Wertpapierdatensatz
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31Erfasste Halter
-4Δ Inhaber
27.01MGehaltene Aktien
$554.01MGemeldeter Wert
+0Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -11.4% ·
Aktienfluss +7.4% ·
neue Nettopositionen -12.9%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -4 | 27.01M | $554.01M | — | −4 |
| Q1 2026 | 36 | +1 | 25.16M | $517.99M | +2 | −1 |
| Q4 2025 | 35 | 0 | 23.00M | $480.16M | — | — |
| Q3 2025 | 5 | +1 | 4.22M | $88.06M | +1 | — |
| Q2 2025 | 2 | 0 | 36.30K | $747,718 | — | — |
| Q1 2025 | 1 | 0 | 13.37K | $272,306 | — | — |
| Q4 2024 | 1 | 0 | 165.91K | $3.34M | — | — |
| Q3 2024 | 1 | 0 | 69.47K | $1.46M | — | — |
| Q2 2024 | 1 | — | 82.95K | $1.66M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.86M | +21.0% | $120.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.86M | +21.0% | $120.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 4.85M | +9.2% | $99.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 4.85M | +9.2% | $99.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.72M | -16.3% | $55.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.72M | -16.3% | $55.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 2.41M | +4.7% | $49.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 2.12M | +4.1% | $43.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 1.94M | +15.9% | $39.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.03M | +3.2% | $21.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 1.02M | +9.0% | $20.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 835.67K | +7.0% | $17.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 718.89K | +4.1% | $14.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 718.89K | +4.1% | $14.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 499.98K | -0.4% | $10.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 499.98K | -0.4% | $10.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 481.29K | +28.0% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Lido Advisors, LLC | 416.11K | +2.0% | $8.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Lido Advisors, LLC | 416.11K | +2.0% | $8.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 367.64K | +22.8% | $7.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 359.75K | +255.2% | $7.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 250.40K | +1.4% | $5.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 206.84K | +19.4% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 188.16K | +7.6% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 188.16K | +7.6% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 160.94K | -2.9% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 140.24K | -23.0% | $2.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 125.86K | +34.3% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 102.87K | -2.4% | $2.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Captrust Financial Advisors | 76.05K | +34.0% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 63.57K | +4.4% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Focus Partners Wealth | 34.76K | +192.9% | $712,961 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 12.16K | 0.0% | $249,401 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Us Bancorp \De\ | 12.16K | 0.0% | $249,401 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 11.32K | -85.8% | $232,112 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 11.24K | -2.2% | $230,546 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 1.70K | 0.0% | $34,785 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 1.53K | -46.1% | $31,301 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 1.16K | +94.0% | $23,839 | 0.0% | ▲ Add | 5 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Citadel Advisors | $1.36M | war 0.0% |
| Jane Street Group, Llc | $1.29M | war 0.0% |
| Susquehanna International… | $321,851 | war 0.0% |
| Rockefeller Capital… | $107,778 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 166 Inhaber, 54.80M Anteile, $1.11B 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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