UOCT
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.3% ·
Aktienfluss +0.9% ·
neue Nettopositionen +5.0%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| # | 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 ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 75.97K | +3.5% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 55.62K | -48.2% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 53.84K | -0.1% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Creative Planning | 49.33K | Neu | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 48.82K | -2.8% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 46.74K | -0.3% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 43.62K | -0.5% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 35.26K | +72.1% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 17.27K | -54.9% | $660,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 11.64K | Neu | $445,228 | 0.0% | New | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 6.91K | 0.0% | $264,200 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 962 | 0.0% | $36,787 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 500 | 0.0% | $19,000 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Assetmark, Inc | 445 | +12.9% | $17,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 299 | Neu | $11,434 | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 144 | 0.0% | $5,478 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 20 | Wells Fargo & Company/Mn | 0 | n/a | $13 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.