HEZU
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -6.5% ·
Aktienfluss -29.2% ·
neue Nettopositionen -10.3%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 2.53M | -29.6% | $126.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 233.58K | -3.0% | $11.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 226.41K | +34.0% | $11.36M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | UBS Group AG | 196.07K | -3.5% | $9.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 189.27K | -20.6% | $9.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | JPMorgan Chase ✦ | 180.37K | -17.9% | $8.94M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 7 | Goldman Sachs Group ✦ | 137.14K | +0.1% | $6.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 136.23K | -4.5% | $6.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Allianz Asset Management GmbH | 64.33K | -19.3% | $3.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 56.08K | -0.1% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Susquehanna International Group, Llp | 35.64K | Neu | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 32.66K | -9.1% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 29.38K | -1.2% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Us Bancorp \De\ | 22.63K | +5.2% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Citigroup Inc | 18.84K | -9.2% | $945,037 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 15.04K | +15.2% | $754,356 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Raymond James Financial Inc | 14.49K | +7.8% | $726,766 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Hrt Financial Lp | 8.62K | Neu | $432,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 6.45K | -4.6% | $316,698 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mariner, LLC | 5.20K | +3.7% | $260,695 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 5.08K | 0.0% | $255,028 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 4.95K | 0.0% | $248,412 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 23 | Envestnet Asset Management Inc | 4.62K | -1.0% | $231,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Captrust Financial Advisors | 4.12K | Neu | $206,641 | 0.0% | New | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 3.73K | -4.5% | $186,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 2.86K | -21.3% | $143,427 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Deutsche Bank Ag\ | 1.35K | -74.5% | $67,703 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Assetmark, Inc | 480 | +2081.8% | $24,073 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Blair William & Co/Il | 79 | 0.0% | $3,962 | 0.0% | Held | 3 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Susquehanna International… | $1.79M | 0.0% |
| Hrt Financial Lp | $432,000 | 0.0% |
| Captrust Financial Advisors | $206,641 | 0.0% |
Ausgestiegen
| BlackRock | $22.83M | war 0.0% |
| HighTower Advisors, LLC | $13.58M | war 0.0% |
| Citadel Advisors | $2.49M | war 0.0% |
| Jane Street Group, Llc | $1.79M | war 0.0% |
| Marshall Wace | $264,428 | war 0.0% |
| Franklin Resources Inc | $6,337 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 92 Inhaber, 7.24M Anteile, $313.40M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.