Wertpapierdatensatz · archiviertes Quartal
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Name ausstehend – Profil wird eingelesen
43Erfasste Halter
-3Δ Inhaber
5.27MGehaltene Aktien
$201.21MGemeldeter Wert
+3Neue Positionen
−7Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -6.5% ·
Aktienfluss -8.7% ·
neue Nettopositionen -9.3%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | -3 | 5.27M | $201.21M | +3 | −7 |
| Q1 2026 | 48 | +5 | 5.90M | $148.11M | +10 | −5 |
| Q4 2025 | 43 | 0 | 5.35M | $162.89M | — | — |
| Q3 2025 | 5 | -1 | 1.47M | $51.86M | +1 | −2 |
| Q2 2025 | 4 | 0 | 28.37K | $1.05M | — | — |
| Q1 2025 | 2 | +1 | 31.63K | $1.02M | +1 | — |
| Q4 2024 | 1 | -2 | 23.26K | $746,285 | — | −2 |
| Q3 2024 | 3 | +1 | 71.17K | $2.20M | +2 | −1 |
| Q2 2024 | 2 | — | 20.43K | $604,201 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.21M | -6.3% | $46.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 901.71K | -18.3% | $34.44M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 3 | UBS Group AG | 457.85K | +122.5% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 399.50K | +32.5% | $15.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Citadel Advisors ✦ | 270.85K | +126.8% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 261.79K | +20.0% | $10.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 259.67K | +42.0% | $9.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Cetera Investment Advisers | 232.10K | +0.8% | $8.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 231.06K | -15.1% | $8.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 165.62K | +21.8% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Susquehanna International Group, Llp | 109.81K | -54.2% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 103.63K | -7.2% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Mirae Asset Global Investments Co.… | 91.66K | -51.1% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 88.25K | +27.8% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Mml Investors Services, Llc | 59.69K | +14.7% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 54.19K | +41.2% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 53.95K | -47.9% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 18 | Commonwealth Equity Services, Llc | 51.64K | -3.7% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 35.47K | -17.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 20 | Ameriprise Financial Inc | 33.96K | +61.4% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 22.01K | -27.2% | $839,069 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 19.51K | +15.7% | $745,242 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Tidal Investments LLC | 18.25K | +46.8% | $697,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Group One Trading Llc | 17.89K | -58.1% | $683,372 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 16.33K | +254.1% | $622,479 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Simplex Trading, Llc | 15.21K | -91.1% | $580,869 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 14.58K | Neu | $556,772 | 0.0% | New | 1 | SEC ↗ |
| 28 | IMC-Chicago, LLC | 14.56K | -80.7% | $556,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 11.00K | -4.1% | $420,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Cibc World Market Inc. | 9.47K | 0.0% | $361,697 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 8.77K | -37.0% | $334,736 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 6.94K | 0.0% | $265,054 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 33 | Wealth Enhancement Advisory… | 6.68K | -20.3% | $263,181 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Creative Planning | 6.07K | Neu | $231,887 | 0.0% | New | 1 | SEC ↗ ×2 |
| 35 | Mercer Global Advisors Inc /Adv | 5.35K | Neu | $204,194 | 0.0% | New | 1 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 4.22K | +27.8% | $165,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 2.85K | +73.7% | $108,848 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Us Bancorp \De\ | 629 | 0.0% | $24,022 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 613 | +12.5% | $23,401 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 450 | -23.5% | $15,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 300 | -68.4% | $11,457 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 171 | 0.0% | $6,530 | 0.0% | Held | 3 | SEC ↗ |
| 43 | BlackRock ✦ (passiv) | 1 | 0.0% | $43 | 0.0% | Held | 5 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $556,772 | 0.0% |
| Creative Planning | $231,887 | 0.0% |
| Mercer Global Advisors Inc… | $204,194 | 0.0% |
Ausgestiegen
| Tudor Investment Corp Et Al | $4.10M | war 0.0% |
| Hrt Financial Lp | $3.53M | war 0.0% |
| HighTower Advisors, LLC | $3.09M | war 0.0% |
| Jane Street Group, Llc | $1.76M | war 0.0% |
| Point72 Asset Management | $241,006 | war 0.0% |
| Qube Research & Technologies… | $54,639 | war 0.0% |
| Optiver Holding B.V. | $50,220 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 195 Inhaber, 14.01M Anteile, $298.75M 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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