Wertpapierdatensatz · archiviertes Quartal
USA
Name ausstehend, Profil-Einspeisung läuft
41Erfasste Halter
+1Δ Inhaber
25.65MGehaltene Aktien
$142.23MGemeldeter Wert
+5Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.5% ·
Aktienfluss +8.3% ·
neue Nettopositionen +2.4%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 262.88K | $1.54M | n/a | n/a |
| Q2 2026 | 42 | +2 | 27.27M | $158.48M | +5 | −3 |
| Q1 2026 | 41 | +1 | 25.65M | $142.23M | +5 | −4 |
| Q4 2025 | 39 | +1 | 23.67M | $148.69M | +1 | n/a |
| Q3 2025 | 6 | +3 | 3.80M | $24.11M | +3 | n/a |
| Q2 2025 | 1 | +1 | 25.67K | $174,840 | +1 | n/a |
| Q3 2024 | 2 | +1 | 96.70K | $686,548 | +1 | n/a |
| Q2 2024 | 1 | n/a | 23.67K | $160,963 | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 5.45M | +13.3% | $30.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 4.69M | +56.1% | $26.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | LPL Financial LLC | 3.40M | -10.2% | $18.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 2.27M | +15.0% | $12.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 1.54M | -12.6% | $8.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Man Group plc | 1.32M | +103.7% | $7.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.15M | +11.5% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 815.18K | -0.8% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Two Sigma Investments ✦ | 616.60K | 0.0% | $3.42M | 0.0% | Held | 3 | SEC ↗ |
| 10 | Allspring Global Investments… | 613.92K | +52.3% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 557.96K | +13.4% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 437.78K | +5.7% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | HighTower Advisors, LLC | 373.21K | -1.1% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 357.64K | -6.5% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Invesco Ltd. | 313.98K | -18.9% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 283.63K | -11.6% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 234.96K | -48.7% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 188.30K | -20.1% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 135.70K | +678420.0% | $734,160 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Stifel Financial Corp | 128.14K | -14.5% | $711,196 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mariner, LLC | 127.98K | -3.7% | $707,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 114.46K | -75.6% | $635,265 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Envestnet Asset Management Inc | 75.52K | +59.5% | $419,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Creative Planning | 70.59K | -6.5% | $391,789 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 59.74K | +114.5% | $331,575 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 53.27K | -84.0% | $295,632 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 40.90K | 0.0% | $226,989 | 0.0% | Held | 4 | SEC ↗ |
| 28 | Northern Trust Corp | 35.64K | Neu | $197,791 | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Captrust Financial Advisors | 34.66K | +35.4% | $192,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 28.60K | -55.7% | $158,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 27.46K | 0.0% | $152,403 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 22.35K | -49.0% | $124,032 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Millennium Management ✦ | 17.77K | -84.0% | $98,618 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cwm, Llc | 17.70K | 0.0% | $98,264 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 11.52K | -28.2% | $63,942 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | CIBC Bancorp USA Inc. | 11.32K | n/a | $62,854 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 7.96K | Neu | $44,206 | 0.0% | New | 1 | SEC ↗ |
| 38 | BlackRock ✦ (passiv) | 1.42K | Neu | $7,870 | 0.0% | New | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 1.12K | 0.0% | $6,227 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Danske Bank A/S | 14 | Neu | $78 | 0.0% | New | 1 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 7 | Neu | $39 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Northern Trust Corp | $197,791 | 0.0% |
| Fifth Third Bancorp | $44,206 | 0.0% |
| BlackRock | $7,870 | 0.0% |
| Danske Bank A/S | $78 | 0.0% |
| UBS AM, a distinct business… | $39 | 0.0% |
Ausgestiegen
| Susquehanna International… | $701,721 | war 0.0% |
| Fisher Asset Management | $149,640 | war 0.0% |
| Us Bancorp \De\ | $117,524 | war 0.0% |
| Jones Financial Companies Lllp | $6,280 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 219 Inhaber, 54.83M Anteile, $286.70M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
Über die API abrufen