CRF
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -8.7% ·
Aktienfluss +13.9% ·
neue Nettopositionen -9.5%
— 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 | 21 | -2 | 5.63M | $40.41M | +2 | −4 |
| Q1 2026 | 24 | 0 | 4.94M | $34.34M | +5 | −5 |
| Q4 2025 | 24 | +2 | 4.67M | $37.40M | +2 | — |
| Q3 2025 | 4 | -2 | 294.93K | $2.37M | — | −2 |
| Q2 2025 | 5 | +2 | 100.70K | $780,452 | +2 | — |
| Q1 2025 | 1 | 0 | 87.23K | $626,352 | +1 | −1 |
| Q4 2024 | 1 | 0 | 10.45K | $90,767 | — | — |
| Q3 2024 | 1 | -1 | 34.34K | $277,770 | — | −1 |
| Q2 2024 | 2 | — | 88.10K | $691,609 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.10M | +6.1% | $15.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.20M | +36.2% | $8.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.20M | +36.2% | $8.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.01M | +18.9% | $7.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.01M | +18.9% | $7.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 265.42K | +13.7% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 237.68K | +2.6% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 237.68K | +2.6% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 186.64K | +4.1% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 172.31K | +6.1% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 95.99K | +826.6% | $689,223 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 67.54K | Neu | $484,966 | 0.0% | New | 1 | SEC ↗ |
| 13 | Creative Planning | 61.53K | Neu | $441,789 | 0.0% | New | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 50.41K | +2.0% | $361,984 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 46.76K | +6.6% | $335,759 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Toronto Dominion Bank | 30.00K | -8.0% | $215,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passiv) | 29.83K | 0.0% | $214,205 | 0.0% | Held | 5 | SEC ↗ |
| 18 | Mariner, LLC | 19.34K | -10.4% | $138,875 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 16.80K | +132.8% | $120,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 16.80K | +132.8% | $120,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 16.80K | +132.8% | $120,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 15.60K | +32.3% | $112,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 14.85K | 0.0% | $106,652 | 0.0% | Held | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 3.42K | +6.0% | $24,405 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 3.06K | -7.7% | $21,992 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 4 | +300.0% | $26 | 0.0% | ▲ Add | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $484,966 | 0.0% |
| Creative Planning | $441,789 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $839,233 | war 0.0% |
| Cerity Partners LLC | $285,331 | war 0.0% |
| Hrt Financial Lp | $127,000 | war 0.0% |
| Mercer Global Advisors Inc… | $111,961 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 94 Inhaber, 26.34M Anteile, $138.00M 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.