DWLD
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -19.2% ·
Aktienfluss +3.9% ·
neue Nettopositionen -20.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -5 | 5.48M | $253.56M | — | −5 |
| Q1 2026 | 27 | +4 | 5.28M | $231.33M | +4 | — |
| Q4 2025 | 23 | -1 | 4.49M | $209.46M | — | −1 |
| Q3 2025 | 3 | +2 | 1.59M | $72.06M | +2 | — |
| Q2 2024 | 1 | — | 8.59K | $286,442 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.78M | -0.9% | $82.45M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.78M | -0.9% | $82.45M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Cetera Investment Advisers | 840.01K | +7.6% | $38.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 621.90K | +13.5% | $28.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 481.53K | +24.1% | $22.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 429.66K | -0.1% | $19.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 429.66K | -0.1% | $19.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 348.17K | +0.2% | $16.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 266.97K | +3.4% | $12.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 266.97K | +3.4% | $12.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 181.18K | +1.4% | $8.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 177.08K | -1.0% | $8.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 89.18K | -0.2% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 67.04K | -3.6% | $3.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 47.42K | +0.6% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 37.27K | -7.0% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Captrust Financial Advisors | 33.06K | -1.0% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 24.94K | +122.2% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 19.79K | +127.6% | $914,951 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 13.43K | +2.0% | $621,188 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 8.58K | +5.5% | $396,772 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 7.40K | 0.0% | $342,176 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 3.20K | +320000.0% | $148,007 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 2.48K | +12.8% | $114,860 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Citadel Advisors | $711,299 | war 0.0% |
| Jane Street Group, Llc | $590,690 | war 0.0% |
| Mariner, LLC | $288,121 | war 0.0% |
| UBS AM, a distinct business… | $65,540 | war 0.0% |
| Russell Investments Group… | $4,381 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 62 Inhaber, 8.21M Anteile, $358.91M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.