Wertpapierdatensatz · archiviertes Quartal
FEGE
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
+2Δ Inhaber
18.12MGehaltene Aktien
$887.84MGemeldeter Wert
+4Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.9% ·
Aktienfluss +30.0% ·
neue Nettopositionen +6.5%
— 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 | 31 | +2 | 18.12M | $887.84M | +4 | −2 |
| Q1 2026 | 30 | +5 | 12.87M | $604.22M | +6 | −1 |
| Q4 2025 | 25 | -1 | 7.04M | $326.88M | +1 | −2 |
| Q3 2025 | 4 | +1 | 899.37K | $39.78M | +1 | — |
| Q1 2025 | 1 | +1 | 28.97K | $1.09M | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.89M | +37.0% | $141.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.80M | +64.2% | $137.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.80M | +64.2% | $137.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.80M | +64.2% | $137.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.00M | +19.6% | $97.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.00M | +19.6% | $97.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.85M | +6.1% | $90.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.85M | +6.1% | $90.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.85M | +6.1% | $90.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 1.41M | +20.9% | $70.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.34M | +816.6% | $65.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 1.13M | +15.7% | $55.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.13M | +15.7% | $55.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.13M | +15.7% | $55.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 801.77K | +58.2% | $39.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 648.88K | +69.7% | $31.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 550.96K | +14.4% | $26.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 547.04K | -2.8% | $26.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 477.21K | +14.5% | $23.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | UBS Group AG | 275.76K | +318.2% | $13.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 227.42K | +8.3% | $11.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 213.31K | +33.8% | $10.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 200.72K | +32.4% | $9.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 147.48K | +1332.0% | $7.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 140.24K | +9.9% | $6.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 134.89K | Neu | $6.60M | 0.0% | New | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 92.66K | +31.5% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 49.05K | +178.3% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 45.95K | Neu | $2.25M | 0.0% | New | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 34.63K | +268.4% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 31.57K | -1.2% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mariner, LLC | 25.59K | +74.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 16.38K | +15.7% | $801,359 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 14.74K | -75.2% | $721,179 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | D. E. Shaw & Co. ✦ | 13.77K | Neu | $673,726 | 0.0% | New | 1 | SEC ↗ |
| 36 | Cerity Partners LLC | 7.61K | Neu | $372,036 | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 2.60K | 0.0% | $127,192 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Fifth Third Bancorp | 182 | 0.0% | $8,903 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Quantinno Capital Management… | $6.60M | 0.0% |
| Citadel Advisors | $2.25M | 0.0% |
| D. E. Shaw & Co. | $673,726 | 0.0% |
| Cerity Partners LLC | $372,036 | 0.0% |
Ausgestiegen
| Qube Research & Technologies… | $2.51M | war 0.0% |
| Assetmark, Inc | $2,914 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 174 Inhaber, 23.51M Anteile, $1.07B 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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