Wertpapierdatensatz · archiviertes Quartal
XJH
Name ausstehend – Profil wird eingelesen
34Erfasste Halter
+2Δ Inhaber
2.39MGehaltene Aktien
$108.20MGemeldeter Wert
+5Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.2% ·
Aktienfluss -3.2% ·
neue Nettopositionen +5.9%
— 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 | 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 · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 577.02K | -5.9% | $26.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 577.02K | -5.9% | $26.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 577.02K | -5.9% | $26.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 471.72K | -17.4% | $21.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 471.72K | -17.4% | $21.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 399.34K | +0.5% | $18.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mariner, LLC | 351.08K | +4.1% | $15.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mariner, LLC | 351.08K | +4.1% | $15.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Franklin Resources Inc | 95.82K | 0.0% | $4.35M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 49.53K | +29.8% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 47.98K | +5.3% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Creative Planning | 41.52K | +227.6% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 37.56K | -10.2% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 37.56K | -10.2% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 37.56K | -10.2% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 34.89K | +5.2% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 34.43K | +51.1% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 34.43K | +51.1% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 31.69K | Neu | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 31.69K | Neu | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 30.66K | +8.0% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Corient Private Wealth LP | 25.97K | -51.4% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 21.41K | Neu | $971,372 | 0.0% | New | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 20.26K | +35.6% | $919,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 19.88K | -0.2% | $901,865 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 16.06K | +2.7% | $728,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 15.87K | -2.3% | $719,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 11.59K | -33.4% | $530,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | CIBC Bancorp USA Inc. | 13.36K | — | $523,751 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | CIBC Bancorp USA Inc. | 13.36K | — | $523,751 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 9.75K | +438.9% | $442,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 9.75K | +438.9% | $442,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cerity Partners LLC | 9.09K | Neu | $412,368 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cwm, Llc | 6.64K | 0.0% | $301,121 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 6.29K | -3.0% | $285,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 2.11K | +7.0% | $95,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 2.11K | +7.0% | $95,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 2.11K | +7.0% | $95,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 2.03K | +299.4% | $89,281 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 2.03K | +299.4% | $89,281 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 909 | +7.2% | $41,243 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Us Bancorp \De\ | 867 | 0.0% | $39,336 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 550 | +120.0% | $24,954 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | BlackRock ✦ (passiv) | 427 | Neu | $19,365 | 0.0% | New | 1 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 140 | Neu | $6,294 | 0.0% | New | 1 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 137 | -76.3% | $6,216 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Assetmark, Inc | 29 | -3.3% | $1,316 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Bank of New York Mellon Corp | $1.44M | 0.0% |
| Bank of New York Mellon Corp | $1.44M | 0.0% |
| Jane Street Group, Llc | $971,372 | 0.0% |
| Cerity Partners LLC | $412,368 | 0.0% |
| BlackRock | $19,365 | 0.0% |
| National Bank Of Canada /Fi/ | $6,294 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $1.38M | war 0.0% |
| Susquehanna International… | $1.16M | war 0.0% |
| UBS Group AG | $1,206 | war 0.0% |
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: Q1 2026 ·
Methodik ·
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