XHLF
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +8.3% ·
Aktienfluss +30.0% ·
neue Nettopositionen +7.7%
— 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 | 23 | -2 | 4.41M | $221.92M | +2 | −4 |
| Q1 2026 | 26 | +2 | 4.02M | $202.47M | +3 | −1 |
| Q4 2025 | 24 | 0 | 3.05M | $153.38M | +1 | −1 |
| Q3 2025 | 4 | +1 | 418.06K | $21.08M | +1 | — |
| Q2 2025 | 1 | -1 | 631 | $31,765 | — | −1 |
| Q1 2025 | 1 | +1 | 22.94K | $1.16M | +1 | — |
| Q2 2024 | 1 | — | 7.03K | $353,267 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of Montreal /Can/ | 968.05K | +99.0% | $48.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 946.07K | +9.4% | $47.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 946.07K | +9.4% | $47.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 629.58K | +44.8% | $31.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 435.83K | +745.8% | $21.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Focus Partners Wealth | 247.77K | +58.2% | $12.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 241.03K | -9.2% | $12.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 152.86K | -23.9% | $7.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 102.80K | -34.4% | $5.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 65.08K | +1141.1% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 40.42K | Neu | $2.03M | 0.0% | New | 1 | SEC ↗ |
| 12 | Cwm, Llc | 32.66K | +3.4% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 25.28K | +23.0% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cerity Partners LLC | 24.96K | Neu | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 22.60K | -86.8% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 21.05K | +78.7% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 17.52K | -52.4% | $879,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 16.14K | +0.8% | $812,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 16.14K | +0.8% | $812,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Lido Advisors, LLC | 8.96K | -7.4% | $450,879 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 6.39K | Neu | $321,486 | 0.0% | New | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 5.92K | +2346.3% | $297,924 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 5.92K | +2346.3% | $297,924 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 4.79K | -26.4% | $240,880 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 4.79K | -26.4% | $240,880 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 4.21K | +1.6% | $211,629 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 1.39K | -0.6% | $70,009 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.07K | +15.8% | $53,702 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 95 | -99.9% | $4,781 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 95 | -99.9% | $4,781 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2 | 0.0% | $101 | 0.0% | Held | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $2.03M | 0.0% |
| Cerity Partners LLC | $1.26M | 0.0% |
| HighTower Advisors, LLC | $321,486 | 0.0% |
Ausgestiegen
| Stifel Financial Corp | $226,580 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 119 Inhaber, 23.83M Anteile, $1.18B 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.