Wertpapierdatensatz
EVUS
Name ausstehend – Profil wird eingelesen
28Erfasste Halter
+4Δ Inhaber
6.51MGehaltene Aktien
$228.56MGemeldeter Wert
+5Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +16.7% ·
Aktienfluss +1.7% ·
neue Nettopositionen +14.3%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +4 | 6.51M | $228.56M | +5 | −1 |
| Q1 2026 | 25 | +4 | 6.55M | $207.65M | +5 | −1 |
| Q4 2025 | 21 | +1 | 5.68M | $181.74M | +1 | — |
| Q3 2025 | 2 | +1 | 572.49K | $18.00M | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.05M | +0.6% | $107.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | LPL Financial LLC | 851.86K | +10.2% | $29.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Lido Advisors, LLC | 268.17K | +16.2% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 200.32K | +3.0% | $7.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 160.24K | +19.7% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 80.30K | -26.6% | $2.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Assetmark, Inc | 75.09K | 0.0% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 69.67K | +1.8% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 69.67K | +1.8% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Creative Planning | 68.11K | +0.3% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 37.55K | +7.7% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 35.88K | -2.4% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 35.88K | -2.4% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 28.46K | +6.7% | $999,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 24.06K | -0.3% | $844,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 21.62K | Neu | $772,935 | 0.0% | New | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 20.61K | +1.4% | $723,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Raymond James Financial Inc | 20.61K | +1.4% | $723,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cerity Partners LLC | 17.93K | +3.9% | $629,557 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 15.70K | Neu | $551,367 | 0.0% | New | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 12.07K | +21.3% | $423,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 12.07K | +21.3% | $423,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 6.56K | 0.0% | $230,286 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 2.20K | 0.0% | $77,207 | 0.0% | Held | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passiv) | 1.31K | +0.7% | $45,959 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | UBS Group AG | 1.28K | Neu | $44,871 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 1.21K | +96.1% | $42,477 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 876 | -3.5% | $30,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 330 | +115.7% | $11,586 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 149 | Neu | $5,252 | 0.0% | New | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 76 | Neu | $2,668 | 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
| Wealth Enhancement Advisory… | $772,935 | 0.0% |
| Mercer Global Advisors Inc… | $551,367 | 0.0% |
| UBS Group AG | $44,871 | 0.0% |
| Jones Financial Companies Lllp | $5,252 | 0.0% |
| Northwestern Mutual Wealth… | $2,668 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $241,729 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 111 Inhaber, 7.30M Anteile, $215.61M 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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