BJUL
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.6% ·
Aktienfluss +14.6% ·
neue Nettopositionen -5.9%
— 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 | 17 | -1 | 1.13M | $61.17M | +2 | −3 |
| Q1 2026 | 19 | 0 | 1.00M | $49.69M | +4 | −4 |
| Q4 2025 | 19 | -1 | 1.15M | $58.39M | — | −1 |
| Q3 2025 | 3 | 0 | 33.98K | $1.69M | — | — |
| Q2 2025 | 1 | +1 | 20.60K | $970,784 | +1 | — |
| Q3 2024 | 1 | 0 | 19.55K | $854,162 | — | — |
| Q2 2024 | 1 | — | 13.28K | $554,755 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 218.96K | +9.8% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 175.38K | +31.2% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 175.38K | +31.2% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cerity Partners LLC | 165.52K | +2.1% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 165.52K | +2.1% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cerity Partners LLC | 165.52K | +2.1% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 162.97K | -1.1% | $8.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 101.26K | +1.3% | $5.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 83.72K | +1543.9% | $4.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 62.11K | +35.3% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 43.84K | -21.3% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 37.22K | -13.8% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 37.22K | -13.8% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Blair William & Co/Il | 24.52K | -5.9% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 18.56K | -22.1% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 17.75K | +880.4% | $964,630 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 17.75K | +880.4% | $964,630 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Captrust Financial Advisors | 7.67K | -0.7% | $416,340 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 3.68K | Neu | $200,078 | 0.0% | New | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.02K | 0.0% | $109,761 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 468 | 0.0% | $25,417 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Barclays Plc | 37 | Neu | $2,009 | 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
| Truist Financial Corp | $200,078 | 0.0% |
| Barclays Plc | $2,009 | 0.0% |
Ausgestiegen
| Citadel Advisors | $436,737 | war 0.0% |
| Jones Financial Companies Lllp | $38,079 | war 0.0% |
| UBS Group AG | $29,116 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 121 Inhaber, 3.61M Anteile, $152.32M 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.