AVK
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -14.3% ·
Aktienfluss +4.6% ·
neue Nettopositionen -16.7%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -4 | 4.99M | $65.42M | +1 | −5 |
| Q1 2026 | 29 | +6 | 4.78M | $53.34M | +6 | — |
| Q4 2025 | 23 | 0 | 4.55M | $57.07M | — | — |
| Q3 2025 | 2 | — | 527.08K | $6.74M | — | — |
| Q1 2025 | 1 | +1 | 19.12K | $220,465 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.78M | +11.3% | $23.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.78M | +11.3% | $23.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.78M | +11.3% | $23.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 882.00K | +2.5% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 882.00K | +2.5% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 528.82K | -1.4% | $6.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 516.34K | -4.9% | $6.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 516.34K | -4.9% | $6.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 516.34K | -4.9% | $6.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 516.34K | -4.9% | $6.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 285.98K | -0.3% | $3.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 190.98K | +2322.4% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 159.50K | -2.8% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Creative Planning | 140.16K | -0.6% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 117.64K | +17.5% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 109.79K | +5.3% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 109.79K | +5.3% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 65.02K | +7.5% | $851,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 63.23K | +12.4% | $828,338 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 42.06K | +7.5% | $550,990 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 28.82K | +0.2% | $376,321 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 19.54K | +3.2% | $256,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 19.45K | 0.0% | $254,808 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 19.45K | 0.0% | $254,808 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 19.29K | +5.0% | $252,738 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Millennium Management ✦ | 11.99K | -77.6% | $157,095 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | IMC-Chicago, LLC | 10.71K | Neu | $140,366 | 0.0% | New | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 1.47K | 0.0% | $19,309 | 0.0% | Held | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 400 | 0.0% | $5,216 | 0.0% | Held | 4 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 279 | -60.8% | $3,659 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 262 | 0.0% | $3,432 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 72 | -99.8% | $1,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| IMC-Chicago, LLC | $140,366 | 0.0% |
Ausgestiegen
| Susquehanna International… | $289,881 | war 0.0% |
| Hrt Financial Lp | $286,000 | war 0.0% |
| Jane Street Group, Llc | $279,011 | war 0.0% |
| Invesco Ltd. | $190,747 | war 0.0% |
| Jones Financial Companies Lllp | $5,270 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 108 Inhaber, 12.17M Anteile, $103.17M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.