Wertpapierdatensatz · archiviertes Quartal
FNY
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
+1Δ Inhaber
2.84MGehaltene Aktien
$314.71MGemeldeter Wert
+2Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.1% ·
Aktienfluss +1.6% ·
neue Nettopositionen +3.0%
— 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 | 33 | +1 | 2.84M | $314.71M | +2 | −1 |
| Q1 2026 | 33 | +2 | 2.80M | $253.03M | +4 | −2 |
| Q4 2025 | 31 | +2 | 2.53M | $230.55M | +2 | — |
| Q3 2025 | 4 | 0 | 454.59K | $41.65M | — | — |
| Q2 2025 | 1 | -1 | 147 | $12,081 | — | −1 |
| Q1 2025 | 1 | +1 | 41.74K | $3.13M | +1 | — |
| Q3 2024 | 1 | +1 | 2.78K | $221,160 | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 907.42K | +11.4% | $100.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 485.37K | +18.2% | $53.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 485.37K | +18.2% | $53.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 485.37K | +18.2% | $53.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 482.44K | -19.9% | $53.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 482.44K | -19.9% | $53.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 188.55K | +6.5% | $20.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 130.33K | -1.7% | $14.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 113.92K | +4.7% | $12.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 96.56K | -52.5% | $10.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 96.56K | -52.5% | $10.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 74.42K | +7.5% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 74.42K | +7.5% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 54.34K | +7.0% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 54.34K | +7.0% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $5.54M | 0.0% | Held | 4 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 43.80K | +8.9% | $4.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | First Trust Advisors Lp | 40.71K | Neu | $4.51M | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 35.00K | Neu | $3.88M | 0.0% | New | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 25.25K | +8.5% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 20.31K | +1.9% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 18.47K | -1.2% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fifth Third Bancorp | 11.43K | 0.0% | $1.27M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 8.96K | +32.1% | $993,008 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 8.21K | +212.5% | $909,661 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 7.97K | -2.3% | $883,167 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Creative Planning | 6.17K | -1.4% | $683,641 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 6.10K | -11.3% | $676,466 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 5.75K | -3.7% | $637,072 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mariner, LLC | 5.67K | 0.0% | $628,537 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 5.50K | -52.5% | $609,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 2.84K | -1.4% | $314,407 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 2.14K | +3.0% | $234,161 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | BlackRock ✦ (passiv) | 1.20K | 0.0% | $133,024 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 689 | -42.7% | $76,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 482 | 0.0% | $53,431 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 174 | +17.6% | $19,283 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Assetmark, Inc | 159 | +467.9% | $17,626 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 39 | 0.0% | $4,323 | 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
| First Trust Advisors Lp | $4.51M | 0.0% |
| Citadel Advisors | $3.88M | 0.0% |
Ausgestiegen
| Bank Of Montreal /Can/ | $56,916 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 121 Inhaber, 3.80M Anteile, $349.06M 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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