Wertpapierdatensatz
FRDM
Name ausstehend – Profil wird eingelesen
44Erfasste Halter
+1Δ Inhaber
10.78MGehaltene Aktien
$785.67MGemeldeter Wert
+4Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.3% ·
Aktienfluss +15.9% ·
neue Nettopositionen +2.3%
— 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 | 44 | +1 | 10.78M | $785.67M | +4 | −3 |
| Q1 2026 | 44 | +10 | 9.35M | $510.51M | +11 | −1 |
| Q4 2025 | 34 | 0 | 6.60M | $338.59M | — | — |
| Q3 2025 | 3 | 0 | 260.71K | $11.55M | — | — |
| Q2 2025 | 1 | -1 | 1.30K | $52,677 | — | −1 |
| Q1 2025 | 1 | 0 | 60.10K | $2.11M | — | — |
| Q4 2024 | 1 | +1 | 71.97K | $2.35M | +1 | — |
| Q2 2024 | 1 | — | 6.64K | $234,419 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.39M | +11.5% | $174.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Northwestern Mutual Wealth… | 2.07M | +6.2% | $150.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 1.09M | +41.4% | $79.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 808.25K | +1.7% | $58.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 737.55K | +24.9% | $53.77M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 586.33K | +24.2% | $42.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 519.69K | +28.7% | $37.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 323.22K | +26.8% | $23.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 294.23K | +17.9% | $21.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 276.84K | +52.8% | $20.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 208.52K | +39.8% | $15.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Julius Baer & Co. Ltd, Zurich | 208.40K | +74.4% | $15.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 162.62K | +8.6% | $11.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Focus Partners Wealth | 158.68K | +19.2% | $11.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 155.98K | -10.4% | $11.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 16 | Cetera Investment Advisers | 139.96K | +234.5% | $10.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Tidal Investments LLC | 120.12K | -1.9% | $8.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Assetmark, Inc | 100.38K | +13860.8% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 81.86K | +22.2% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mariner, LLC | 73.72K | -10.8% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 63.57K | -13.3% | $4.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Truist Financial Corp | 38.59K | +27.0% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Stifel Financial Corp | 31.25K | +172.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Captrust Financial Advisors | 26.60K | +8.5% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 24.11K | -6.9% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Creative Planning | 21.34K | -11.4% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Brown Advisory Inc | 11.32K | +36.1% | $825,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 10.85K | Neu | $790,898 | 0.0% | New | 1 | SEC ↗ |
| 29 | Marshall Wace ✦ | 8.35K | -2.8% | $608,497 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Us Bancorp \De\ | 7.01K | 0.0% | $510,956 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 6.06K | +0.6% | $442,022 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northern Trust Corp | 5.93K | +14.9% | $432,370 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 5.14K | +20.8% | $375,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 5.04K | +36.6% | $367,197 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | UBS Group AG | 4.29K | -81.8% | $312,377 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Corient Private Wealth LP | 4.23K | Neu | $308,225 | 0.0% | New | 1 | SEC ↗ |
| 37 | Hrt Financial Lp | 3.83K | -87.2% | $279,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 3.76K | -29.3% | $273,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 3.21K | -7.0% | $234,009 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 1.63K | 0.0% | $118,973 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Simplex Trading, Llc | 298 | -96.4% | $21,724 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 200 | Neu | $14,580 | 0.0% | New | 1 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 175 | 0.0% | $12,758 | 0.0% | Held | 3 | SEC ↗ |
| 44 | BlackRock ✦ (passiv) | 1 | Neu | $41 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Quantinno Capital Management… | $790,898 | 0.0% |
| Corient Private Wealth LP | $308,225 | 0.0% |
| Rockefeller Capital… | $14,580 | 0.0% |
| BlackRock | $41 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $6.18M | war 0.0% |
| Goldman Sachs Group | $2.26M | war 0.0% |
| Bank Of Montreal /Can/ | $8,198 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 273 Inhaber, 33.24M Anteile, $1.77B 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 ·
Methodik ·
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