Wertpapierdatensatz
FRI
Name ausstehend – Profil wird eingelesen
27Erfasste Halter
+2Δ Inhaber
2.81MGehaltene Aktien
$89.07MGemeldeter Wert
+3Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +8.0% ·
Aktienfluss +6.7% ·
neue Nettopositionen +7.4%
— 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 | 27 | +2 | 2.81M | $89.07M | +3 | −1 |
| Q1 2026 | 26 | +1 | 2.63M | $74.95M | +2 | −1 |
| Q4 2025 | 25 | +2 | 2.72M | $74.35M | +3 | −1 |
| Q3 2025 | 3 | +1 | 791.19K | $22.24M | +1 | — |
| Q2 2025 | 1 | -1 | 581 | $15,725 | — | −1 |
| Q1 2025 | 1 | -1 | 51.53K | $1.42M | — | −1 |
| Q4 2024 | 2 | +2 | 68.88K | $1.89M | +2 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 856.68K | -16.1% | $27.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 856.68K | -16.1% | $27.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 856.68K | -16.1% | $27.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 856.68K | -16.1% | $27.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 643.82K | +12.9% | $20.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 500.46K | +0.5% | $15.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 279.87K | +132.9% | $8.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 74.76K | -3.9% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 74.76K | -3.9% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 64.51K | Neu | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 53.54K | +7.6% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 45.41K | +1.8% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 45.41K | +1.8% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 44.64K | Neu | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 44.62K | -10.1% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 39.83K | +93.0% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 39.83K | +93.0% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 33.22K | +175.0% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 20.70K | -38.3% | $656,044 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 20.70K | -38.3% | $656,044 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 17.35K | +0.2% | $549,867 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 16.92K | +0.2% | $536,207 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 16.59K | +23.0% | $534,546 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 16.75K | +21.3% | $531,225 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 16.75K | +21.3% | $531,225 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 16.75K | +21.3% | $531,225 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 13.36K | Neu | $423,585 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 11.39K | +8.9% | $361,097 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 8.16K | 0.0% | $258,780 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 5.99K | -0.4% | $189,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 546 | +215.6% | $17,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 546 | +215.6% | $17,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 241 | +0.4% | $7,650 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 240 | -37.2% | $7,593 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 142 | -94.9% | $4,501 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 130 | +12900.0% | $4,121 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 48 | — | $1,555 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 48 | — | $1,555 | 0.0% | ▲ Add | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $2.04M | 0.0% |
| Citadel Advisors | $1.42M | 0.0% |
| Commonwealth Equity Services… | $423,585 | 0.0% |
Ausgestiegen
| Two Sigma Investments | $1.33M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 70 Inhaber, 3.88M Anteile, $109.18M 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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