IBHH
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +5.4% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | 0 | 4.74M | $111.30M | +2 | −2 |
| Q1 2026 | 25 | +6 | 4.50M | $105.51M | +6 | — |
| Q4 2025 | 19 | 0 | 4.12M | $97.45M | — | — |
| Q3 2025 | 2 | 0 | 233.41K | $5.57M | — | — |
| Q2 2025 | 1 | — | 33.72K | $800,199 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 1.39M | +57.0% | $32.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.13M | +3.2% | $26.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 343.20K | -31.0% | $8.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 343.20K | -31.0% | $8.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Raymond James Financial Inc | 301.61K | +22.0% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 301.61K | +22.0% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 301.61K | +22.0% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 273.26K | +5.9% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 273.26K | +5.9% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 273.26K | +5.9% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 273.26K | +5.9% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 235.13K | +12.2% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 235.13K | +12.2% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 197.39K | -6.2% | $4.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 197.39K | -6.2% | $4.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passiv) | 184.27K | +173.2% | $4.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Cetera Investment Advisers | 144.10K | -5.0% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 132.52K | -14.2% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 99.58K | +45.2% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 64.82K | +9.2% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 47.61K | +79.8% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 47.61K | +79.8% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 40.73K | -13.5% | $957,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 27.07K | +13.2% | $636,123 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cerity Partners LLC | 22.26K | -8.6% | $523,207 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 18.03K | +0.7% | $423,682 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 17.45K | +55.1% | $410,075 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Focus Partners Wealth | 16.20K | Neu | $380,677 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 15.07K | -21.5% | $354,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 13.48K | -55.1% | $316,733 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 11.96K | -39.0% | $281,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 2.35K | Neu | $55,108 | 0.0% | New | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 418 | -85.4% | $9,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Focus Partners Wealth | $380,677 | 0.0% |
| Bank Of Montreal /Can/ | $55,108 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $8.46M | war 0.0% |
| Fidelity (FMR) | $21,396 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 100 Inhaber, 12.55M Anteile, $291.03M 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.