SWKHL
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -9.7% ·
Aktienfluss -11.5% ·
neue Nettopositionen -10.7%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q1 2026 | 28 | -3 | 686.55K | $11.68M | — | −3 |
| Q4 2025 | 31 | -1 | 814.35K | $14.01M | — | −1 |
| Q3 2025 | 11 | 0 | 605.39K | $8.81M | +1 | −1 |
| Q2 2025 | 8 | +1 | 548.57K | $8.09M | +1 | — |
| Q1 2025 | 4 | 0 | 167.74K | $2.92M | — | — |
| Q4 2024 | 4 | +1 | 168.16K | $2.67M | +1 | — |
| Q3 2024 | 2 | 0 | 103.15K | $1.78M | — | — |
| Q2 2024 | 2 | — | 99.57K | $1.69M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 175.31K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 153.81K | -1.5% | $2.62M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 3 | Geode Capital Management ✦ (passiv) | 72.89K | -4.0% | $1.24M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 4 | Dimensional Fund Advisors Lp | 49.45K | +0.2% | $841,012 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | State Street Global Advisors ✦ (passiv) | 48.07K | +0.7% | $817,620 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Raymond James Financial Inc | 47.44K | -33.1% | $806,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 35.68K | -10.0% | $606,982 | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 8 | Northern Trust Corp | 30.02K | -0.3% | $510,606 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | AQR Capital Management ✦ | 25.49K | -0.4% | $433,586 | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 10 | Renaissance Technologies ✦ | 23.10K | -27.4% | $392,931 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 11 | Russell Investments Group, Ltd. | 7.21K | +54.0% | $122,294 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Rhumbline Advisers | 4.44K | +19.6% | $75,535 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | New York State Common Retirement… | 2.13K | 0.0% | $36,248 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Cwm, Llc | 1.91K | +0.2% | $32,557 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.48K | +2.4% | $25,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.34K | -63.1% | $22,633 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Wells Fargo & Company/Mn | 1.13K | -66.8% | $19,255 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mirae Asset Global Investments Co.… | 1.10K | 0.0% | $18,796 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Bnp Paribas Financial Markets | 964 | -7.8% | $16,398 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 861 | +57.4% | $14,646 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Barclays Plc | 824 | -82.8% | $14,016 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | UBS AM, a distinct business unit of… | 806 | +416.7% | $13,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 374 | +216.9% | $7,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Legal & General Group Plc | 315 | 0.0% | $5,358 | 0.0% | Held | 2 | SEC ↗ |
| 25 | California State Teachers… | 165 | -11.3% | $2,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citigroup Inc | 139 | +101.5% | $2,364 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 62 | +1140.0% | $1,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Optiver Holding B.V. | 36 | 0.0% | $612 | 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
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Goldman Sachs Group | $660,480 | war 0.0% |
| Bank Of America Corp /De/ | $79,774 | war 0.0% |
| Fidelity (FMR) | $19,075 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 57 Inhaber, 10.57M Anteile, $164.08M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.