IBTJ
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.9% ·
Aktienfluss +0.1% ·
neue Nettopositionen +2.9%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.45M | +1.9% | $74.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 2.76M | +12.4% | $59.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Mercer Global Advisors Inc /Adv | 2.58M | +10.4% | $55.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.77M | -22.9% | $38.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 1.43M | -8.7% | $31.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 1.30M | +6.0% | $28.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 1.22M | +76.7% | $26.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 1.04M | +4.5% | $22.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | UBS Group AG | 937.68K | +2.4% | $20.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 790.68K | -5.3% | $17.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 640.84K | +3.9% | $13.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 324.03K | +17.7% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 290.71K | +0.8% | $6.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 275.98K | -72.0% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Baird Financial Group, Inc. | 259.50K | +11.5% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 182.78K | -2.1% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Financial Engines Advisors L.L.C. | 178.85K | -3.2% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 130.97K | -0.3% | $2.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 84.52K | -31.0% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Captrust Financial Advisors | 65.86K | -27.9% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 60.10K | +202.7% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 49.69K | Neu | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 23 | Cerity Partners LLC | 42.79K | -1.5% | $926,393 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 32.45K | +20.4% | $702,543 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Creative Planning | 26.77K | Neu | $579,527 | 0.0% | New | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 26.23K | +8.7% | $567,660 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 24.73K | +32.2% | $535,411 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 22.76K | +731.3% | $492,776 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 12.97K | -30.8% | $280,779 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 9.35K | -41.8% | $202,471 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 4.09K | 0.0% | $88,657 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 2.35K | +33.0% | $50,788 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Pnc Financial Services Group, Inc. | 64 | 0.0% | $1,386 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 13 | 0.0% | $289 | 0.0% | Held | 5 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1 | 0.0% | $22 | 0.0% | Held | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $1.08M | 0.0% |
| Creative Planning | $579,527 | 0.0% |
Ausgestiegen
| Citadel Advisors | $271,072 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 215 Inhaber, 48.62M Anteile, $1.04B 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.