ULST
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.7% ·
Aktienfluss +3.5% ·
neue Nettopositionen +3.6%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +6 | 3.65M | $147.50M | +6 | n/a |
| Q1 2026 | 24 | -4 | 7.45M | $303.75M | +2 | −6 |
| Q4 2025 | 28 | +1 | 7.54M | $305.27M | +1 | n/a |
| Q3 2025 | 4 | -1 | 1.11M | $45.28M | n/a | −1 |
| Q2 2025 | 2 | +1 | 191.70K | $7.79M | +1 | n/a |
| Q1 2025 | 1 | -1 | 105.98K | $4.31M | n/a | −1 |
| Q4 2024 | 2 | +2 | 88.18K | $3.56M | +2 | n/a |
| Q2 2024 | 1 | n/a | 42.05K | $1.70M | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 3.80M | n/a | $154.03M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 1.32M | n/a | $53.66M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 615.38K | +1.4% | $24.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | AQR Capital Management ✦ | 414.78K | -15.6% | $16.80M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 324.77K | Neu | $13.15M | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 260.65K | n/a | $10.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 252.15K | n/a | $10.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wealth Enhancement Advisory… | 145.27K | n/a | $5.89M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 78.54K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 62.63K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 58.06K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Mml Investors Services, Llc | 50.81K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 38.72K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 34.51K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 13.58K | -5.1% | $550,017 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 11.41K | n/a | $462,122 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 11.25K | n/a | $455,660 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 9.65K | n/a | $391,083 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 7.44K | n/a | $301,205 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 7.08K | n/a | $286,599 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 21 | Ameriprise Financial Inc | 5.71K | n/a | $231,243 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 2.81K | n/a | $113,655 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | JPMorgan Chase ✦ | 1.15K | +329.9% | $46,662 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 1.00K | n/a | $40,505 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 758 | n/a | $30,703 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 726 | n/a | $29,407 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 256 | n/a | $10,368 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citigroup Inc | 1 | n/a | $41 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Citadel Advisors | $13.15M | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 103 Inhaber, 11.25M Anteile, $453.98M 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.