Wertpapierdatensatz · archiviertes Quartal
FYC
Name ausstehend – Profil wird eingelesen
30Erfasste Halter
-7Δ Inhaber
5.37MGehaltene Aktien
$682.95MGemeldeter Wert
+1Neue Positionen
−8Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -18.9% ·
Aktienfluss +13.8% ·
neue Nettopositionen -20.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -7 | 5.37M | $682.95M | +1 | −8 |
| Q1 2026 | 38 | +8 | 4.71M | $457.08M | +9 | −1 |
| Q4 2025 | 30 | 0 | 3.82M | $367.63M | — | — |
| Q3 2025 | 3 | -1 | 254.15K | $23.05M | — | −1 |
| Q2 2025 | 2 | 0 | 28.57K | $2.27M | +1 | −1 |
| Q1 2025 | 1 | 0 | 5.05K | $347,165 | — | — |
| Q4 2024 | 1 | +1 | 27.58K | $2.14M | +1 | — |
| Q2 2024 | 1 | — | 18.56K | $1.22M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.50M | +10.6% | $191.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 649.98K | +19.3% | $82.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 649.98K | +19.3% | $82.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 649.98K | +19.3% | $82.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 606.27K | +53.7% | $77.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 606.27K | +53.7% | $77.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 606.27K | +53.7% | $77.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 472.35K | +6.5% | $60.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 472.35K | +6.5% | $60.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 313.22K | +8.1% | $39.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 248.57K | +1.8% | $31.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 248.57K | +1.8% | $31.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 196.71K | +0.1% | $25.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 193.05K | +4.1% | $24.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 175.63K | +2.6% | $22.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 175.63K | +2.6% | $22.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 175.63K | +2.6% | $22.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 156.28K | +52.5% | $19.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 156.28K | +52.5% | $19.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 156.28K | +52.5% | $19.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 154.86K | -11.3% | $19.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 124.07K | +70.2% | $15.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 112.86K | +85.4% | $14.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 100.22K | +14.2% | $12.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 99.87K | +8.0% | $12.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 99.87K | +8.0% | $12.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 64.32K | +25.7% | $7.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 53.63K | +16.4% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 45.36K | +65.2% | $5.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 45.36K | +65.2% | $5.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 27.64K | +117.5% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Us Bancorp \De\ | 22.01K | +38.2% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 22.01K | +38.2% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Truist Financial Corp | 19.33K | +12.4% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 9.93K | +2.7% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 5.80K | -5.7% | $738,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Jane Street Group, Llc | 3.66K | -44.6% | $466,064 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 1.86K | +165.9% | $236,980 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 1.59K | Neu | $203,122 | 0.0% | New | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 1.09K | +114.2% | $138,625 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 671 | +4.2% | $85,384 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 595 | -27.9% | $74,841 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 595 | -27.9% | $74,841 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Citigroup Inc | 65 | 0.0% | $8,277 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| HighTower Advisors, LLC | $203,122 | 0.0% |
Ausgestiegen
| Two Sigma Investments | $6.57M | war 0.0% |
| Goldman Sachs Group | $1.46M | war 0.0% |
| Millennium Management | $459,006 | war 0.0% |
| Mariner, LLC | $295,323 | war 0.0% |
| Ameriprise Financial Inc | $261,264 | war 0.0% |
| Mercer Global Advisors Inc… | $229,687 | war 0.0% |
| Russell Investments Group… | $12,607 | war 0.0% |
| Bank Of Montreal /Can/ | $12,413 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 152 Inhaber, 6.54M Anteile, $621.17M 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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