Wertpapierdatensatz · archiviertes Quartal
AGZ
Name ausstehend – Profil wird eingelesen
35Erfasste Halter
-2Δ Inhaber
2.50MGehaltene Aktien
$272.96MGemeldeter Wert
+2Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.4% ·
Aktienfluss +5.1% ·
neue Nettopositionen -5.7%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -2 | 2.50M | $272.96M | +2 | −4 |
| Q1 2026 | 38 | +3 | 2.38M | $260.76M | +4 | −1 |
| Q4 2025 | 35 | +2 | 2.23M | $246.27M | +2 | — |
| Q3 2025 | 3 | -1 | 91.49K | $10.10M | — | −1 |
| Q2 2025 | 2 | 0 | 60.24K | $6.61M | — | — |
| Q1 2025 | 1 | 0 | 35.47K | $3.88M | — | — |
| Q4 2024 | 1 | 0 | 69.91K | $7.55M | — | — |
| Q3 2024 | 1 | +1 | 2.41K | $265,843 | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 503.18K | +0.6% | $54.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Stifel Financial Corp | 478.57K | +7.1% | $52.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Stifel Financial Corp | 478.57K | +7.1% | $52.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Stifel Financial Corp | 478.57K | +7.1% | $52.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 344.35K | +10.2% | $37.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 344.35K | +10.2% | $37.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 344.35K | +10.2% | $37.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 344.35K | +10.2% | $37.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 328.76K | +11.1% | $35.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 328.76K | +11.1% | $35.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 328.76K | +11.1% | $35.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Asset Management One Co., Ltd. | 128.95K | +7.6% | $14.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 104.84K | +7.4% | $11.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 104.84K | +7.4% | $11.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 69.65K | +1.9% | $7.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 67.37K | +4.2% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 66.72K | +1.6% | $7.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 66.72K | +1.6% | $7.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 66.72K | +1.6% | $7.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 63.12K | +2.0% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 63.12K | +2.0% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 63.12K | +2.0% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 53.26K | -2.8% | $5.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 53.26K | -2.8% | $5.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | LPL Financial LLC | 50.78K | +2.4% | $5.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 46.49K | +20.4% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 46.49K | +20.4% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 46.49K | +20.4% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 41.17K | +1738.1% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 36.98K | -3.0% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 36.98K | -3.0% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 19.53K | -2.4% | $2.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Tidal Investments LLC | 17.15K | -18.2% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mirae Asset Global Investments Co.… | 16.09K | 0.0% | $1.76M | 0.0% | Held | 3 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 11.75K | +5.4% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cetera Investment Advisers | 9.02K | -28.4% | $985,513 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 7.04K | -26.9% | $769,150 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 6.47K | +4.1% | $708,827 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 6.47K | +4.1% | $708,827 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 6.47K | +4.1% | $708,827 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 4.72K | +7.2% | $515,567 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Jane Street Group, Llc | 3.83K | -80.0% | $418,638 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 2.95K | -70.3% | $322,803 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 2.80K | -43.8% | $305,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Deutsche Bank Ag\ | 2.80K | -43.8% | $305,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 2.80K | -43.8% | $305,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Captrust Financial Advisors | 2.32K | Neu | $253,904 | 0.0% | New | 1 | SEC ↗ |
| 48 | Royal Bank Of Canada | 2.20K | -2.1% | $241,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Royal Bank Of Canada | 2.20K | -2.1% | $241,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Royal Bank Of Canada | 2.20K | -2.1% | $241,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Mariner, LLC | 2.07K | Neu | $226,639 | 0.0% | New | 1 | SEC ↗ |
| 52 | Corient Private Wealth LP | 2.00K | 0.0% | $218,007 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 1.41K | +528.4% | $154,847 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Fifth Third Bancorp | 1.20K | -41.1% | $131,568 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 677 | +72.7% | $73,985 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 270 | +44.4% | $29,533 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | Assetmark, Inc | 230 | +400.0% | $25,124 | 0.0% | ▲ Add | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Captrust Financial Advisors | $253,904 | 0.0% |
| Mariner, LLC | $226,639 | 0.0% |
Ausgestiegen
| Cerity Partners LLC | $1.27M | war 0.0% |
| Focus Partners Wealth | $346,907 | war 0.0% |
| Goldman Sachs Group | $308,395 | war 0.0% |
| Franklin Resources Inc | $8,338 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 145 Inhaber, 3.69M Anteile, $404.03M 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: Q2 2026 ·
Methodik ·
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