FLRT
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -9.5% ·
Aktienfluss -1.3% ·
neue Nettopositionen -15.8%
— 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 | 19 | -2 | 3.75M | $174.71M | +2 | −5 |
| Q1 2026 | 23 | +2 | 3.81M | $176.61M | +4 | −2 |
| Q4 2025 | 21 | -3 | 3.27M | $154.03M | — | −3 |
| Q3 2025 | 4 | +1 | 30.30K | $1.44M | +1 | — |
| Q2 2025 | 1 | 0 | 24.54K | $1.17M | — | — |
| Q1 2025 | 1 | 0 | 107.13K | $5.04M | — | — |
| Q4 2024 | 1 | 0 | 6.08K | $289,233 | — | — |
| Q3 2024 | 1 | 0 | 41.97K | $1.99M | — | — |
| Q2 2024 | 1 | — | 22.96K | $1.09M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.61M | -11.4% | $74.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 339.80K | +0.4% | $15.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 310.58K | +14.5% | $14.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 279.08K | +13.9% | $13.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Truist Financial Corp | 255.65K | +13.0% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 233.42K | +12.8% | $10.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 171.79K | +19.8% | $8.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 166.29K | +18.4% | $7.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Assetmark, Inc | 144.00K | -1.5% | $6.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 75.20K | +0.8% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 51.88K | +71.7% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 43.48K | +3619.8% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 31.52K | -23.7% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 24.50K | Neu | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 8.72K | +14.8% | $406,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 5.45K | +10.7% | $254,445 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 197 | Neu | $9,198 | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Fidelity (FMR) ✦ | 4 | +100.0% | $187 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | -100.0% | $49 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Captrust Financial Advisors | $1.14M | 0.0% |
| Morgan Stanley | $9,198 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $2.73M | war 0.0% |
| Citadel Advisors | $1.71M | war 0.0% |
| HighTower Advisors, LLC | $777,260 | war 0.0% |
| Mariner, LLC | $406,817 | war 0.0% |
| Pnc Financial Services Group… | $4,261 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 113 Inhaber, 7.82M Anteile, $350.48M 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.