UFEB
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +5.0% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 45.24K | $1.80M | n/a | n/a |
| Q2 2026 | 20 | +5 | 1.46M | $56.45M | +5 | n/a |
| Q1 2026 | 15 | 0 | 1.48M | $53.78M | +2 | −2 |
| Q4 2025 | 15 | -1 | 1.41M | $51.91M | n/a | −1 |
| Q3 2025 | 2 | +1 | 15.49K | $554,244 | +1 | n/a |
| Q1 2025 | 1 | 0 | 10.02K | $324,548 | n/a | n/a |
| Q4 2024 | 1 | 0 | 26.94K | $896,227 | n/a | n/a |
| Q3 2024 | 1 | 0 | 19.09K | $621,026 | n/a | n/a |
| Q2 2024 | 1 | n/a | 14.13K | $447,458 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 655.93K | -2.6% | $23.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 166.12K | +49.7% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Truist Financial Corp | 130.63K | +3.4% | $4.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 125.04K | +51.0% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 106.37K | +5.1% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 106.20K | -14.8% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 49.15K | -3.6% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 38.19K | -1.1% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 25.06K | -0.1% | $909,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Creative Planning | 24.66K | Neu | $895,049 | 0.0% | New | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 20.25K | -18.8% | $738,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 18.26K | +46.6% | $662,875 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Susquehanna International Group, Llp | 13.92K | -62.5% | $505,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.77K | 0.0% | $64,106 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Assetmark, Inc | 54 | Neu | $1,960 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Creative Planning | $895,049 | 0.0% |
| Assetmark, Inc | $1,960 | 0.0% |
Ausgestiegen
| Barclays Plc | $20,563 | war 0.0% |
| UBS Group AG | $6,327 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 95 Inhaber, 6.16M Anteile, $219.74M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.