Wertpapierdatensatz
BWX
Name ausstehend – Profil wird eingelesen
43Erfasste Halter
+4Δ Inhaber
12.73MGehaltene Aktien
$276.03MGemeldeter Wert
+6Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.3% ·
Aktienfluss -24.2% ·
neue Nettopositionen +9.3%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +4 | 12.73M | $276.03M | +6 | −2 |
| Q1 2026 | 40 | +1 | 16.79M | $369.71M | +5 | −4 |
| Q4 2025 | 39 | -1 | 13.34M | $300.53M | — | −1 |
| Q3 2025 | 7 | 0 | 3.01M | $69.21M | — | — |
| Q2 2025 | 4 | +1 | 1.11M | $26.15M | +1 | — |
| Q1 2025 | 2 | +1 | 48.61K | $1.06M | +1 | — |
| Q4 2024 | 1 | — | 121.61K | $2.60M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.44M | +6.8% | $74.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.44M | +6.8% | $74.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.44M | +6.8% | $74.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Manufacturers Life Insurance… | 1.74M | -31.9% | $37.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Creative Planning | 1.26M | -7.0% | $27.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Creative Planning | 1.26M | -7.0% | $27.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Jane Street Group, Llc | 1.00M | -65.7% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 697.18K | -19.6% | $15.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 469.48K | -12.0% | $10.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 469.48K | -12.0% | $10.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 469.48K | -12.0% | $10.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Citigroup Inc | 466.78K | +4.8% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citigroup Inc | 466.78K | +4.8% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 419.40K | -6.4% | $9.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 360.23K | -3.7% | $7.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 308.64K | -4.0% | $6.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 302.16K | -11.8% | $6.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 302.16K | -11.8% | $6.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 239.63K | -0.9% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 239.63K | -0.9% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 239.63K | -0.9% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 239.63K | -0.9% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 233.51K | +13.0% | $5.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Alliancebernstein L.P. | 219.92K | Neu | $4.83M | 0.0% | New | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 203.53K | -27.5% | $4.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mackenzie Financial Corp | 173.00K | 0.0% | $3.75M | 0.0% | Held | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 153.74K | +33.5% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 144.54K | -24.4% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 144.54K | -24.4% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 140.36K | +40.3% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cerity Partners LLC | 121.12K | +24.1% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 107.91K | +557.6% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 93.52K | -15.0% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 82.59K | -5.6% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 82.59K | -5.6% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 82.59K | -5.6% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 65.94K | +7.8% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 65.94K | +7.8% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 65.94K | +7.8% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 52.16K | -1.3% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | State Street Global Advisors ✦ (passiv) | 42.78K | -96.1% | $927,384 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 42 | Raymond James Financial Inc | 40.93K | -52.1% | $887,351 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Raymond James Financial Inc | 40.93K | -52.1% | $887,351 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 27.24K | -92.2% | $592,493 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 27.24K | -92.2% | $592,493 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 27.24K | -92.2% | $592,493 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 23.24K | Neu | $503,843 | 0.0% | New | 1 | SEC ↗ |
| 48 | Fifth Third Bancorp | 19.88K | +9.3% | $430,982 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Focus Partners Wealth | 17.69K | +163.3% | $383,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Hrt Financial Lp | 14.18K | -69.4% | $307,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Mariner, LLC | 12.71K | +24.7% | $275,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fisher Asset Management ✦ | 11.30K | Neu | $244,962 | 0.0% | New | 1 | SEC ↗ |
| 53 | Wealth Enhancement Advisory… | 10.02K | Neu | $216,302 | 0.0% | New | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 3.77K | +828.8% | $81,755 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 3.77K | +828.8% | $81,755 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Franklin Resources Inc | 3.17K | -8.7% | $68,726 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 2.40K | -2.4% | $52,032 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 1.08K | +24.0% | $23,335 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 59 | Northwestern Mutual Wealth… | 954 | -12.2% | $20,683 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Us Bancorp \De\ | 737 | Neu | $15,978 | 0.0% | New | 1 | SEC ↗ |
| 61 | BlackRock ✦ (passiv) | 397 | Neu | $8,607 | 0.0% | New | 1 | SEC ↗ |
| 62 | Bnp Paribas Financial Markets | 45 | -55.0% | $976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Alliancebernstein L.P. | $4.83M | 0.0% |
| Citadel Advisors | $503,843 | 0.0% |
| Fisher Asset Management | $244,962 | 0.0% |
| Wealth Enhancement Advisory… | $216,302 | 0.0% |
| Us Bancorp \De\ | $15,978 | 0.0% |
| BlackRock | $8,607 | 0.0% |
Ausgestiegen
| Stifel Financial Corp | $1.19M | war 0.0% |
| Simplex Trading, Llc | $1,119 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 157 Inhaber, 39.23M Anteile, $854.69M 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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