EVF
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.3% ·
Aktienfluss -2.4% ·
neue Nettopositionen +5.0%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 885.04K | $4.41M | +1 | — |
| Q1 2026 | 19 | -2 | 907.21K | $4.53M | +2 | −4 |
| Q4 2025 | 21 | 0 | 948.88K | $5.00M | — | — |
| Q3 2025 | 2 | +1 | 130.38K | $714,484 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 223.78K | -5.3% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 123.22K | +0.4% | $613,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Loomis Sayles & Co L P | 122.69K | 0.0% | $611,016 | 0.0% | Held | 2 | SEC ↗ |
| 4 | Loomis Sayles & Co L P | 122.69K | 0.0% | $611,016 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 105.33K | -5.7% | $524,556 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 105.33K | -5.7% | $524,556 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 55.16K | +8.8% | $274,680 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 49.03K | -15.7% | $244,180 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 49.03K | -15.7% | $244,180 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 38.58K | +41.5% | $192,117 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 38.58K | +41.5% | $192,117 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 33.29K | +0.3% | $165,803 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 30.63K | +4.5% | $152,534 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 30.63K | +4.5% | $152,534 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 29.39K | -12.3% | $146,337 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 20.04K | 0.0% | $99,784 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 20.04K | 0.0% | $99,784 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 18.16K | Neu | $90,417 | 0.0% | New | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 11.00K | -59.1% | $54,800 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Creative Planning | 10.63K | -47.3% | $52,942 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 10.00K | 0.0% | $49,800 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 2.42K | 0.0% | $12,059 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 902 | -28.0% | $4,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 552 | +3.2% | $2,749 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 244 | +1.7% | $1,219 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 4 | 0.0% | $20 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $90,417 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 53 Inhaber, 4.99M Anteile, $19.14M 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.