Wertpapierdatensatz · archiviertes Quartal
EWD
Name ausstehend – Profil wird eingelesen
34Erfasste Halter
+1Δ Inhaber
1.79MGehaltene Aktien
$89.65MGemeldeter Wert
+3Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.0% ·
Aktienfluss -1.4% ·
neue Nettopositionen +2.9%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +1 | 1.79M | $89.65M | +3 | −2 |
| Q1 2026 | 34 | +1 | 1.82M | $88.61M | +4 | −3 |
| Q4 2025 | 33 | -1 | 2.17M | $107.06M | — | −1 |
| Q3 2025 | 8 | 0 | 1.36M | $64.13M | — | — |
| Q2 2025 | 5 | 0 | 1.05M | $48.23M | — | — |
| Q1 2025 | 3 | -2 | 370.40K | $15.59M | — | −2 |
| Q4 2024 | 5 | +1 | 442.93K | $16.53M | +2 | −1 |
| Q3 2024 | 4 | +1 | 386.81K | $16.79M | +1 | — |
| Q2 2024 | 3 | — | 296.82K | $11.95M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 843.01K | +5.1% | $42.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 843.01K | +5.1% | $42.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 205.62K | -27.7% | $10.28M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 4 | Royal Bank Of Canada | 146.97K | +134.9% | $7.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 146.97K | +134.9% | $7.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 146.97K | +134.9% | $7.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 146.97K | +134.9% | $7.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 112.03K | -1.0% | $5.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 112.03K | -1.0% | $5.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 112.03K | -1.0% | $5.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 112.03K | -1.0% | $5.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | LPL Financial LLC | 71.99K | -3.5% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 61.30K | -3.0% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 61.30K | -3.0% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 60.79K | +38.2% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 60.79K | +38.2% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 60.79K | +38.2% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 54.38K | -8.2% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 51.99K | +25.0% | $2.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 51.99K | +25.0% | $2.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 51.99K | +25.0% | $2.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 51.99K | +25.0% | $2.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Jane Street Group, Llc | 35.56K | +587.7% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 34.10K | +408.0% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 34.10K | +408.0% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passiv) | 23.69K | -77.5% | $1.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | BlackRock ✦ (passiv) | 23.69K | -77.5% | $1.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | BlackRock ✦ (passiv) | 23.69K | -77.5% | $1.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 16.57K | +1.0% | $828,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 16.57K | +1.0% | $828,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 16.57K | +1.0% | $828,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 16.57K | +1.0% | $828,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 15.50K | +4.2% | $774,783 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 14.43K | +110.0% | $720,921 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Hsbc Holdings Plc | 9.80K | +10.2% | $489,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Hsbc Holdings Plc | 9.80K | +10.2% | $489,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Millennium Management ✦ | 5.74K | -4.0% | $286,735 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Citigroup Inc | 5.71K | -46.6% | $285,286 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 5.09K | -2.0% | $254,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Hrt Financial Lp | 4.67K | Neu | $233,000 | 0.0% | New | 1 | SEC ↗ |
| 41 | Cerity Partners LLC | 4.36K | -2.4% | $218,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | D. E. Shaw & Co. ✦ | 4.03K | -89.8% | $201,269 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 43 | Rhumbline Advisers | 1.92K | -30.4% | $95,961 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 1.79K | 0.0% | $89,714 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 1.18K | +25.4% | $58,915 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 683 | -8.6% | $34,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 342 | -17.0% | $16,775 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 311 | -3.4% | $15,544 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Blair William & Co/Il | 250 | 0.0% | $12,495 | 0.0% | Held | 3 | SEC ↗ |
| 50 | National Bank Of Canada /Fi/ | 145 | Neu | $7,219 | 0.0% | New | 1 | SEC ↗ |
| 51 | Fifth Third Bancorp | 105 | -1.9% | $5,248 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 28 | Neu | $1,399 | 0.0% | New | 1 | SEC ↗ |
| 53 | Toronto Dominion Bank | 9 | 0.0% | $450 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Barclays Plc | 9 | 0.0% | $450 | 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
| Hrt Financial Lp | $233,000 | 0.0% |
| National Bank Of Canada /Fi/ | $7,219 | 0.0% |
| Bank Of Montreal /Can/ | $1,399 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $1.71M | war 0.0% |
| Qube Research & Technologies… | $122,336 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 84 Inhaber, 2.51M Anteile, $122.48M 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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