UOCT
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.3% ·
Aktienfluss +0.9% ·
neue Nettopositionen +5.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -1 | 889.58K | $36.57M | — | −1 |
| Q1 2026 | 20 | +1 | 1.04M | $39.82M | +3 | −2 |
| Q4 2025 | 19 | 0 | 1.03M | $40.29M | +1 | −1 |
| Q3 2025 | 2 | +1 | 26.23K | $1.01M | +1 | — |
| Q1 2025 | 1 | 0 | 8.71K | $301,031 | — | — |
| Q4 2024 | 1 | +1 | 14.61K | $515,342 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 383.73K | -1.0% | $14.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cwm, Llc | 125.37K | +2.4% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 84.91K | +19.0% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 84.91K | +19.0% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 75.97K | +3.5% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 55.62K | -48.2% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 53.84K | -0.1% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Creative Planning | 49.33K | Neu | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 48.82K | -2.8% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 48.82K | -2.8% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 48.82K | -2.8% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 46.74K | -0.3% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 43.62K | -0.5% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 35.26K | +72.1% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 35.26K | +72.1% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 17.27K | -54.9% | $660,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 11.64K | Neu | $445,228 | 0.0% | New | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 6.91K | 0.0% | $264,200 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 962 | 0.0% | $36,787 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 500 | 0.0% | $19,000 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 445 | +12.9% | $17,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 299 | Neu | $11,434 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 144 | 0.0% | $5,478 | 0.0% | Held | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 144 | 0.0% | $5,478 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 0 | — | $13 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Creative Planning | $1.89M | 0.0% |
| Citadel Advisors | $445,228 | 0.0% |
| UBS Group AG | $11,434 | 0.0% |
Ausgestiegen
| Wealth Enhancement Advisory… | $282,796 | war 0.0% |
| Barclays Plc | $78 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 90 Inhaber, 5.16M Anteile, $193.72M 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.