FDHY
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -18.2% ·
Aktienfluss -30.0% ·
neue Nettopositionen -20.0%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -4 | 995.02K | $48.79M | — | −4 |
| Q1 2026 | 22 | +4 | 1.43M | $69.52M | +4 | — |
| Q4 2025 | 18 | 0 | 861.45K | $42.50M | — | — |
| Q3 2025 | 3 | 0 | 121.69K | $6.00M | — | — |
| Q2 2025 | 1 | — | 68 | $3,308 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 529.38K | +6.0% | $25.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 92.64K | -5.4% | $4.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 92.64K | -5.4% | $4.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 57.56K | -11.7% | $2.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 57.56K | -11.7% | $2.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 50.65K | +7.4% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 47.94K | +55.3% | $2.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 46.62K | +1.4% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 39.92K | +6.5% | $1.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Cetera Investment Advisers | 30.54K | +15.4% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 20.93K | +34.7% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 17.91K | +51.6% | $878,162 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 15.46K | -0.1% | $757,857 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 14.36K | -67.5% | $704,218 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cibc World Market Inc. | 12.00K | +2.2% | $588,360 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 8.80K | +49.6% | $433,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 4.82K | +172.9% | $236,167 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Royal Bank Of Canada | 4.74K | +4.0% | $232,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 4.74K | +4.0% | $232,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 766 | 0.0% | $37,526 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1 | — | $48 | 0.0% | ▲ Add | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Goldman Sachs Group | $21.84M | war 0.0% |
| Citadel Advisors | $503,360 | war 0.0% |
| Truist Financial Corp | $476,177 | war 0.0% |
| UBS Group AG | $13,591 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 73 Inhaber, 2.52M Anteile, $121.14M 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.