Wertpapierdatensatz · archiviertes Quartal
TOPT
Name ausstehend – Profil wird eingelesen
28Erfasste Halter
+3Δ Inhaber
3.80MGehaltene Aktien
$108.85MGemeldeter Wert
+7Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +12.0% ·
Aktienfluss +30.0% ·
neue Nettopositionen +10.7%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | 0 | 4.91M | $161.53M | +6 | −6 |
| Q1 2026 | 28 | +3 | 3.80M | $108.85M | +7 | −4 |
| Q4 2025 | 25 | -1 | 2.38M | $74.26M | +1 | −2 |
| Q3 2025 | 5 | -1 | 701.63K | $21.37M | — | −1 |
| Q2 2025 | 3 | +1 | 703.81K | $19.21M | +1 | — |
| Q1 2025 | 1 | 0 | 37.09K | $883,365 | — | — |
| Q4 2024 | 1 | +1 | 3.90K | $101,556 | +1 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.04M | +51.4% | $29.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Victory Capital Management Inc | 689.02K | Neu | $19.72M | 0.0% | New | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 677.10K | +179.9% | $19.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 426.44K | +17.3% | $12.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 426.44K | +17.3% | $12.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 420.21K | -3.2% | $12.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 420.21K | -3.2% | $12.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Cetera Investment Advisers | 127.11K | +34.7% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 96.54K | +52.8% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 96.54K | +52.8% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 59.54K | -47.2% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 53.16K | Neu | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 39.77K | -18.9% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 37.21K | -79.8% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 31.48K | -50.0% | $900,986 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 25.33K | +2908.4% | $724,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 25.33K | +2908.4% | $724,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 20.30K | Neu | $581,073 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mariner, LLC | 20.30K | Neu | $581,073 | 0.0% | New | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 17.88K | +35.4% | $511,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 17.88K | +35.4% | $511,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 10.81K | -3.0% | $309,268 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 9.46K | Neu | $261,502 | 0.0% | New | 1 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 8.93K | -64.2% | $255,519 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 5.23K | -73.7% | $149,654 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 5.23K | -73.7% | $149,654 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 5.23K | -73.7% | $149,654 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 1.36K | Neu | $37,685 | 0.0% | New | 1 | SEC ↗ |
| 29 | Cwm, Llc | 1.21K | Neu | $34,516 | 0.0% | New | 1 | SEC ↗ |
| 30 | Simplex Trading, Llc | 802 | -74.6% | $22,953 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 681 | 0.0% | $19,490 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 587 | Neu | $16,800 | 0.0% | New | 1 | SEC ↗ |
| 33 | Group One Trading Llc | 400 | 0.0% | $11,448 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 104 | 0.0% | $2,977 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 80 | -46.7% | $2,273 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 7 | -93.5% | $197 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Victory Capital Management Inc | $19.72M | 0.0% |
| Royal Bank Of Canada | $1.52M | 0.0% |
| Mariner, LLC | $581,073 | 0.0% |
| Mariner, LLC | $581,073 | 0.0% |
| JPMorgan Chase | $261,502 | 0.0% |
| Jones Financial Companies Lllp | $37,685 | 0.0% |
| Cwm, Llc | $34,516 | 0.0% |
| Rockefeller Capital… | $16,800 | 0.0% |
Ausgestiegen
| Mml Investors Services, Llc | $248,506 | war 0.0% |
| Morgan Stanley | $34,228 | war 0.0% |
| Russell Investments Group… | $6,246 | war 0.0% |
| Bnp Paribas Financial Markets | $1,343 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 84 Inhaber, 5.60M Anteile, $160.86M 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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