CSHI
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.2% ·
Aktienfluss +30.0% ·
neue Nettopositionen +5.9%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +1 | 2.10M | $104.72M | +2 | −1 |
| Q1 2026 | 17 | +3 | 1.44M | $71.59M | +3 | — |
| Q4 2025 | 14 | 0 | 1.08M | $53.83M | — | — |
| Q3 2025 | 2 | -1 | 12.87K | $639,885 | — | −1 |
| Q2 2025 | 2 | 0 | 8.94K | $444,537 | — | — |
| Q1 2025 | 1 | +1 | 14.80K | $734,574 | +1 | — |
| Q2 2024 | 1 | — | 4.80K | $239,047 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 685.49K | +64.0% | $34.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 531.01K | +230.5% | $26.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 531.01K | +230.5% | $26.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 409.85K | +4.0% | $20.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 202.93K | +37.4% | $10.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 104.36K | +13.3% | $5.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 42.37K | +2.8% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 34.99K | -0.4% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 31.68K | +83.6% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 17.61K | Neu | $877,997 | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 15.46K | +54.3% | $769,956 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 15.46K | +54.3% | $769,956 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 15.02K | -3.7% | $748,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 6.56K | -36.9% | $326,701 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 4.89K | -40.6% | $243,418 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 105 | 0.0% | $5,000 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 33 | Neu | $1,642 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1 | -99.9% | $63 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | 0.0% | $38 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Wealth Enhancement Advisory… | $877,997 | 0.0% |
| Jones Financial Companies Lllp | $1,642 | 0.0% |
Ausgestiegen
| Citadel Advisors | $1.75M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 112 Inhaber, 7.73M Anteile, $384.12M 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.