UJAN
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.2% ·
Aktienfluss +27.7% ·
neue Nettopositionen +5.9%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 27.68K | $1.29M | n/a | −1 |
| Q2 2026 | 19 | +4 | 874.13K | $39.63M | +4 | −1 |
| Q1 2026 | 17 | +1 | 1.09M | $46.34M | +3 | −2 |
| Q4 2025 | 16 | -1 | 853.78K | $36.95M | n/a | −1 |
| Q3 2025 | 3 | +1 | 21.94K | $924,366 | +1 | n/a |
| Q1 2025 | 1 | 0 | 15.15K | $578,036 | n/a | n/a |
| Q4 2024 | 1 | 0 | 13.52K | $526,604 | n/a | n/a |
| Q3 2024 | 1 | 0 | 11.42K | $434,607 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.18K | $414,737 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 202.56K | +278.5% | $8.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 189.29K | +4.9% | $8.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 120.04K | +18.2% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Cwm, Llc | 114.20K | +1.0% | $4.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Truist Financial Corp | 89.17K | -0.3% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 89.05K | +23.2% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 64.67K | -11.6% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 57.65K | -2.8% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 49.14K | Neu | $2.09M | 0.0% | New | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 35.84K | +64.3% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 27.44K | -37.9% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 20.07K | -14.4% | $853,176 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 18.57K | -1.4% | $789,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Creative Planning | 9.76K | Neu | $414,940 | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.37K | 0.0% | $100,791 | 0.0% | Held | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 129 | 0.0% | $5,410 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 46 | Neu | $1,955 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Susquehanna International… | $2.09M | 0.0% |
| Creative Planning | $414,940 | 0.0% |
| Assetmark, Inc | $1,955 | 0.0% |
Ausgestiegen
| UBS Group AG | $6,576 | war 0.0% |
| Barclays Plc | $3,980 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 109 Inhaber, 5.85M Anteile, $248.98M 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.