EVSM
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.0% ·
Aktienfluss +9.6% ·
neue Nettopositionen -10.5%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.55M | +0.9% | $178.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Ameriprise Financial Inc | 898.05K | +7.5% | $45.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 735.10K | +35.4% | $36.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 313.01K | +8.9% | $15.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 124.11K | +15.7% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Rockefeller Capital Management L.P. | 97.40K | Neu | $4.90M | 0.0% | New | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 86.72K | +45.6% | $4.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 70.97K | +36.5% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 68.42K | +54.7% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 50.36K | +521.2% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 43.60K | +136.7% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 38.95K | Neu | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 33.05K | -18.7% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 17.27K | -51.0% | $868,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 9.34K | +200.9% | $471,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 8.45K | +3.7% | $425,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.50K | Neu | $75,602 | 0.0% | New | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 772 | Neu | $38,839 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 526 | -62.6% | $26,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Rockefeller Capital… | $4.90M | 0.0% |
| Wells Fargo & Company/Mn | $1.96M | 0.0% |
| JPMorgan Chase | $75,602 | 0.0% |
| Pnc Financial Services Group… | $38,839 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $1.33M | war 0.0% |
| Susquehanna International… | $824,321 | war 0.0% |
| Goldman Sachs Group | $694,630 | war 0.0% |
| Bank Of America Corp /De/ | $470,280 | war 0.0% |
| Truist Financial Corp | $400,566 | war 0.0% |
| UBS Group AG | $2,510 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 90 Inhaber, 8.95M Anteile, $402.37M 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.