FTGS
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +1.7% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | 0 | 14.64M | $541.91M | +2 | −2 |
| Q1 2026 | 29 | +4 | 15.71M | $534.80M | +5 | −1 |
| Q4 2025 | 25 | +1 | 15.74M | $556.36M | +1 | — |
| Q3 2025 | 3 | 0 | 1.00M | $35.94M | — | — |
| Q2 2025 | 2 | 0 | 62.77K | $2.15M | — | — |
| Q1 2025 | 1 | 0 | 85.01K | $2.53M | — | — |
| Q4 2024 | 1 | 0 | 20.75K | $651,707 | — | — |
| Q3 2024 | 1 | +1 | 13.18K | $411,480 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.77M | +0.4% | $213.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.91M | -1.7% | $70.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Cetera Investment Advisers | 1.53M | +2.9% | $56.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.11M | +8.0% | $41.03M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 1.09M | +9.3% | $40.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 777.67K | +12.2% | $28.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 541.87K | +5.4% | $20.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Assetmark, Inc | 425.00K | +6.9% | $15.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 330.75K | -13.0% | $12.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 314.95K | -7.4% | $11.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 254.76K | +3.6% | $9.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 200.59K | +5.4% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 134.17K | +26.2% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 102.67K | +2.4% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 51.73K | +47.3% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 28.35K | -53.5% | $1.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 20.07K | +6.2% | $742,486 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 16.95K | +2.5% | $644,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 15.86K | -22.7% | $586,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | First Trust Advisors Lp | 5.77K | Neu | $213,465 | 0.0% | New | 1 | SEC ↗ |
| 21 | Creative Planning | 5.49K | -35.0% | $203,142 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passiv) | 5.33K | -5.0% | $197,111 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 4.14K | +302.0% | $153,226 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 2.91K | -61.0% | $107,653 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Fifth Third Bancorp | 915 | -61.0% | $33,857 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 408 | -78.2% | $14,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 104 | +333.3% | $3,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 3 | Neu | $111 | 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
| First Trust Advisors Lp | $213,465 | 0.0% |
| UBS Group AG | $111 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $1.53M | war 0.0% |
| Mariner, LLC | $411,117 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 180 Inhaber, 25.99M Anteile, $834.30M 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.