FDV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.2% ·
Aktienfluss +22.7% ·
neue Nettopositionen +4.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +1 | 10.99M | $345.10M | +1 | — |
| Q1 2026 | 24 | +4 | 8.96M | $275.84M | +4 | — |
| Q4 2025 | 20 | +1 | 10.18M | $291.18M | +1 | — |
| Q3 2025 | 1 | — | 226 | $6,485 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.42M | +13.6% | $107.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 3.34M | +36.8% | $104.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 3.34M | +36.8% | $104.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 943.48K | +16.8% | $29.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 666.16K | +31.9% | $20.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 666.16K | +31.9% | $20.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 539.52K | +21.4% | $16.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 539.52K | +21.4% | $16.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 539.52K | +21.4% | $16.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 539.52K | +21.4% | $16.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 368.43K | +5.3% | $11.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 368.43K | +5.3% | $11.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 368.43K | +5.3% | $11.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 348.37K | +144.5% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 348.37K | +144.5% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 332.01K | -4.8% | $10.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 306.74K | -1.8% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 306.74K | -1.8% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 306.74K | -1.8% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 198.59K | +10.9% | $6.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 124.22K | +116.0% | $3.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 124.22K | +116.0% | $3.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 124.22K | +116.0% | $3.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 101.57K | +37.8% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Federated Hermes, Inc. | 76.53K | +50.6% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 67.95K | -19.6% | $2.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 52.25K | -11.0% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 29.38K | +86.3% | $922,068 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 21.60K | 0.0% | $678,160 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 14.99K | +34.7% | $470,630 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 14.15K | +12.4% | $444,263 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 7.99K | -63.8% | $250,681 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 6.65K | Neu | $208,609 | 0.0% | New | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 5.29K | +2.3% | $166,210 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS Group AG | 3.81K | +326.6% | $119,596 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS Group AG | 3.81K | +326.6% | $119,596 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 3.50K | 0.0% | $109,865 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 683 | -29.9% | $21,439 | 0.0% | ▼ Trim | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Mml Investors Services, Llc | $208,609 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 67 Inhaber, 17.04M Anteile, $463.14M 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.