Wertpapierdatensatz
GII
Name ausstehend – Profil wird eingelesen
41Erfasste Halter
+4Δ Inhaber
2.09MGehaltene Aktien
$158.53MGemeldeter Wert
+5Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.8% ·
Aktienfluss +21.5% ·
neue Nettopositionen +9.8%
— 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 | 41 | +4 | 2.09M | $158.53M | +5 | −1 |
| Q1 2026 | 38 | +4 | 1.73M | $131.24M | +5 | −1 |
| Q4 2025 | 34 | +1 | 1.47M | $102.58M | +1 | — |
| Q3 2025 | 5 | -1 | 171.86K | $11.96M | — | −1 |
| Q2 2025 | 4 | 0 | 91.55K | $6.16M | +1 | −1 |
| Q1 2025 | 3 | 0 | 52.36K | $3.25M | — | — |
| Q4 2024 | 3 | +2 | 99.79K | $5.90M | +2 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 538.47K | +6.9% | $40.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Mariner, LLC | 329.56K | +1.4% | $24.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Jane Street Group, Llc | 247.12K | Neu | $18.71M | 0.0% | New | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passiv) | 142.20K | 0.0% | $10.77M | 0.0% | Held | 7 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 120.14K | -12.2% | $9.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 120.14K | -12.2% | $9.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 84.92K | +12.7% | $6.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cibc World Market Inc. | 76.81K | +10.9% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 76.58K | +31.6% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 76.58K | +31.6% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 72.26K | Neu | $5.47M | 0.0% | New | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 57.31K | +29.7% | $4.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 53.74K | +18.0% | $4.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 53.74K | +18.0% | $4.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 50.03K | +9.8% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 50.03K | +9.8% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 41.59K | -1.2% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 41.59K | -1.2% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 38.07K | +8.5% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 36.44K | -7.9% | $2.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 18.14K | +35.9% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 14.16K | +5.3% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 14.16K | +5.3% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 12.17K | +75.0% | $935,911 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 11.57K | -0.1% | $887,378 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 11.57K | -0.1% | $887,378 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 11.57K | -0.1% | $887,378 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Amundi | 10.37K | +154.6% | $785,416 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 9.07K | -66.6% | $686,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 9.07K | -66.6% | $686,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 9.07K | -66.6% | $686,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 9.07K | -66.6% | $686,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 8.69K | +19.2% | $658,240 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 7.82K | +10.4% | $591,784 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 6.96K | +1.3% | $526,714 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 6.96K | +1.3% | $526,714 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Cerity Partners LLC | 5.74K | +1.8% | $434,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 4.97K | -87.9% | $376,506 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Focus Partners Wealth | 3.65K | +38.5% | $276,299 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Captrust Financial Advisors | 3.14K | +7.4% | $237,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 2.74K | Neu | $208,398 | 0.0% | New | 1 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 2.75K | 0.0% | $207,824 | 0.0% | Held | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 2.42K | +1.2% | $181,319 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 1.12K | 0.0% | $85,185 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Simplex Trading, Llc | 1.10K | +1009.1% | $83,129 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | BlackRock ✦ (passiv) | 850 | 0.0% | $64,353 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Assetmark, Inc | 476 | +120.4% | $36,038 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 297 | 0.0% | $22,486 | 0.0% | Held | 3 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 65 | 0.0% | $4,921 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 33 | 0.0% | $2,498 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Allspring Global Investments… | 19 | Neu | $1,441 | 0.0% | New | 1 | SEC ↗ |
| 52 | Us Bancorp \De\ | 13 | 0.0% | $984 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Fifth Third Bancorp | 4 | Neu | $339 | 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
| Jane Street Group, Llc | $18.71M | 0.0% |
| Citadel Advisors | $5.47M | 0.0% |
| Wealth Enhancement Advisory… | $208,398 | 0.0% |
| Allspring Global Investments… | $1,441 | 0.0% |
| Fifth Third Bancorp | $339 | 0.0% |
Ausgestiegen
| Mirae Asset Global… | $152,040 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 123 Inhaber, 5.13M Anteile, $380.90M 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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