Wertpapierdatensatz · archiviertes Quartal
FIDU
Name ausstehend – Profil wird eingelesen
39Erfasste Halter
-3Δ Inhaber
4.70MGehaltene Aktien
$468.44MGemeldeter Wert
+3Neue Positionen
−7Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -7.1% ·
Aktienfluss +2.5% ·
neue Nettopositionen -10.3%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Northwestern Mutual Wealth… | 942.09K | +5.9% | $93.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 400.73K | +3.0% | $39.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 285.84K | +3.9% | $28.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 6 | Bank Of America Corp /De/ | 145.72K | +2.4% | $14.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 126.15K | -2.9% | $12.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Mercer Global Advisors Inc /Adv | 123.20K | -6.3% | $12.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 99.98K | +12.2% | $9.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 92.11K | +13.8% | $9.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Royal Bank Of Canada | 78.64K | -15.1% | $7.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 73.52K | +1.1% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Bank Of Montreal /Can/ | 54.76K | +10851.2% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 52.19K | +0.6% | $5.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bnp Paribas Financial Markets | 50.00K | Neu | $4.98M | 0.0% | New | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 37.53K | +54.0% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 32.50K | -24.4% | $3.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 30.06K | +224.1% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Citigroup Inc | 27.49K | +13.1% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 18.09K | +20.3% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 17.77K | +177.3% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Truist Financial Corp | 9.75K | -0.9% | $971,067 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mariner, LLC | 8.33K | -54.0% | $830,001 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 7.17K | +9.4% | $713,762 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Creative Planning | 6.29K | -2.1% | $626,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Hrt Financial Lp | 6.10K | Neu | $607,000 | 0.0% | New | 1 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 4.03K | -8.6% | $401,818 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 3.55K | +22.4% | $343,819 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Captrust Financial Advisors | 3.03K | +0.5% | $302,107 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 2.73K | 0.0% | $271,636 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Corient Private Wealth LP | 2.29K | Neu | $227,862 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 2.27K | -30.9% | $225,967 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 1.07K | +9.0% | $106,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 882 | +4.3% | $86,612 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 36 | BlackRock ✦ (passiv) | 500 | 0.0% | $49,805 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 250 | 0.0% | $24,903 | 0.0% | Held | 3 | SEC ↗ |
| 38 | TD Waterhouse Canada Inc. | 220 | +3566.7% | $21,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 26 | 0.0% | $2,590 | 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
| Bnp Paribas Financial Markets | $4.98M | 0.0% |
| Hrt Financial Lp | $607,000 | 0.0% |
| Corient Private Wealth LP | $227,862 | 0.0% |
Ausgestiegen
| Susquehanna International… | $3.43M | war 0.0% |
| Jane Street Group, Llc | $923,688 | war 0.0% |
| HighTower Advisors, LLC | $720,228 | war 0.0% |
| Belvedere Trading LLC | $78,560 | war 0.0% |
| Qube Research & Technologies… | $63,246 | war 0.0% |
| Russell Investments Group… | $2,323 | war 0.0% |
| National Bank Of Canada /Fi/ | $779 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 219 Inhaber, 8.65M Anteile, $734.40M 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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