HEQT
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +9.5% ·
Aktienfluss +2.9% ·
neue Nettopositionen +8.7%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +2 | 1.67M | $56.15M | +5 | −3 |
| Q1 2026 | 22 | +3 | 2.26M | $71.04M | +4 | −1 |
| Q4 2025 | 19 | -1 | 1.98M | $63.50M | — | −1 |
| Q3 2025 | 3 | 0 | 20.07K | $627,054 | — | — |
| Q2 2025 | 1 | +1 | 8.65K | $259,902 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 454.08K | -19.3% | $15.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 250.57K | +12.1% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 184.74K | +2.6% | $6.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 152.96K | +13.2% | $5.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 130.65K | +816.6% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 127.29K | +15.9% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 107.46K | +6.7% | $3.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 107.46K | +6.7% | $3.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 77.55K | -44.8% | $2.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 77.55K | -44.8% | $2.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 51.81K | +29.6% | $1.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Captrust Financial Advisors | 47.89K | -0.2% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 23.69K | +5.8% | $794,630 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 15.39K | Neu | $516,281 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 13.62K | +25.5% | $457,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 13.62K | +25.5% | $457,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 13.62K | +25.5% | $457,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 11.39K | Neu | $382,121 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 8.15K | 0.0% | $273,530 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 8.15K | 0.0% | $273,530 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Hrt Financial Lp | 6.82K | Neu | $228,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 6.34K | Neu | $212,644 | 0.0% | New | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passiv) | 2.54K | Neu | $85,091 | 0.0% | New | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 628 | 0.0% | $21,063 | 0.0% | Held | 3 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 504 | 0.0% | $16,889 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 221 | +48.3% | $7,412 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 70 | -66.7% | $2,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 19 | 0.0% | $637 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $516,281 | 0.0% |
| Bank Of America Corp /De/ | $382,121 | 0.0% |
| Hrt Financial Lp | $228,000 | 0.0% |
| AQR Capital Management | $212,644 | 0.0% |
| BlackRock | $85,091 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $580,324 | war 0.0% |
| Commonwealth Equity Services… | $293,490 | war 0.0% |
| Us Bancorp \De\ | $42,210 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 87 Inhaber, 7.11M Anteile, $223.23M 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.