TDV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -6.1% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +3 | 1.07M | $111.11M | +5 | −2 |
| Q1 2026 | 22 | 0 | 1.09M | $91.98M | +2 | −2 |
| Q4 2025 | 22 | +1 | 1.16M | $100.13M | +1 | — |
| Q3 2025 | 3 | 0 | 316.93K | $27.42M | — | — |
| Q2 2025 | 1 | -1 | 3.58K | $297,531 | — | −1 |
| Q1 2025 | 1 | +1 | 7.18K | $523,136 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 275.51K | -1.1% | $23.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 275.51K | -1.1% | $23.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 168.25K | -7.1% | $14.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 168.25K | -7.1% | $14.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 150.58K | -4.4% | $12.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 150.58K | -4.4% | $12.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 130.99K | -11.0% | $11.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 98.64K | +4.3% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 50.22K | -16.3% | $4.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 47.02K | +24.1% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 43.38K | -7.5% | $3.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 43.38K | -7.5% | $3.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 38.84K | +4.7% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 30.80K | -17.3% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 30.80K | -17.3% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mirae Asset Global Investments Co.… | 24.50K | -47.3% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 8.00K | +31.1% | $677,670 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 7.46K | -12.9% | $631,929 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 6.88K | +1.2% | $583,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 3.45K | +4.8% | $291,912 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 561 | +0.4% | $47,522 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cwm, Llc | 221 | Neu | $18,721 | 0.0% | New | 1 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 150 | 0.0% | $12,692 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Assetmark, Inc | 147 | -68.5% | $12,452 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Citigroup Inc | 125 | 0.0% | $10,626 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 39 | 0.0% | $3,304 | 0.0% | Held | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 37 | Neu | $3,033 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Cwm, Llc | $18,721 | 0.0% |
| JPMorgan Chase | $3,033 | 0.0% |
Ausgestiegen
| Wealth Enhancement Advisory… | $253,342 | war 0.0% |
| Susquehanna International… | $236,102 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 77 Inhaber, 1.75M Anteile, $142.57M 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.