Wertpapierdatensatz · archiviertes Quartal
ETW
Name ausstehend, Profil-Einspeisung läuft
37Erfasste Halter
0Δ Inhaber
13.05MGehaltene Aktien
$125.78MGemeldeter Wert
+3Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +1.7% · neue Nettopositionen -2.7% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.09M | -4.5% | $20.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.05M | +3.9% | $19.80M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 1.76M | +3.3% | $16.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 1.68M | +5.0% | $16.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 1.02M | +5.1% | $9.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 863.06K | +4.3% | $8.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 478.43K | -1.2% | $4.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 470.11K | +10.3% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 405.10K | +28.3% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 390.09K | -7.2% | $3.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 374.91K | +20.2% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Franklin Resources Inc | 269.97K | +1.8% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 262.56K | -2.1% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 139.72K | +2.5% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 124.45K | -10.4% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 84.71K | +0.1% | $816,620 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 80.95K | 0.0% | $780,319 | 0.0% | Held | 5 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 70.99K | 0.0% | $682,953 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 57.09K | +0.9% | $550,299 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Citigroup Inc | 38.76K | +0.1% | $373,652 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 37.67K | +7.7% | $363,157 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 35.05K | -16.4% | $338,964 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 33.09K | +1.5% | $319,017 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 31.71K | +17.2% | $305,649 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 31.12K | -50.3% | $299,977 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Truist Financial Corp | 20.29K | 0.0% | $195,634 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 27 | Cerity Partners LLC | 19.45K | 0.0% | $187,498 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 19.43K | +4.9% | $187,276 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 18.77K | -54.3% | $180,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 18.66K | Neu | $179,844 | 0.0% | New | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 17.88K | -31.9% | $172,392 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Allspring Global Investments… | 17.28K | 0.0% | $166,618 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Focus Partners Wealth | 15.92K | 0.0% | $153,469 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Corient Private Wealth LP | 11.68K | Neu | $112,614 | 0.0% | New | 1 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 2.85K | 0.0% | $27,455 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 1.09K | Neu | $10,556 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 220 | 0.0% | $2,083 | 0.0% | Held | 4 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Citadel Advisors | $179,844 | 0.0% |
| Corient Private Wealth LP | $112,614 | 0.0% |
| Assetmark, Inc | $10,556 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $587,324 | war 0.0% |
| Millennium Management | $582,667 | war 0.0% |
| GAMCO Investors | $271,859 | war 0.0% |
| CIBC Bancorp USA Inc. | $105,496 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 169 Inhaber, 26.27M Anteile, $224.94M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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 ·
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