CDX
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.9% ·
Aktienfluss -5.0% ·
neue Nettopositionen +5.6%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +1 | 2.94M | $62.00M | +4 | −3 |
| Q1 2026 | 18 | -1 | 3.10M | $66.13M | +3 | −4 |
| Q4 2025 | 19 | -1 | 3.49M | $77.76M | — | −1 |
| Q3 2025 | 3 | +1 | 54.91K | $1.26M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.66M | +10.6% | $34.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 367.96K | -37.3% | $7.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 250.09K | +2.9% | $5.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 250.09K | +2.9% | $5.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 250.09K | +2.9% | $5.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 250.09K | +2.9% | $5.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Focus Partners Wealth | 199.62K | +1.8% | $4.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 172.02K | -9.2% | $3.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 60.28K | -44.0% | $1.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | TD Waterhouse Canada Inc. | 54.50K | +12.1% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cibc World Market Inc. | 46.45K | +0.8% | $981,024 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 44.21K | +2.6% | $933,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 21.96K | +92.6% | $463,766 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 17.65K | Neu | $372,789 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 14.69K | +53.6% | $310,150 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Hrt Financial Lp | 12.61K | Neu | $266,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 8.10K | 0.0% | $171,072 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 8.10K | 0.0% | $171,072 | 0.0% | Held | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 7.80K | Neu | $163,878 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 7.80K | Neu | $163,878 | 0.0% | New | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.66K | Neu | $35,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 554 | +0.2% | $11,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 554 | +0.2% | $11,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1 | -98.9% | $29 | 0.0% | ▼ Trim | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Bank Of America Corp /De/ | $372,789 | 0.0% |
| Hrt Financial Lp | $266,000 | 0.0% |
| JPMorgan Chase | $163,878 | 0.0% |
| JPMorgan Chase | $163,878 | 0.0% |
| Royal Bank Of Canada | $35,000 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $2.14M | war 0.0% |
| UBS Group AG | $36,193 | war 0.0% |
| Assetmark, Inc | $2,433 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 88 Inhaber, 14.75M Anteile, $304.38M 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.