Wertpapierdatensatz · archiviertes Quartal
DSL
Name ausstehend – Profil wird eingelesen
30Erfasste Halter
-1Δ Inhaber
13.66MGehaltene Aktien
$151.12MGemeldeter Wert
+2Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.2% ·
Aktienfluss +1.2% ·
neue Nettopositionen -3.3%
— 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 | 30 | -1 | 13.66M | $151.12M | +2 | −3 |
| Q1 2026 | 32 | -2 | 13.50M | $146.21M | +2 | −4 |
| Q4 2025 | 34 | 0 | 13.06M | $147.17M | — | — |
| Q3 2025 | 1 | -1 | 3.11M | $38.22M | — | −1 |
| Q2 2025 | 1 | 0 | 15.84K | $193,869 | — | — |
| Q1 2025 | 1 | 0 | 3.92K | $49,469 | — | — |
| Q4 2024 | 1 | -2 | 227.73K | $2.86M | — | −2 |
| Q3 2024 | 3 | +2 | 47.68K | $618,939 | +2 | — |
| Q2 2024 | 1 | — | 9.69K | $121,269 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.67M | +0.8% | $29.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.67M | +0.8% | $29.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.38M | +2.5% | $26.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.38M | +2.5% | $26.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.05M | +27.1% | $22.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 1.13M | +4.3% | $12.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 1.03M | +10.1% | $11.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 777.13K | -12.6% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 777.13K | -12.6% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 777.13K | -12.6% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 694.46K | -8.4% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 694.46K | -8.4% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 588.41K | +2.0% | $6.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 500.21K | -47.2% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 500.21K | -47.2% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 500.21K | -47.2% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 442.79K | +6.6% | $4.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 348.91K | +9.0% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 259.56K | +5.2% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 210.92K | +37.3% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 210.92K | +37.3% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | First Trust Advisors Lp | 91.96K | +2.5% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 88.10K | +17.3% | $974,408 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 68.51K | -13.6% | $757,704 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 67.48K | +71.4% | $746,329 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 67.48K | +71.4% | $746,329 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 51.20K | +168.2% | $565,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 42.11K | +14.7% | $465,778 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 33.55K | -2.4% | $371,027 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mariner, LLC | 31.34K | +1.1% | $346,664 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 26.81K | +12.5% | $296,474 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 25.34K | Neu | $280,205 | 0.0% | New | 1 | SEC ↗ |
| 33 | Nomura Holdings Inc | 20.00K | +60.0% | $221,200 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 15.90K | +9.6% | $175,865 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 13.86K | +17.2% | $153,322 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 5.34K | 0.0% | $59,116 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 5.34K | 0.0% | $59,116 | 0.0% | Held | 3 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 4.56K | 0.0% | $50,286 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Group One Trading Llc | 3.10K | Neu | $34,297 | 0.0% | New | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 162 | 0.0% | $1,792 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $280,205 | 0.0% |
| Group One Trading Llc | $34,297 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $1.16M | war 0.0% |
| Hrt Financial Lp | $112,000 | war 0.0% |
| Simplex Trading, Llc | $498 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 176 Inhaber, 28.08M Anteile, $263.02M 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 ·
Über die API abrufen