Wertpapierdatensatz · archiviertes Quartal
SUSL
Name ausstehend – Profil wird eingelesen
35Erfasste Halter
+1Δ Inhaber
2.79MGehaltene Aktien
$315.22MGemeldeter Wert
+2Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.9% ·
Aktienfluss -7.1% ·
neue Nettopositionen +2.9%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
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 · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 706.84K | -3.5% | $80.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 455.27K | -23.3% | $51.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 443.01K | -0.2% | $48.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 443.01K | -0.2% | $48.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 443.01K | -0.2% | $48.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 443.01K | -0.2% | $48.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 443.01K | -0.2% | $48.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 376.74K | +0.4% | $42.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 376.74K | +0.4% | $42.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Creative Planning | 205.36K | +1.4% | $23.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Creative Planning | 205.36K | +1.4% | $23.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 202.16K | -20.6% | $23.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 62.27K | -31.3% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 62.27K | -31.3% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 52.00K | -6.8% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | LPL Financial LLC | 37.36K | +43.4% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 32.03K | +118.7% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 28.46K | -4.1% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 28.46K | -4.1% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 25.16K | Neu | $2.86M | 0.0% | New | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 23.72K | -4.3% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 23.72K | -4.3% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 23.72K | -4.3% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 23.45K | -1.5% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 22.35K | -4.9% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 22.35K | -4.9% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 16.58K | +2.2% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Corient Private Wealth LP | 19.01K | -50.3% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Blair William & Co/Il | 8.43K | +4.6% | $958,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 7.93K | +3.0% | $900,414 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 7.93K | +3.0% | $900,414 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 6.79K | +74.9% | $751,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passiv) | 4.00K | +145.4% | $454,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | BlackRock ✦ (passiv) | 4.00K | +145.4% | $454,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mariner, LLC | 3.73K | -18.9% | $423,397 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 2.85K | 0.0% | $323,199 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Citigroup Inc | 2.85K | +13.2% | $323,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 2.78K | -3.5% | $315,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 2.77K | 0.0% | $314,793 | 0.0% | Held | 4 | SEC ↗ |
| 40 | Captrust Financial Advisors | 2.62K | -2.6% | $297,379 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Cwm, Llc | 2.62K | +20.2% | $297,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Jane Street Group, Llc | 2.60K | Neu | $294,799 | 0.0% | New | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 2.55K | -24.8% | $289,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 2.55K | -24.8% | $289,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 2.55K | -24.8% | $289,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 2.31K | +3.6% | $262,486 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.31K | +3.6% | $262,486 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 1.25K | 0.0% | $141,432 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Us Bancorp \De\ | 1.03K | 0.0% | $116,783 | 0.0% | Held | 2 | SEC ↗ |
| 50 | UBS Group AG | 299 | +806.1% | $33,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | UBS Group AG | 299 | +806.1% | $33,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fifth Third Bancorp | 75 | 0.0% | $8,520 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Quantinno Capital Management… | $2.86M | 0.0% |
| Jane Street Group, Llc | $294,799 | 0.0% |
Ausgestiegen
| Citadel Advisors | $1.03M | 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: Q1 2026 ·
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