XJR
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +13.6% ·
Aktienfluss +30.0% ·
neue Nettopositionen +12.0%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 92.52K | +0.4% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 59.98K | +10.7% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Franklin Resources Inc | 55.78K | 0.0% | $2.43M | 0.0% | Held | 2 | SEC ↗ |
| 4 | Brown Advisory Inc | 30.97K | +541.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 29.73K | Neu | $1.29M | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 29.04K | Neu | $1.26M | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Creative Planning | 25.06K | +263.3% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Quantinno Capital Management LP | 15.83K | Neu | $689,286 | 0.0% | New | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 14.63K | -10.7% | $636,997 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Cerity Partners LLC | 11.76K | -12.9% | $512,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mariner, LLC | 11.49K | +1.1% | $500,093 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 11.40K | +0.1% | $496,197 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Lido Advisors, LLC | 10.58K | +9.9% | $460,752 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 9.93K | -6.6% | $432,371 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 7.37K | 0.0% | $320,785 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 5.80K | Neu | $252,598 | 0.0% | New | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 5.25K | +8.0% | $228,690 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 5.22K | -17.9% | $227,473 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 3.83K | 0.0% | $166,618 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 20 | Blair William & Co/Il | 2.75K | +13.8% | $119,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1.34K | +1693.3% | $58,567 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | UBS Group AG | 599 | +604.7% | $26,079 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Cwm, Llc | 492 | 0.0% | $21,416 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 293 | -0.3% | $12,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 86 | 0.0% | $4,000 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Citadel Advisors | $1.29M | 0.0% |
| Bank of New York Mellon Corp | $1.26M | 0.0% |
| Quantinno Capital Management… | $689,286 | 0.0% |
| Envestnet Asset Management Inc | $252,598 | 0.0% |
Ausgestiegen
| Bank Of America Corp /De/ | $48,115 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 95 Inhaber, 1.14M Anteile, $49.40M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.