BSMS
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +8.0% ·
Aktienfluss +5.7% ·
neue Nettopositionen +7.4%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 525.67K | +2.8% | $12.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 431.87K | +7.6% | $10.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 422.30K | +21.2% | $9.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 418.58K | +5.2% | $9.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Truist Financial Corp | 324.17K | +7.6% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 299.58K | +2.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 216.23K | +9.5% | $5.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 186.08K | -29.6% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 172.74K | +33.2% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 169.85K | +47.5% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 163.76K | -1.7% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 137.94K | +7.3% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 109.32K | +50.1% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 100.73K | +29.8% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 79.60K | +14.4% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 65.51K | +22.2% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 61.15K | Neu | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 18 | Lido Advisors, LLC | 55.68K | +2.8% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Brown Advisory Inc | 46.96K | 0.0% | $1.10M | 0.0% | Held | 3 | SEC ↗ |
| 20 | Captrust Financial Advisors | 39.99K | -2.9% | $937,346 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 33.50K | +95.1% | $785,196 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 27.75K | +59.7% | $650,343 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 25.88K | -21.3% | $606,514 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 22.88K | +22.9% | $536,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Creative Planning | 16.01K | Neu | $375,228 | 0.0% | New | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 7.10K | Neu | $166,330 | 0.0% | New | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 2.47K | Neu | $57,915 | 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
| Citadel Advisors | $1.43M | 0.0% |
| Creative Planning | $375,228 | 0.0% |
| Assetmark, Inc | $166,330 | 0.0% |
| Pnc Financial Services Group… | $57,915 | 0.0% |
Ausgestiegen
| Focus Partners Wealth | $2.56M | war 0.0% |
| Jane Street Group, Llc | $1.74M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 126 Inhaber, 7.99M Anteile, $183.87M 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.