Wertpapierdatensatz · archiviertes Quartal
IDVO
Name ausstehend – Profil wird eingelesen
26Erfasste Halter
-1Δ Inhaber
6.25MGehaltene Aktien
$262.59MGemeldeter Wert
+3Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.7% ·
Aktienfluss +24.2% ·
neue Nettopositionen -3.8%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -1 | 6.25M | $262.59M | +3 | −4 |
| Q1 2026 | 28 | +9 | 5.03M | $203.67M | +9 | — |
| Q4 2025 | 19 | +1 | 3.31M | $126.85M | +1 | — |
| Q3 2025 | 1 | -1 | 3 | $144 | — | −1 |
| Q2 2025 | 1 | +1 | 17.96K | $617,106 | +1 | — |
| Q4 2024 | 1 | 0 | 17.99K | $536,881 | — | — |
| Q3 2024 | 1 | +1 | 12.55K | $386,381 | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.28M | +13.8% | $95.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.28M | +13.8% | $95.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.28M | +13.8% | $95.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 997.62K | +27.6% | $41.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 614.47K | +24.4% | $25.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 614.47K | +24.4% | $25.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 456.67K | +11.8% | $19.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 431.83K | +94393.0% | $18.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 431.83K | +94393.0% | $18.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | UBS Group AG | 346.34K | +2.5% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 346.34K | +2.5% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 346.34K | +2.5% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 235.44K | +139.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 235.44K | +139.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 235.44K | +139.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 235.44K | +139.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 223.61K | +4.1% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 139.95K | +22.2% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 135.85K | +3.9% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 123.90K | -9.0% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 94.19K | +101.4% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 48.85K | +29.3% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 34.52K | +36.7% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 25.88K | +57.7% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 25.88K | +57.7% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 25.00K | +43006.9% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mariner, LLC | 8.30K | Neu | $348,594 | 0.0% | New | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 6.73K | Neu | $282,534 | 0.0% | New | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 6.12K | +611800.0% | $256,987 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 6.12K | +611800.0% | $256,987 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 5.65K | 0.0% | $237,258 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Simplex Trading, Llc | 3.89K | -38.8% | $163,254 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 2.44K | +143.9% | $102,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 800 | 0.0% | $33,600 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 800 | 0.0% | $33,600 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 300 | Neu | $12,600 | 0.0% | New | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 137 | 0.0% | $5,754 | 0.0% | Held | 3 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 73 | 0.0% | $3,066 | 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
| Mariner, LLC | $348,594 | 0.0% |
| HighTower Advisors, LLC | $282,534 | 0.0% |
| Rockefeller Capital… | $12,600 | 0.0% |
Ausgestiegen
| Citadel Advisors | $3.03M | war 0.0% |
| Susquehanna International… | $1.97M | war 0.0% |
| Jane Street Group, Llc | $1.76M | war 0.0% |
| Qube Research & Technologies… | $59,896 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 107 Inhaber, 9.10M Anteile, $334.48M 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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