Wertpapierdatensatz
FYX
Name ausstehend – Profil wird eingelesen
40Erfasste Halter
+1Δ Inhaber
4.87MGehaltene Aktien
$702.40MGemeldeter Wert
+2Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.6% ·
Aktienfluss +10.5% ·
neue Nettopositionen +2.5%
— 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 | 40 | +1 | 4.87M | $702.40M | +2 | −1 |
| Q1 2026 | 40 | +5 | 4.43M | $528.91M | +5 | — |
| Q4 2025 | 35 | +1 | 4.00M | $452.35M | +1 | — |
| Q3 2025 | 5 | -1 | 722.58K | $78.75M | — | −1 |
| Q2 2025 | 3 | 0 | 20.53K | $2.00M | — | — |
| Q1 2025 | 2 | +1 | 57.77K | $5.20M | +1 | — |
| Q4 2024 | 1 | 0 | 8.90K | $899,434 | +1 | −1 |
| Q3 2024 | 1 | -1 | 5.04K | $501,631 | — | −1 |
| Q2 2024 | 2 | — | 22.92K | $2.07M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 715.28K | +31.4% | $103.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 715.28K | +31.4% | $103.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 704.08K | -0.6% | $101.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 704.08K | -0.6% | $101.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 704.08K | -0.6% | $101.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 704.08K | -0.6% | $101.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 683.90K | +11.7% | $98.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 678.08K | +3.9% | $97.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 678.08K | +3.9% | $97.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 678.08K | +3.9% | $97.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 678.08K | +3.9% | $97.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Raymond James Financial Inc | 435.61K | +5.3% | $62.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 435.61K | +5.3% | $62.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 435.61K | +5.3% | $62.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 421.88K | +38.5% | $60.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 357.40K | -3.8% | $51.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 357.40K | -3.8% | $51.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 151.91K | +17.9% | $21.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 120.33K | +3.0% | $17.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 101.27K | +159.5% | $14.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 64.96K | -1.2% | $9.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 54.43K | +44.3% | $7.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 44.40K | +0.1% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 44.40K | +0.1% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 37.18K | -5.7% | $5.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 37.18K | -5.7% | $5.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 37.18K | -5.7% | $5.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 37.18K | -5.7% | $5.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 37.18K | -5.7% | $5.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 36.50K | -1.0% | $5.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 36.34K | +43.6% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 32.31K | +1.2% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 30.59K | -1.3% | $4.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 29.81K | +8.7% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 21.62K | -1.7% | $3.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 18.90K | +237.5% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 13.38K | +50.1% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 13.38K | +50.1% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Truist Financial Corp | 11.75K | -3.8% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 9.53K | -53.9% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 9.27K | -2.6% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 9.27K | -2.6% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mariner, LLC | 8.56K | -4.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mariner, LLC | 8.56K | -4.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Lido Advisors, LLC | 5.86K | Neu | $846,124 | 0.0% | New | 1 | SEC ↗ |
| 46 | Captrust Financial Advisors | 5.19K | +0.2% | $748,380 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 5.12K | -57.8% | $739,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Corient Private Wealth LP | 4.57K | 0.0% | $659,870 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Creative Planning | 4.55K | +1.1% | $656,878 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 4.39K | +5.7% | $633,895 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 2.33K | -92.1% | $336,356 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 52 | Jane Street Group, Llc | 2.25K | -90.0% | $324,235 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 1.52K | +7.9% | $219,596 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Focus Partners Wealth | 1.45K | Neu | $209,644 | 0.0% | New | 1 | SEC ↗ |
| 55 | BlackRock ✦ (passiv) | 1.02K | 0.0% | $147,183 | 0.0% | Held | 3 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 975 | 0.0% | $140,690 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Blair William & Co/Il | 300 | -7.4% | $43,289 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 93 | 0.0% | $13,420 | 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
| Lido Advisors, LLC | $846,124 | 0.0% |
| Focus Partners Wealth | $209,644 | 0.0% |
Ausgestiegen
| Russell Investments Group… | $510 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 179 Inhaber, 6.09M Anteile, $686.31M 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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