Wertpapierdatensatz · archiviertes Quartal
FDT
Name ausstehend – Profil wird eingelesen
34Erfasste Halter
+1Δ Inhaber
6.57MGehaltene Aktien
$622.07MGemeldeter Wert
+4Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.0% ·
Aktienfluss +5.5% ·
neue Nettopositionen +2.9%
— 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 | 34 | +1 | 6.57M | $622.07M | +4 | −3 |
| Q1 2026 | 34 | +3 | 6.25M | $543.55M | +5 | −2 |
| Q4 2025 | 31 | 0 | 4.43M | $352.19M | — | — |
| Q3 2025 | 3 | 0 | 1.07M | $80.84M | — | — |
| Q2 2025 | 1 | — | 281 | $19,351 | — | — |
| Q3 2024 | 1 | +1 | 8.90K | $513,378 | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.88M | +49.0% | $178.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.88M | +49.0% | $178.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.88M | +49.0% | $178.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 989.35K | +14.5% | $93.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 703.30K | -21.9% | $66.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 703.30K | -21.9% | $66.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 487.83K | -24.0% | $46.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 487.83K | -24.0% | $46.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 393.61K | +13.0% | $37.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 358.26K | +26.4% | $33.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 241.77K | -8.7% | $22.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 241.77K | -8.7% | $22.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | First Trust Advisors Lp | 235.54K | -8.8% | $22.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 229.94K | -3.4% | $21.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 229.94K | -3.4% | $21.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 229.94K | -3.4% | $21.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 229.94K | -3.4% | $21.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 170.52K | +30.2% | $16.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 170.52K | +30.2% | $16.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 170.52K | +30.2% | $16.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 147.52K | +9.3% | $13.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 126.82K | +76.7% | $12.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 125.82K | +6.5% | $11.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 105.34K | +150.2% | $9.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 75.89K | +262.5% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 69.77K | +86.2% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 66.39K | +147.8% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 51.04K | Neu | $4.83M | 0.0% | New | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 28.81K | -2.0% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 28.81K | -2.0% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 28.81K | -2.0% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Jane Street Group, Llc | 21.64K | -88.9% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 13.23K | -1.7% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 7.62K | +5.7% | $721,704 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Captrust Financial Advisors | 7.26K | +0.5% | $687,300 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 5.45K | +64.4% | $515,532 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 5.12K | -50.0% | $485,128 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Brown Advisory Inc | 3.52K | Neu | $332,886 | 0.0% | New | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 3.29K | -1.2% | $311,431 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 3.26K | -2.7% | $309,026 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Creative Planning | 2.88K | +0.5% | $272,460 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Mariner, LLC | 2.80K | -2.2% | $264,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 2.56K | Neu | $242,193 | 0.0% | New | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 739 | -16.1% | $69,668 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 739 | -16.1% | $69,668 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | Citigroup Inc | 135 | -45.1% | $12,781 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Simplex Trading, Llc | 39 | Neu | $3,692 | 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
| Ameriprise Financial Inc | $4.83M | 0.0% |
| Brown Advisory Inc | $332,886 | 0.0% |
| HighTower Advisors, LLC | $242,193 | 0.0% |
| Simplex Trading, Llc | $3,692 | 0.0% |
Ausgestiegen
| Citadel Advisors | $25.76M | war 0.0% |
| Qube Research & Technologies… | $365,105 | war 0.0% |
| Bank Of Montreal /Can/ | $52,071 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 179 Inhaber, 8.74M Anteile, $726.48M 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 ·
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