Wertpapierdatensatz
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28Erfasste Halter
-1Δ Inhaber
4.44MGehaltene Aktien
$65.25MGemeldeter Wert
+1Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.4% ·
Aktienfluss +3.8% ·
neue Nettopositionen -3.6%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger 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 | -1 | 4.44M | $65.25M | +1 | −2 |
| Q1 2026 | 30 | +1 | 4.28M | $61.65M | +3 | −2 |
| Q4 2025 | 29 | +1 | 3.87M | $59.17M | +1 | — |
| Q3 2025 | 2 | -1 | 869.39K | $14.16M | — | −1 |
| Q2 2025 | 2 | 0 | 11.84K | $188,493 | +1 | −1 |
| Q1 2025 | 1 | +1 | 25.58K | $401,606 | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.20M | +12.4% | $17.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.20M | +12.4% | $17.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.20M | +12.4% | $17.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.20M | +12.4% | $17.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Royal Bank Of Canada | 773.71K | +10.3% | $11.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 773.71K | +10.3% | $11.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 773.71K | +10.3% | $11.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 636.57K | +12.3% | $9.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 636.57K | +12.3% | $9.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 422.88K | +9.1% | $6.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 247.13K | +2.2% | $3.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 146.36K | +1.5% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 146.04K | +1.1% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 146.04K | +1.1% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 104.95K | +13.0% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 99.57K | -38.1% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 99.57K | -38.1% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Corient Private Wealth LP | 99.22K | +1.0% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 90.85K | +181.2% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 86.44K | +48.8% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 60.83K | -2.4% | $894,846 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 60.68K | +1.4% | $892,618 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 52.82K | 0.0% | $777,012 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 44.40K | +10.0% | $653,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Us Bancorp \De\ | 43.61K | -18.6% | $641,474 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 32.17K | -7.0% | $473,179 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fisher Asset Management ✦ | 21.49K | +8.0% | $316,083 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | UBS Group AG | 20.40K | -35.8% | $300,040 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS Group AG | 20.40K | -35.8% | $300,040 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 20.40K | -35.8% | $300,040 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Creative Planning | 19.86K | -8.9% | $292,209 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Creative Planning | 19.86K | -8.9% | $292,209 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 19.55K | +10.8% | $287,554 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 2.93K | Neu | $42,544 | 0.0% | New | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 2.04K | +2.1% | $29,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 2.04K | +2.1% | $29,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 1.37K | +101.2% | $20,153 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Fifth Third Bancorp | 475 | +116.9% | $6,987 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 321 | +3.2% | $4,729 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Assetmark, Inc | 42 | -51.2% | $618 | 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
| TD Waterhouse Canada Inc. | $42,544 | 0.0% |
Ausgestiegen
| Franklin Resources Inc | $2.42M | war 0.0% |
| Millennium Management | $198,174 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 96 Inhaber, 8.68M Anteile, $107.38M 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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