Wertpapierdatensatz · archiviertes Quartal
BST
Name ausstehend – Profil wird eingelesen
32Erfasste Halter
+3Δ Inhaber
4.46MGehaltene Aktien
$226.26MGemeldeter Wert
+4Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.3% ·
Aktienfluss +2.3% ·
neue Nettopositionen +9.4%
— 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 | 32 | +3 | 4.46M | $226.26M | +4 | −1 |
| Q1 2026 | 30 | 0 | 4.36M | $158.59M | +3 | −3 |
| Q4 2025 | 30 | +1 | 4.45M | $180.46M | +1 | — |
| Q3 2025 | 3 | — | 1.28M | $52.97M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.43M | +11.3% | $72.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.43M | +11.3% | $72.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 787.62K | +0.5% | $39.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 787.62K | +0.5% | $39.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 787.62K | +0.5% | $39.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 483.27K | +18.3% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 483.27K | +18.3% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 278.63K | +1.4% | $14.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 266.63K | -31.3% | $13.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 266.63K | -31.3% | $13.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 266.63K | -31.3% | $13.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 265.29K | -3.0% | $13.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 265.29K | -3.0% | $13.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 265.29K | -3.0% | $13.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 265.29K | -3.0% | $13.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 198.50K | -29.1% | $10.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 198.50K | -29.1% | $10.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 145.38K | +3.7% | $7.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 145.38K | +3.7% | $7.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | First Trust Advisors Lp | 83.34K | -0.9% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 82.91K | -17.4% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 82.91K | -17.4% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 82.91K | -17.4% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 68.19K | +17.8% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 67.60K | +12.3% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 39.82K | +300.6% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 38.98K | -1.4% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 35.92K | +251.8% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Jane Street Group, Llc | 35.92K | +251.8% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 34.70K | +18.9% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 32.56K | -2.0% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 32.56K | -2.0% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 30.52K | +1.0% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 22.74K | +7.3% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Focus Partners Wealth | 11.41K | +60.1% | $578,741 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 10.02K | Neu | $508,216 | 0.0% | New | 1 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 8.57K | +4.0% | $434,744 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mariner, LLC | 6.93K | Neu | $351,483 | 0.0% | New | 1 | SEC ↗ |
| 39 | Captrust Financial Advisors | 6.68K | 0.0% | $338,540 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Brown Advisory Inc | 5.14K | Neu | $260,447 | 0.0% | New | 1 | SEC ↗ |
| 41 | Corient Private Wealth LP | 5.00K | -15.2% | $253,753 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Creative Planning | 4.93K | -13.2% | $249,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 3.18K | -37.5% | $161,428 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 2.95K | -59.9% | $149,674 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 2.95K | -59.9% | $149,674 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Fifth Third Bancorp | 2.31K | +7.5% | $117,089 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.39K | 0.0% | $68,398 | 0.0% | Held | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.39K | 0.0% | $68,398 | 0.0% | Held | 4 | SEC ↗ |
| 49 | Assetmark, Inc | 200 | Neu | $10,142 | 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 | $508,216 | 0.0% |
| Mariner, LLC | $351,483 | 0.0% |
| Brown Advisory Inc | $260,447 | 0.0% |
| Assetmark, Inc | $10,142 | 0.0% |
Ausgestiegen
| Jones Financial Companies Lllp | $22,643 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 118 Inhaber, 7.27M Anteile, $251.09M 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 ·
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