Wertpapierdatensatz
DMXF
Name ausstehend – Profil wird eingelesen
42Erfasste Halter
0Δ Inhaber
3.85MGehaltene Aktien
$325.37MGemeldeter Wert
+2Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -0.1% · 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 | 42 | 0 | 3.85M | $325.37M | +2 | −2 |
| Q1 2026 | 43 | +6 | 3.91M | $294.34M | +7 | −1 |
| Q4 2025 | 37 | -2 | 2.07M | $155.89M | — | −2 |
| Q3 2025 | 6 | +2 | 1.19M | $90.31M | +2 | — |
| Q2 2025 | 2 | -1 | 895.82K | $66.68M | — | −1 |
| Q1 2025 | 1 | +1 | 94.33K | $6.35M | +1 | — |
| Q3 2024 | 1 | +1 | 62.50K | $4.50M | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.12M | +0.9% | $94.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 774.64K | -7.9% | $65.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 774.64K | -7.9% | $65.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | LPL Financial LLC | 416.77K | +15.9% | $35.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Sei Investments Co | 389.78K | +4.2% | $32.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 211.76K | +0.5% | $17.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 211.76K | +0.5% | $17.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 125.36K | -11.7% | $10.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 113.05K | +1.8% | $9.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 69.21K | +24.0% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 68.59K | +7.9% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 59.38K | +22.5% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 59.38K | +22.5% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 59.38K | +22.5% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 59.38K | +22.5% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 59.38K | +22.5% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 53.99K | -0.2% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | TD Waterhouse Canada Inc. | 43.72K | 0.0% | $3.65M | 0.0% | Held | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 42.39K | -2.2% | $3.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 35.68K | +20.8% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 35.68K | +20.8% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 35.68K | +20.8% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 35.68K | +20.8% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Assetmark, Inc | 30.95K | +5.3% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 30.12K | +49.7% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 26.96K | +12.9% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 26.96K | +12.9% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 26.96K | +12.9% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 23.00K | +4.0% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 22.62K | +2.9% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 22.62K | +2.9% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 22.17K | +4.4% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Brown Advisory Inc | 22.05K | +451.1% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Creative Planning | 18.93K | +13.9% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 17.67K | -68.2% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Lido Advisors, LLC | 15.48K | -3.7% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 14.66K | -3.2% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 14.66K | -3.2% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Franklin Resources Inc | 13.94K | 0.0% | $1.18M | 0.0% | Held | 3 | SEC ↗ |
| 40 | Lazard Asset Management Llc | 13.21K | 0.0% | $1.12M | 0.0% | Held | 3 | SEC ↗ |
| 41 | Raymond James Financial Inc | 12.99K | +1.0% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Raymond James Financial Inc | 12.99K | +1.0% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 9.52K | +4.7% | $805,082 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 9.52K | +4.7% | $805,082 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Cerity Partners LLC | 8.77K | -51.8% | $741,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 8.14K | Neu | $687,646 | 0.0% | New | 1 | SEC ↗ |
| 47 | Mariner, LLC | 3.02K | -69.3% | $255,154 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 2.97K | 0.0% | $251,516 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 2.65K | +23.9% | $220,598 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 2.00K | 0.0% | $169,369 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 1.93K | +14.8% | $163,447 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 1.16K | +5.6% | $98,272 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Fifth Third Bancorp | 827 | 0.0% | $69,964 | 0.0% | Held | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 664 | 0.0% | $56,174 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 331 | -2.6% | $28,022 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 209 | -69.2% | $17,633 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 51 | Neu | $4,315 | 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
| Wealth Enhancement Advisory… | $687,646 | 0.0% |
| Russell Investments Group… | $4,315 | 0.0% |
Ausgestiegen
| Corient Private Wealth LP | $2.49M | war 0.0% |
| Toronto Dominion Bank | $2,414 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 243 Inhaber, 7.68M Anteile, $557.72M 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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