IDVO
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -7.4% ·
Aktienfluss +24.1% ·
neue Nettopositionen -8.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum 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 ↗ ×3 |
| 2 | LPL Financial LLC | 997.62K | +27.6% | $41.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 614.47K | +24.4% | $25.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Stifel Financial Corp | 456.67K | +11.8% | $19.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 431.83K | +94393.0% | $18.14M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | UBS Group AG | 346.34K | +2.5% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 235.44K | +139.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Commonwealth Equity Services, Llc | 223.61K | +4.1% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 139.95K | +22.2% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 135.85K | +3.9% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 123.90K | -9.0% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 94.19K | +101.4% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 48.85K | +29.3% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 34.52K | +36.7% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Us Bancorp \De\ | 25.88K | +57.7% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 25.00K | +43006.9% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mariner, LLC | 8.30K | Neu | $348,594 | 0.0% | New | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 6.12K | +611800.0% | $256,987 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Mercer Global Advisors Inc /Adv | 5.65K | 0.0% | $237,258 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Simplex Trading, Llc | 3.89K | -38.8% | $163,254 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 2.44K | +143.9% | $102,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 800 | 0.0% | $33,600 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 23 | Rockefeller Capital Management L.P. | 300 | Neu | $12,600 | 0.0% | New | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 137 | 0.0% | $5,754 | 0.0% | Held | 3 | SEC ↗ |
| 25 | 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% |
| 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.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.