Wertpapierdatensatz · archiviertes Quartal
WINN
Name ausstehend – Profil wird eingelesen
29Erfasste Halter
+1Δ Inhaber
16.55MGehaltene Aktien
$459.31MGemeldeter Wert
+6Neue Positionen
−5Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.6% ·
Aktienfluss -22.3% ·
neue Nettopositionen +3.4%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | 0 | 16.78M | $545.96M | +3 | −3 |
| Q1 2026 | 29 | +1 | 16.55M | $459.31M | +6 | −5 |
| Q4 2025 | 28 | -1 | 21.30M | $663.21M | — | −1 |
| Q3 2025 | 5 | +1 | 207.76K | $6.47M | +1 | — |
| Q2 2025 | 2 | 0 | 175.12K | $5.10M | +1 | −1 |
| Q1 2025 | 1 | 0 | 23.15K | $567,102 | +1 | −1 |
| Q4 2024 | 1 | +1 | 82.50K | $2.24M | +1 | — |
| Q2 2024 | 1 | — | 12.40K | $313,596 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 4.64M | -42.3% | $128.66M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 4.43M | -10.7% | $122.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.99M | +4.1% | $55.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.99M | +4.1% | $55.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 1.59M | -44.7% | $44.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 1.18M | -6.0% | $32.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 437.45K | Neu | $12.13M | 0.0% | New | 1 | SEC ↗ |
| 8 | Fifth Third Bancorp | 421.54K | -3.4% | $11.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 406.81K | -15.3% | $11.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 228.03K | -4.7% | $6.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 228.03K | -4.7% | $6.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 228.03K | -4.7% | $6.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 227.16K | +3.5% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 178.89K | +3.8% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 139.99K | -4.2% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 128.64K | -2.5% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 112.50K | Neu | $3.12M | 0.0% | New | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 86.14K | -9.1% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 66.34K | +62.4% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 60.85K | +13.1% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 60.85K | +13.1% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passiv) | 56.22K | 0.0% | $1.56M | 0.0% | Held | 4 | SEC ↗ |
| 23 | Mariner, LLC | 50.34K | +1.7% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 45.56K | +1.6% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Captrust Financial Advisors | 26.56K | Neu | $736,456 | 0.0% | New | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 10.43K | -14.4% | $289,092 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 9.50K | Neu | $263,499 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 9.50K | Neu | $263,499 | 0.0% | New | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 9.05K | Neu | $250,855 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 8.88K | -50.2% | $246,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 3.89K | +11.9% | $107,945 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 3.56K | +84.5% | $95,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.47K | -29.6% | $68,426 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 2.47K | -29.6% | $68,426 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Cwm, Llc | 801 | Neu | $22,210 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Cerity Partners LLC | $12.13M | 0.0% |
| Two Sigma Investments | $3.12M | 0.0% |
| Captrust Financial Advisors | $736,456 | 0.0% |
| Wells Fargo & Company/Mn | $263,499 | 0.0% |
| Wells Fargo & Company/Mn | $263,499 | 0.0% |
| AQR Capital Management | $250,855 | 0.0% |
| Cwm, Llc | $22,210 | 0.0% |
Ausgestiegen
| Hrt Financial Lp | $681,000 | war 0.0% |
| Susquehanna International… | $615,027 | war 0.0% |
| Citadel Advisors | $206,098 | war 0.0% |
| UBS Group AG | $28,772 | war 0.0% |
| JPMorgan Chase | $8,149 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 106 Inhaber, 28.06M Anteile, $774.61M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
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