Wertpapierdatensatz · archiviertes Quartal
XTL
Name ausstehend – Profil wird eingelesen
32Erfasste Halter
+4Δ Inhaber
942.68KGehaltene Aktien
$177.19MGemeldeter Wert
+5Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +14.3% ·
Aktienfluss +30.0% ·
neue Nettopositionen +12.5%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +8 | 861.31K | $195.86M | +10 | −2 |
| Q1 2026 | 32 | +4 | 942.68K | $177.19M | +5 | −1 |
| Q4 2025 | 28 | 0 | 669.57K | $102.59M | — | — |
| Q3 2025 | 6 | 0 | 148.36K | $20.76M | — | — |
| Q2 2025 | 3 | +1 | 26.86K | $3.15M | +1 | — |
| Q1 2025 | 1 | +1 | 5.67K | $566,915 | +1 | — |
| Q2 2024 | 1 | — | 8.43K | $650,304 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 250.14K | +12.9% | $47.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 133.16K | +25.6% | $25.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 133.16K | +25.6% | $25.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bnp Paribas Financial Markets | 100.00K | Neu | $18.81M | 0.0% | New | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 91.95K | +109.2% | $17.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 80.92K | +6.5% | $15.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 80.92K | +6.5% | $15.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 39.58K | +15.2% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 39.58K | +15.2% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 31.88K | -38.9% | $6.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 31.88K | -38.9% | $6.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 29.49K | -21.8% | $5.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 25.00K | -0.5% | $4.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Hsbc Holdings Plc | 25.00K | Neu | $4.63M | 0.0% | New | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 20.80K | +35.5% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 18.94K | +1.6% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 16.80K | +33.2% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 14.17K | Neu | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 14.17K | Neu | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 13.60K | +708.0% | $2.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 12.50K | +502.0% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 10.52K | Neu | $1.98M | 0.0% | New | 1 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 5.67K | 0.0% | $1.07M | 0.0% | Held | 5 | SEC ↗ |
| 24 | Citigroup Inc | 5.41K | +1.2% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 3.82K | +107.4% | $719,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 3.82K | +107.4% | $719,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 3.23K | +26.4% | $606,464 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 2.38K | +583.0% | $447,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 2.38K | +583.0% | $447,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.73K | -0.4% | $314,687 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.73K | -0.4% | $314,687 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.73K | -0.4% | $314,687 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 1.56K | Neu | $293,186 | 0.0% | New | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 1.55K | +0.3% | $291,334 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.14K | +2.5% | $213,874 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.08K | -28.9% | $203,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 1.08K | -28.9% | $203,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 396 | +16.5% | $74,557 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Blair William & Co/Il | 206 | 0.0% | $38,740 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 31 | 0.0% | $5,830 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 16 | -20.0% | $3,099 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 16 | 0.0% | $3,009 | 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
| Bnp Paribas Financial Markets | $18.81M | 0.0% |
| Hsbc Holdings Plc | $4.63M | 0.0% |
| Jane Street Group, Llc | $2.66M | 0.0% |
| Jane Street Group, Llc | $2.66M | 0.0% |
| Truist Financial Corp | $1.98M | 0.0% |
| Bank Of Montreal /Can/ | $293,186 | 0.0% |
Ausgestiegen
| Wells Fargo & Company/Mn | $1,685 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 94 Inhaber, 1.39M Anteile, $249.57M 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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