Wertpapierdatensatz · archiviertes Quartal
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Name ausstehend – Profil wird eingelesen
31Erfasste Halter
+1Δ Inhaber
1.25MGehaltene Aktien
$58.96MGemeldeter Wert
+3Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.3% ·
Aktienfluss -7.6% ·
neue Nettopositionen +3.2%
— 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 | 33 | +3 | 1.21M | $63.63M | +5 | −2 |
| Q1 2026 | 31 | +1 | 1.25M | $58.96M | +3 | −2 |
| Q4 2025 | 30 | 0 | 1.35M | $62.71M | — | — |
| Q3 2025 | 4 | -1 | 202.84K | $9.39M | — | −1 |
| Q2 2025 | 3 | 0 | 78.15K | $3.56M | — | — |
| Q1 2025 | 2 | +1 | 50.68K | $2.34M | +1 | — |
| Q4 2024 | 1 | -1 | 17.50K | $826,471 | — | −1 |
| Q3 2024 | 2 | +1 | 61.55K | $2.96M | +1 | — |
| Q2 2024 | 1 | — | 15.30K | $667,974 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 205.23K | -2.8% | $9.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 205.23K | -2.8% | $9.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 205.23K | -2.8% | $9.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 174.00K | -7.0% | $8.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 171.45K | -15.1% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 171.45K | -15.1% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 126.53K | -1.1% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 126.53K | -1.1% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 126.53K | -1.1% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 97.50K | -1.8% | $4.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 97.50K | -1.8% | $4.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 59.17K | +3.5% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 50.58K | -3.3% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 50.58K | -3.3% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 51.24K | +0.9% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 45.50K | -11.0% | $2.15M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 44.21K | +1.7% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 39.15K | -2.0% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 36.10K | -8.4% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 34.39K | -7.5% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 34.39K | -7.5% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 26.78K | -23.9% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 16.58K | +2.8% | $782,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 15.97K | -2.0% | $753,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 15.97K | -2.0% | $753,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 12.54K | +5.7% | $591,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 12.54K | +5.7% | $591,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 11.18K | -4.0% | $527,527 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 7.99K | -4.4% | $376,974 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Creative Planning | 5.80K | Neu | $273,601 | 0.0% | New | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 4.98K | +4.0% | $235,033 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 4.30K | -7.3% | $202,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 4.22K | +63.8% | $199,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 2.57K | Neu | $121,136 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 761 | 0.0% | $35,916 | 0.0% | Held | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 449 | Neu | $21,031 | 0.0% | New | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 199 | +121.1% | $11,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 199 | +121.1% | $11,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 187 | 0.0% | $8,868 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 158 | -65.0% | $7,472 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Blair William & Co/Il | 42 | 0.0% | $1,982 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 28 | 0.0% | $1,321 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Creative Planning | $273,601 | 0.0% |
| Fifth Third Bancorp | $121,136 | 0.0% |
| JPMorgan Chase | $21,031 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $957,726 | war 0.0% |
| Susquehanna International… | $898,836 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 97 Inhaber, 2.20M Anteile, $102.13M 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 ·
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