Wertpapierdatensatz
IGPT
Name ausstehend – Profil wird eingelesen
44Erfasste Halter
+4Δ Inhaber
3.30MGehaltene Aktien
$342.88MGemeldeter Wert
+6Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.0% ·
Aktienfluss +14.5% ·
neue Nettopositionen +6.8%
— 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 | 44 | +4 | 3.30M | $342.88M | +6 | −3 |
| Q1 2026 | 42 | +1 | 3.17M | $184.22M | +3 | −2 |
| Q4 2025 | 40 | +2 | 2.91M | $173.38M | +2 | — |
| Q3 2025 | 4 | +1 | 399.70K | $21.60M | +1 | — |
| Q2 2025 | 1 | -2 | 3.45K | $169,513 | — | −2 |
| Q1 2025 | 2 | +1 | 26.26K | $1.06M | +1 | — |
| Q4 2024 | 1 | 0 | 11.25K | $508,973 | — | — |
| Q3 2024 | 1 | +1 | 70.13K | $3.19M | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 675.13K | -0.9% | $70.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 568.27K | +26.5% | $59.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 516.83K | +12.7% | $53.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 275.39K | -6.9% | $28.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 163.49K | +6.3% | $17.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 149.87K | +59.7% | $15.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Jones Financial Companies Lllp | 156.99K | +34.3% | $15.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 147.34K | Neu | $15.34M | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 129.97K | +17.0% | $13.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 101.15K | -13.7% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 79.32K | +7.3% | $8.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Marshall Wace ✦ | 47.36K | Neu | $4.93M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Corient Private Wealth LP | 39.17K | +22.4% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 26.66K | +74.5% | $2.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 24.07K | +17.4% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 21.13K | +9.7% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 16.52K | +56.4% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 15.99K | +52.1% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 15.70K | +21.8% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Hsbc Holdings Plc | 13.60K | 0.0% | $1.42M | 0.0% | Held | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 13.05K | +5.3% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 11.39K | +10.6% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | CIBC Bancorp USA Inc. | 10.50K | 0.0% | $1.09M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 10.09K | +0.2% | $998,117 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Creative Planning | 9.53K | +17.7% | $991,674 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 9.41K | -0.1% | $980,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 8.16K | Neu | $849,459 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 7.87K | +0.3% | $819,683 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 5.26K | -87.3% | $547,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 4.52K | +9.3% | $470,142 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 4.46K | +10.8% | $464,588 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 32 | Cerity Partners LLC | 4.12K | +3.9% | $429,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Jane Street Group, Llc | 3.75K | -91.3% | $390,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Lido Advisors, LLC | 3.26K | Neu | $339,782 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 2.90K | Neu | $301,751 | 0.0% | New | 1 | SEC ↗ ×2 |
| 36 | Neuberger Berman Group LLC | 2.75K | Neu | $286,067 | 0.0% | New | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 1.75K | 0.0% | $182,180 | 0.0% | Held | 3 | SEC ↗ ×4 |
| 38 | Wells Fargo & Company/Mn | 1.61K | +13.1% | $167,933 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | JPMorgan Chase ✦ | 1.23K | +4.6% | $124,611 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Assetmark, Inc | 846 | +55.0% | $88,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 645 | +101.6% | $67,146 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 575 | 0.0% | $59,858 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 274 | +74.5% | $28,523 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 50 | 0.0% | $5,196 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $15.34M | 0.0% |
| Marshall Wace | $4.93M | 0.0% |
| AQR Capital Management | $849,459 | 0.0% |
| Lido Advisors, LLC | $339,782 | 0.0% |
| Bank of New York Mellon Corp | $301,751 | 0.0% |
| Neuberger Berman Group LLC | $286,067 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $16.81M | war 0.0% |
| Citadel Advisors | $1.17M | war 0.0% |
| Two Sigma Investments | $296,126 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 146 Inhaber, 4.44M Anteile, $249.58M 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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