Wertpapierdatensatz
DIV
Name ausstehend – Profil wird eingelesen
36Erfasste Halter
0Δ Inhaber
5.43MGehaltene Aktien
$103.52MGemeldeter Wert
+2Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +9.9% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 5.43M | $103.52M | +2 | −2 |
| Q1 2026 | 37 | +1 | 4.97M | $93.88M | +4 | −3 |
| Q4 2025 | 36 | 0 | 4.72M | $81.82M | — | — |
| Q3 2025 | 7 | +1 | 1.18M | $20.84M | +1 | — |
| Q2 2025 | 3 | 0 | 123.94K | $2.18M | — | — |
| Q1 2025 | 1 | 0 | 61.00K | $1.15M | — | — |
| Q4 2024 | 1 | -1 | 36.20K | $652,715 | — | −1 |
| Q3 2024 | 2 | 0 | 103.34K | $1.93M | +1 | −1 |
| Q2 2024 | 2 | — | 39.31K | $678,150 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.36M | +44.8% | $25.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 733.73K | +8.8% | $13.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 733.73K | +8.8% | $13.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 728.73K | +26.8% | $13.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 728.73K | +26.8% | $13.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 728.73K | +26.8% | $13.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 410.20K | +33.0% | $7.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wealthfront Advisers LLC | 343.94K | +3.6% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 301.69K | -26.8% | $5.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 301.69K | -26.8% | $5.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 301.69K | -26.8% | $5.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 281.80K | -26.8% | $5.37M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 13 | Royal Bank Of Canada | 213.69K | +4.8% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 174.50K | -2.1% | $3.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 137.41K | +40.2% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 127.75K | -0.2% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 83.19K | +23.6% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 83.19K | +23.6% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mirae Asset Global Investments Co.… | 69.00K | -6.8% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 67.88K | +18.9% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 67.88K | +18.9% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Sei Investments Co | 64.08K | +34.4% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 57.45K | +6.7% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 56.00K | -12.1% | $1.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 56.00K | -12.1% | $1.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 50.66K | -1.5% | $965,064 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 40.87K | +8.0% | $778,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 40.87K | +8.0% | $778,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 35.18K | +27.6% | $670,096 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 15.75K | 0.0% | $300,000 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 15.75K | 0.0% | $300,000 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Creative Planning | 15.53K | +22.6% | $295,886 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 12.99K | +0.6% | $247,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 11.75K | -26.4% | $223,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mariner, LLC | 10.20K | -77.1% | $194,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 5.32K | 0.0% | $101,346 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 4.83K | -62.2% | $91,973 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 4.80K | +88.6% | $91,377 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 3.55K | -23.7% | $67,663 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Citigroup Inc | 2.15K | +257.5% | $40,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Fifth Third Bancorp | 1.54K | -30.7% | $29,414 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 801 | +1.6% | $15,264 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Blair William & Co/Il | 750 | 0.0% | $14,288 | 0.0% | Held | 3 | SEC ↗ |
| 44 | BlackRock ✦ (passiv) | 102 | +2.0% | $1,942 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | BlackRock ✦ (passiv) | 102 | +2.0% | $1,942 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Simplex Trading, Llc | 69 | Neu | $1,314 | 0.0% | New | 1 | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. | 4 | Neu | $77 | 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
| Simplex Trading, Llc | $1,314 | 0.0% |
| TD Waterhouse Canada Inc. | $77 | 0.0% |
Ausgestiegen
| Citadel Advisors | $923,567 | war 0.0% |
| D. E. Shaw & Co. | $856,378 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 125 Inhaber, 9.87M Anteile, $182.54M 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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