M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 593.36K | +44.6% | $71.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 593.36K | +44.6% | $71.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 443.84K | -50.3% | $53.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 443.84K | -50.3% | $53.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 443.84K | -50.3% | $53.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 443.84K | -50.3% | $53.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 375.31K | — | $45.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 375.31K | — | $45.51M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 254.44K | — | $31.26M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Creative Planning | 202.52K | — | $24.56M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Creative Planning | 202.52K | — | $24.56M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 90.64K | — | $10.99M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 90.64K | — | $10.99M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 90.64K | — | $10.99M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 90.64K | — | $10.99M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 55.79K | — | $6.77M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Corient Private Wealth LP | 38.22K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Corient Private Wealth LP | 38.22K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 29.68K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 29.68K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | LPL Financial LLC | 26.05K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 24.77K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 24.77K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 24.77K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 23.81K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 23.51K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 23.51K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cetera Investment Advisers | 16.22K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 14.65K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 8.51K | -48.1% | $1.03M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 32 | Blair William & Co/Il | 8.06K | — | $977,409 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 7.70K | — | $933,144 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 7.70K | — | $933,144 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 4.60K | — | $557,582 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 3.88K | — | $470,909 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 3.39K | -2.0% | $411,336 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 3.39K | -2.0% | $411,336 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 2.88K | — | $349,281 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cerity Partners LLC | 2.85K | — | $345,003 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 2.77K | 0.0% | $336,029 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Captrust Financial Advisors | 2.69K | — | $325,929 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Citigroup Inc | 2.51K | — | $304,863 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 2.23K | — | $270,579 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 2.23K | — | $270,579 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 2.18K | — | $264,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | BlackRock ✦ (passiv) | 1.63K | +1008.2% | $197,543 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 1.25K | — | $150,882 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 1.03K | — | $124,662 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 75 | — | $9,095 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | UBS Group AG | 33 | — | $4,002 | 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
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Goldman Sachs Group | $4.60M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 193 Inhaber, 5.37M Anteile, $499.62M 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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