Wertpapierdatensatz · archiviertes Quartal
EMHY
Name ausstehend – Profil wird eingelesen
30Erfasste Halter
-3Δ Inhaber
5.56MGehaltene Aktien
$226.22MGemeldeter Wert
+1Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -9.1% ·
Aktienfluss +4.8% ·
neue Nettopositionen -10.0%
— 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 | -3 | 5.56M | $226.22M | +1 | −4 |
| Q1 2026 | 34 | +3 | 5.31M | $208.99M | +5 | −2 |
| Q4 2025 | 30 | -1 | 4.81M | $194.37M | +1 | −2 |
| Q3 2025 | 5 | +1 | 1.01M | $40.11M | +1 | — |
| Q2 2025 | 3 | -1 | 684.15K | $26.66M | — | −1 |
| Q1 2025 | 2 | +1 | 106.05K | $4.05M | +1 | — |
| Q4 2024 | 1 | 0 | 64.08K | $2.43M | — | — |
| Q3 2024 | 1 | 0 | 29.38K | $1.15M | — | — |
| Q2 2024 | 1 | — | 36.48K | $1.35M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 1.47M | +7.1% | $59.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 1.13M | +19.4% | $46.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 1.13M | +19.4% | $46.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 877.90K | +15.5% | $35.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 877.90K | +15.5% | $35.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 725.39K | +2.0% | $29.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 725.39K | +2.0% | $29.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 270.24K | -4.3% | $10.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Julius Baer & Co. Ltd, Zurich | 248.79K | -0.2% | $10.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 179.23K | -0.5% | $7.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 179.23K | -0.5% | $7.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | UBS Group AG | 93.33K | +7.8% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 93.33K | +7.8% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 93.33K | +7.8% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mariner, LLC | 91.52K | -2.2% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 73.79K | -7.6% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 70.19K | +11.5% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Tidal Investments LLC | 61.13K | +36.7% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 48.14K | +5.9% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 48.14K | +5.9% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 44.57K | +9.8% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 44.57K | +9.8% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 37.31K | -8.0% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 30.69K | +45.8% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 30.69K | +45.8% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 18.38K | +4.4% | $748,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 18.38K | +4.4% | $748,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 18.38K | +4.4% | $748,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 18.38K | +4.4% | $748,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 18.37K | -1.9% | $747,199 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 16.90K | -7.8% | $687,224 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Raymond James Financial Inc | 16.16K | -31.5% | $657,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 16.16K | -31.5% | $657,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 10.02K | -12.4% | $405,775 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 9.93K | -48.1% | $403,757 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 9.93K | -48.1% | $403,757 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 6.32K | -89.0% | $257,160 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | CIBC Bancorp USA Inc. | 6.20K | 0.0% | $252,001 | 0.0% | Held | 2 | SEC ↗ |
| 39 | CIBC Bancorp USA Inc. | 6.20K | 0.0% | $252,001 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Fifth Third Bancorp | 4.19K | -0.2% | $170,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 2.77K | +105.4% | $112,847 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 1.04K | 0.0% | $42,241 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 700 | 0.0% | $28,466 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 700 | 0.0% | $28,466 | 0.0% | Held | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 579 | +214.7% | $23,565 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 129 | Neu | $5,246 | 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
| Northwestern Mutual Wealth… | $5,246 | 0.0% |
Ausgestiegen
| Citadel Advisors | $1.64M | war 0.0% |
| Susquehanna International… | $1.37M | war 0.0% |
| Jane Street Group, Llc | $1.30M | war 0.0% |
| UBS AM, a distinct business… | $19,690 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 114 Inhaber, 8.36M Anteile, $324.86M 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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