Wertpapierdatensatz · archiviertes Quartal
IAT
Name ausstehend – Profil wird eingelesen
45Erfasste Halter
+1Δ Inhaber
3.72MGehaltene Aktien
$231.73MGemeldeter Wert
+5Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.3% ·
Aktienfluss +5.4% ·
neue Nettopositionen +2.2%
— 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 | 45 | +1 | 3.72M | $231.73M | +5 | −4 |
| Q1 2026 | 45 | +2 | 3.54M | $189.78M | +6 | −4 |
| Q4 2025 | 43 | +3 | 3.38M | $186.67M | +4 | −1 |
| Q3 2025 | 7 | 0 | 1.45M | $76.04M | +1 | −1 |
| Q2 2025 | 4 | -1 | 170.15K | $8.43M | — | −1 |
| Q1 2025 | 4 | -1 | 223.65K | $10.43M | +1 | −2 |
| Q4 2024 | 5 | +1 | 155.88K | $7.85M | +1 | — |
| Q3 2024 | 4 | +1 | 171.93K | $8.17M | +2 | −1 |
| Q2 2024 | 3 | — | 78.84K | $3.27M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 555.30K | +6.5% | $34.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 530.53K | +3.1% | $33.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 394.97K | +2.8% | $24.65M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 258.63K | -5.0% | $16.09M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 5 | Royal Bank Of Canada | 252.18K | +30.3% | $15.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | LPL Financial LLC | 239.50K | -2.0% | $14.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Lido Advisors, LLC | 190.19K | -0.4% | $11.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 158.27K | +40.5% | $9.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Bnp Paribas Financial Markets | 151.00K | +274445.5% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 147.05K | +2.4% | $9.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Us Bancorp \De\ | 116.84K | -13.2% | $7.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 111.54K | +3.9% | $6.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | UBS Group AG | 110.08K | -5.4% | $6.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 81.49K | -1.2% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 72.05K | -0.2% | $4.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Commonwealth Equity Services, Llc | 69.51K | -2.5% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 57.30K | +2.1% | $3.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 49.34K | +0.9% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 21.29K | +4.7% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 20.46K | +7.7% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 20.68K | -2.2% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 16.70K | -1.9% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 14.29K | +41.6% | $889,130 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 13.16K | -62.8% | $818,870 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 9.81K | +0.9% | $610,529 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 8.64K | -68.8% | $537,458 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Creative Planning | 8.43K | -7.0% | $524,498 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 8.05K | +14.8% | $501,039 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 7.42K | Neu | $461,660 | 0.0% | New | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 6.94K | +0.2% | $431,931 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cibc World Market Inc. | 3.86K | 0.0% | $240,255 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Cerity Partners LLC | 3.58K | Neu | $222,869 | 0.0% | New | 1 | SEC ↗ |
| 33 | Hrt Financial Lp | 3.39K | Neu | $210,000 | 0.0% | New | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.57K | +3.1% | $159,801 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 35 | National Bank Of Canada /Fi/ | 2.15K | 0.0% | $133,687 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 2.11K | +12.9% | $131,389 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 37 | Blair William & Co/Il | 1.57K | 0.0% | $97,483 | 0.0% | Held | 3 | SEC ↗ |
| 38 | BlackRock ✦ (passiv) | 1.13K | 0.0% | $70,422 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 532 | 0.0% | $33,096 | 0.0% | Held | 3 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 174 | 0.0% | $11,025 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Simplex Trading, Llc | 98 | Neu | $6,096 | 0.0% | New | 1 | SEC ↗ |
| 42 | Citigroup Inc | 96 | -61.6% | $5,972 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 32 | 0.0% | $1,991 | 0.0% | Held | 3 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 32 | 0.0% | $1,991 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 1 | Neu | $62 | 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
| AQR Capital Management | $461,660 | 0.0% |
| Cerity Partners LLC | $222,869 | 0.0% |
| Hrt Financial Lp | $210,000 | 0.0% |
| Simplex Trading, Llc | $6,096 | 0.0% |
| Russell Investments Group… | $62 | 0.0% |
Ausgestiegen
| Citadel Advisors | $1.67M | war 0.0% |
| Renaissance Technologies | $1.20M | war 0.0% |
| D. E. Shaw & Co. | $742,992 | war 0.0% |
| Group One Trading Llc | $24,605 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 165 Inhaber, 4.47M Anteile, $232.93M 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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