Wertpapierdatensatz
BGR
Name ausstehend – Profil wird eingelesen
28Erfasste Halter
+2Δ Inhaber
3.62MGehaltene Aktien
$53.68MGemeldeter Wert
+3Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.7% ·
Aktienfluss +0.5% ·
neue Nettopositionen +7.1%
— 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 | 28 | +2 | 3.62M | $53.68M | +3 | −1 |
| Q1 2026 | 27 | +2 | 3.60M | $62.31M | +4 | −2 |
| Q4 2025 | 25 | 0 | 3.30M | $44.66M | — | — |
| Q3 2025 | 1 | — | 1.14M | $15.51M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.22M | -14.1% | $18.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.22M | -14.1% | $18.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.22M | -14.1% | $18.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.22M | -14.1% | $18.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Invesco Ltd. | 438.33K | +13.3% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 438.33K | +13.3% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 403.50K | +3.5% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 403.50K | +3.5% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 266.99K | -11.3% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 266.99K | -11.3% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Allspring Global Investments… | 237.87K | +1449.2% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 205.38K | -12.8% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 205.38K | -12.8% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 188.14K | +3.0% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 143.63K | +12.0% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 143.63K | +12.0% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 140.30K | +1.3% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 140.30K | +1.3% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 68.87K | +2.3% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 68.87K | +2.3% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 65.46K | +1.6% | $970,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 42.24K | +1.7% | $655,579 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Creative Planning | 35.85K | -1.4% | $531,297 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 21.33K | +40.3% | $316,077 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 20.03K | -38.6% | $296,872 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 16.14K | -25.6% | $239,166 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mariner, LLC | 15.86K | Neu | $235,016 | 0.0% | New | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 14.16K | -6.7% | $209,862 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 13.19K | +2.3% | $195,534 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 12.88K | +2.7% | $190,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 11.73K | +11.5% | $173,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 11.34K | Neu | $168,029 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 11.03K | -10.1% | $163,435 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 5.81K | 0.0% | $86,119 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 5.81K | 0.0% | $86,119 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 5.81K | 0.0% | $86,119 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 5.31K | 0.0% | $78,661 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 3.22K | +44.6% | $47,676 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 3.03K | 0.0% | $44,845 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 1.25K | Neu | $18,510 | 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
| Mariner, LLC | $235,016 | 0.0% |
| Susquehanna International… | $168,029 | 0.0% |
| Northwestern Mutual Wealth… | $18,510 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $824,908 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 85 Inhaber, 5.92M Anteile, $101.22M 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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