Wertpapierdatensatz · archiviertes Quartal
XJH
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
0Δ Inhaber
2.45MGehaltene Aktien
$109.49MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss 0.0% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +1 | 2.63M | $137.17M | +3 | −2 |
| Q1 2026 | 34 | +2 | 2.39M | $108.20M | +5 | −3 |
| Q4 2025 | 31 | 0 | 2.45M | $109.49M | — | — |
| Q3 2025 | 4 | -1 | 34.36K | $1.51M | — | −1 |
| Q2 2025 | 2 | +1 | 47.71K | $1.98M | +1 | — |
| Q3 2024 | 1 | +1 | 38.07K | $1.61M | +1 | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 612.94K | — | $27.37M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 612.94K | — | $27.37M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 612.94K | — | $27.37M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 571.21K | — | $25.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 571.21K | — | $25.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 397.48K | — | $17.75M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 337.19K | — | $15.06M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mariner, LLC | 337.19K | — | $15.06M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Franklin Resources Inc | 95.82K | — | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 53.47K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Corient Private Wealth LP | 53.47K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 45.56K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 41.81K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 41.81K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 41.81K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 38.15K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 33.18K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 30.82K | 0.0% | $1.38M | 0.0% | Held | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 28.39K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 25.87K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 22.79K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 22.79K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 19.92K | — | $889,294 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 17.40K | — | $810,335 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 16.25K | — | $725,473 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 15.64K | — | $698,237 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 14.93K | — | $666,788 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 12.67K | — | $565,902 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 6.64K | — | $296,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 6.48K | — | $289,464 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.97K | +0.4% | $88,072 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.97K | +0.4% | $88,072 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 1.81K | — | $80,817 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 867 | — | $38,712 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 848 | -12.8% | $37,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 579 | — | $25,852 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 508 | -16.2% | $22,699 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 508 | -16.2% | $22,699 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Deutsche Bank Ag\ | 250 | — | $11,163 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 30 | — | $1,340 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | UBS Group AG | 27 | — | $1,206 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 177 Inhaber, 5.46M Anteile, $245.49M 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: Q4 2025 ·
Methodik ·
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