BAPR
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +30.0% ·
Aktienfluss +7.4% ·
neue Nettopositionen +20.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +5 | 3.62M | $192.68M | +5 | — |
| Q1 2026 | 17 | +1 | 3.39M | $165.98M | +2 | −1 |
| Q4 2025 | 16 | -1 | 3.40M | $163.14M | — | −1 |
| Q3 2025 | 4 | 0 | 43.68K | $2.05M | — | — |
| Q2 2025 | 1 | — | 110 | $4,971 | — | — |
| Q4 2024 | 1 | 0 | 10.18K | $451,031 | — | — |
| Q3 2024 | 1 | 0 | 16.96K | $735,555 | — | — |
| Q2 2024 | 1 | — | 10.68K | $442,947 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 2.14M | -2.3% | $114.23M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cerity Partners LLC | 519.84K | +49.1% | $27.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 184.99K | +22.7% | $9.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 175.97K | -1.0% | $9.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 123.92K | +14.1% | $6.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 108.09K | +31.6% | $5.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 89.42K | -3.4% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 79.88K | +1.8% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 70.91K | -1.3% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 40.20K | +163.0% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Hrt Financial Lp | 19.25K | Neu | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 17.73K | -23.1% | $944,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 9.43K | +57.9% | $500,273 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 14 | Focus Partners Wealth | 8.71K | +1.2% | $463,682 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 8.62K | Neu | $458,941 | 0.0% | New | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 7.96K | -19.3% | $423,737 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 5.16K | Neu | $276,525 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.76K | 0.0% | $93,897 | 0.0% | Held | 4 | SEC ↗ |
| 19 | Barclays Plc | 1.00K | Neu | $53,367 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 118 | 0.0% | $6,262 | 0.0% | Held | 5 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 74 | Neu | $3,941 | 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
| Hrt Financial Lp | $1.02M | 0.0% |
| Susquehanna International… | $458,941 | 0.0% |
| Wealth Enhancement Advisory… | $276,525 | 0.0% |
| Barclays Plc | $53,367 | 0.0% |
| Northwestern Mutual Wealth… | $3,941 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 107 Inhaber, 5.80M Anteile, $260.34M 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.