Wertpapierdatensatz
DIVI
Name ausstehend – Profil wird eingelesen
32Erfasste Halter
-1Δ Inhaber
15.50MGehaltene Aktien
$662.01MGemeldeter Wert
+2Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.0% ·
Aktienfluss +9.9% ·
neue Nettopositionen -3.1%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -1 | 15.50M | $662.01M | +2 | −3 |
| Q1 2026 | 34 | +5 | 15.61M | $620.97M | +5 | — |
| Q4 2025 | 29 | 0 | 13.38M | $520.12M | +1 | −1 |
| Q3 2025 | 4 | 0 | 585.65K | $21.85M | — | — |
| Q2 2025 | 2 | 0 | 78.82K | $2.81M | — | — |
| Q1 2025 | 1 | 0 | 9.63K | $313,842 | — | — |
| Q4 2024 | 1 | 0 | 31.44K | $943,544 | — | — |
| Q3 2024 | 1 | 0 | 9.91K | $328,682 | — | — |
| Q2 2024 | 1 | — | 21.58K | $674,591 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.37M | -2.2% | $229.35M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.73M | +26.4% | $116.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.73M | +26.4% | $116.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.61M | +31.9% | $68.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.61M | +31.9% | $68.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.61M | +31.9% | $68.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 944.96K | +29.4% | $40.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 812.03K | +9.5% | $34.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 756.10K | +102.2% | $32.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 508.26K | +12.4% | $21.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 508.26K | +12.4% | $21.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 508.26K | +12.4% | $21.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Franklin Resources Inc | 435.71K | +0.1% | $18.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 378.32K | +0.8% | $16.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 318.79K | +14.7% | $13.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 273.18K | -17.2% | $11.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 227.46K | +32.3% | $9.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 227.46K | +32.3% | $9.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 213.23K | +5.2% | $9.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 213.23K | +5.2% | $9.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 213.23K | +5.2% | $9.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 208.29K | +3.3% | $8.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 200.00K | -43.0% | $8.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 181.28K | +2.9% | $7.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 181.28K | +2.9% | $7.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 181.28K | +2.9% | $7.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 118.85K | +28.2% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 52.29K | +90.6% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 52.29K | +90.6% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 50.62K | +6.5% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Lido Advisors, LLC | 21.88K | -5.8% | $949,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Lido Advisors, LLC | 21.88K | -5.8% | $949,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Empower Advisory Group, LLC | 19.52K | 0.0% | $833,980 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Truist Financial Corp | 17.82K | +73.1% | $761,277 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 17.82K | +73.1% | $761,277 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 12.86K | -76.1% | $549,379 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 12.55K | +11.6% | $536,052 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Royal Bank Of Canada | 9.85K | -34.5% | $421,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 9.85K | -34.5% | $421,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Royal Bank Of Canada | 9.85K | -34.5% | $421,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 9.18K | +21.6% | $392,126 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 9.18K | +21.6% | $392,126 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 9.18K | +21.6% | $392,126 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 5.25K | -8.6% | $224,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 3.80K | +6.5% | $162,464 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 3.80K | +6.5% | $162,464 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 2.82K | -4.9% | $120,371 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Assetmark, Inc | 945 | 0.0% | $40,370 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 228 | Neu | $9,740 | 0.0% | New | 1 | SEC ↗ |
| 50 | Citigroup Inc | 59 | Neu | $2,520 | 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
| Pnc Financial Services Group… | $9,740 | 0.0% |
| Citigroup Inc | $2,520 | 0.0% |
Ausgestiegen
| Citadel Advisors | $3.14M | war 0.0% |
| Fisher Asset Management | $417,208 | war 0.0% |
| Hrt Financial Lp | $286,000 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 181 Inhaber, 34.79M Anteile, $1.30B 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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