Wertpapierdatensatz
AVIV
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
+1Δ Inhaber
6.96MGehaltene Aktien
$537.70MGemeldeter Wert
+4Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.1% ·
Aktienfluss +30.0% ·
neue Nettopositionen +3.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +1 | 6.96M | $537.70M | +4 | −3 |
| Q1 2026 | 33 | +4 | 4.98M | $371.85M | +6 | −2 |
| Q4 2025 | 29 | +1 | 3.97M | $283.14M | +2 | −1 |
| Q3 2025 | 3 | -1 | 41.08K | $2.77M | — | −1 |
| Q2 2025 | 2 | 0 | 32.50K | $2.02M | — | — |
| Q1 2025 | 2 | +1 | 76.73K | $4.35M | +1 | — |
| Q4 2024 | 1 | 0 | 21.00K | $1.09M | — | — |
| Q3 2024 | 1 | 0 | 6.09K | $341,925 | +1 | −1 |
| Q2 2024 | 1 | — | 70.66K | $3.71M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 3.70M | +15.6% | $286.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 866.18K | Neu | $67.06M | 0.0% | New | 1 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 596.32K | +117.2% | $46.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 460.58K | +31.6% | $35.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 354.32K | +31.5% | $27.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 173.16K | +55.8% | $13.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 113.30K | +412.9% | $8.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 100.41K | +12.7% | $7.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Focus Partners Wealth | 91.50K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Jane Street Group, Llc | 90.00K | -6.0% | $6.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 67.95K | +6.1% | $5.26M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 64.42K | +10.5% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Corient Private Wealth LP | 53.79K | -12.6% | $4.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 68.04K | Neu | $3.98M | 0.0% | New | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 29.70K | +50.0% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 29.70K | +50.0% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Creative Planning | 29.68K | -0.2% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 19.39K | +8.9% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 13.47K | +19.0% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 10.34K | +87.3% | $800,858 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 8.87K | +38.1% | $686,738 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 8.77K | Neu | $679,283 | 0.0% | New | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 8.77K | Neu | $679,283 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 8.54K | +0.3% | $661,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 8.38K | -5.1% | $649,089 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 6.83K | +5.3% | $528,650 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 6.58K | +246.1% | $509,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 6.58K | +246.1% | $509,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 4.80K | +0.8% | $372,003 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 4.80K | +0.8% | $372,003 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 2.96K | +169.1% | $229,163 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 2.22K | -8.5% | $171,949 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.97K | +329.1% | $152,809 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 1.76K | -52.6% | $136,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 1.76K | -52.6% | $136,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 462 | 0.0% | $35,722 | 0.0% | Held | 3 | SEC ↗ |
| 37 | UBS Group AG | 166 | -44.1% | $12,852 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 16 | Neu | $1,239 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Bank Of America Corp /De/ | $67.06M | 0.0% |
| Truist Financial Corp | $3.98M | 0.0% |
| Ameriprise Financial Inc | $679,283 | 0.0% |
| Ameriprise Financial Inc | $679,283 | 0.0% |
| Assetmark, Inc | $1,239 | 0.0% |
Ausgestiegen
| Citadel Advisors | $1.44M | war 0.0% |
| Qube Research & Technologies… | $79,245 | war 0.0% |
| Us Bancorp \De\ | $4,789 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 180 Inhaber, 12.53M Anteile, $925.29M 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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