IJAN
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.3% ·
Aktienfluss -8.5% ·
neue Nettopositionen -5.6%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -1 | 1.28M | $48.65M | +2 | −3 |
| Q1 2026 | 20 | +4 | 1.42M | $51.53M | +5 | −1 |
| Q4 2025 | 16 | 0 | 938.50K | $33.96M | +1 | −1 |
| Q3 2025 | 3 | — | 107.10K | $3.77M | — | — |
| Q4 2024 | 1 | +1 | 17.23K | $520,677 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Blair William & Co/Il | 311.57K | -8.2% | $11.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 188.09K | +3.0% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 157.15K | +15.7% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 157.15K | +15.7% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 157.15K | +15.7% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Us Bancorp \De\ | 115.51K | -36.1% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 105.81K | -4.8% | $4.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 101.19K | 0.0% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 73.94K | +11.6% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 71.54K | -34.1% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 36.26K | -1.2% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Creative Planning | 33.18K | +20.1% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 31.38K | +26.1% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 29.57K | +0.7% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Focus Partners Wealth | 10.48K | +20.1% | $399,192 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 5.55K | Neu | $211,229 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 4.29K | 0.0% | $163,211 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 1.60K | 0.0% | $60,928 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 290 | 0.0% | $11,043 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 82 | Neu | $3,123 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Mml Investors Services, Llc | $211,229 | 0.0% |
| Northwestern Mutual Wealth… | $3,123 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $696,177 | war 0.0% |
| Cerity Partners LLC | $647,598 | war 0.0% |
| JPMorgan Chase | $16,929 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 110 Inhaber, 5.08M Anteile, $183.13M 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.