Wertpapierdatensatz
DFAR
Name ausstehend – Profil wird eingelesen
35Erfasste Halter
+4Δ Inhaber
8.32MGehaltene Aktien
$217.74MGemeldeter Wert
+7Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +12.9% ·
Aktienfluss -10.8% ·
neue Nettopositionen +8.6%
— 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 | 35 | +4 | 8.32M | $217.74M | +7 | −4 |
| Q1 2026 | 32 | +2 | 12.02M | $288.87M | +3 | −1 |
| Q4 2025 | 30 | +2 | 11.51M | $263.53M | +2 | — |
| Q3 2025 | 2 | -1 | 14.63K | $348,920 | — | −1 |
| Q2 2025 | 1 | 0 | 10.34K | $242,483 | — | — |
| Q1 2025 | 1 | 0 | 14.36K | $341,337 | +1 | −1 |
| Q4 2024 | 1 | 0 | 26.52K | $617,144 | — | — |
| Q3 2024 | 1 | 0 | 21.40K | $548,670 | +1 | −1 |
| Q2 2024 | 1 | — | 45.89K | $1.01M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.37M | -5.8% | $88.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Prudential Financial Inc | 2.01M | -8.6% | $52.63M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 420.81K | -8.2% | $11.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 412.32K | +7.9% | $10.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 323.80K | +1751.5% | $8.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 233.22K | +10.0% | $6.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 184.95K | +1.0% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 174.21K | +2.4% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 156.59K | +36.9% | $4.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Creative Planning | 154.58K | -3.1% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 120.45K | +26.5% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Renaissance Technologies ✦ | 110.90K | Neu | $2.90M | 0.0% | New | 1 | SEC ↗ |
| 13 | Northern Trust Corp | 108.35K | Neu | $2.83M | 0.0% | New | 1 | SEC ↗ ×2 |
| 14 | Wealth Enhancement Advisory… | 97.71K | +5.3% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 92.57K | -1.7% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 84.52K | +230.4% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Corient Private Wealth LP | 48.63K | -2.9% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Sei Investments Co | 42.68K | +14.8% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 39.44K | +4.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Quantinno Capital Management LP | 27.07K | +9.8% | $708,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mariner, LLC | 21.21K | +89.5% | $554,817 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Cerity Partners LLC | 19.25K | +0.1% | $504,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 13.72K | Neu | $359,011 | 0.0% | New | 1 | SEC ↗ |
| 24 | Hrt Financial Lp | 11.49K | Neu | $300,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 9.44K | -24.7% | $251,369 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Chevy Chase Trust Holdings, LLC | 8.98K | 0.0% | $235,021 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 7.86K | Neu | $205,513 | 0.0% | New | 1 | SEC ↗ ×2 |
| 28 | Qube Research & Technologies Ltd | 7.62K | Neu | $199,339 | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 6.06K | 0.0% | $158,530 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 2.63K | +489.3% | $70,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 1.18K | 0.0% | $30,816 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 797 | 0.0% | $20,862 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 33 | Assetmark, Inc | 763 | +51.7% | $19,960 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 90 | 0.0% | $2,354 | 0.0% | Held | 3 | SEC ↗ |
| 35 | UBS Group AG | 2 | Neu | $52 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Renaissance Technologies | $2.90M | 0.0% |
| Northern Trust Corp | $2.83M | 0.0% |
| AQR Capital Management | $359,011 | 0.0% |
| Hrt Financial Lp | $300,000 | 0.0% |
| Stifel Financial Corp | $205,513 | 0.0% |
| Qube Research & Technologies… | $199,339 | 0.0% |
| UBS Group AG | $52 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $63.73M | war 0.1% |
| Two Sigma Investments | $31.36M | war 0.0% |
| Jane Street Group, Llc | $200,150 | war 0.0% |
| Wells Fargo & Company/Mn | $142 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 288 Inhaber, 50.11M Anteile, $1.16B 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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