BWZ
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.0% ·
Aktienfluss +25.6% ·
neue Nettopositionen -4.2%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -1 | 2.50M | $66.75M | +2 | −3 |
| Q1 2026 | 25 | +3 | 1.99M | $53.48M | +5 | −2 |
| Q4 2025 | 22 | 0 | 2.93M | $80.45M | +1 | −1 |
| Q3 2025 | 2 | +1 | 28.57K | $794,737 | +1 | — |
| Q2 2024 | 1 | — | 17.73K | $454,674 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 859.97K | Neu | $23.00M | 0.0% | New | 1 | SEC ↗ |
| 2 | UBS Group AG | 262.76K | +36.1% | $7.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 214.51K | +0.8% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 214.51K | +0.8% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 214.51K | +0.8% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 162.11K | +0.3% | $4.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 162.11K | +0.3% | $4.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Creative Planning | 136.07K | +5.6% | $3.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 123.85K | +10.2% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Quantinno Capital Management LP | 99.92K | -1.1% | $2.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 99.56K | +699.2% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 99.48K | +1.3% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 85.51K | -23.9% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 85.51K | -23.9% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 67.16K | -24.8% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 67.16K | -24.8% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 66.36K | -39.3% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 60.28K | -8.8% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 48.07K | +43.1% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 29.87K | -15.6% | $799,031 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 29.87K | -15.6% | $799,031 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 21.66K | -41.0% | $579,352 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 17.48K | Neu | $467,510 | 0.0% | New | 1 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 17.35K | -9.3% | $464,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Hrt Financial Lp | 9.49K | +17.2% | $253,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 7.95K | 0.0% | $212,671 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cerity Partners LLC | 7.95K | 0.0% | $212,671 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 4.99K | -7.1% | $133,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 440 | +3.5% | $11,770 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 368 | +0.6% | $9,850 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 113 | 0.0% | $3,011 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $23.00M | 0.0% |
| HighTower Advisors, LLC | $467,510 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $7.25M | war 0.0% |
| Ameriprise Financial Inc | $2.94M | war 0.0% |
| Susquehanna International… | $1.71M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 74 Inhaber, 11.00M Anteile, $288.22M 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.