ISPY
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +19.0% ·
Aktienfluss -5.2% ·
neue Nettopositionen +16.0%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +4 | 11.37M | $547.70M | +4 | — |
| Q1 2026 | 21 | +2 | 11.99M | $520.50M | +3 | −1 |
| Q4 2025 | 18 | 0 | 11.39M | $519.88M | — | — |
| Q3 2025 | 1 | — | 3.23M | $145.56M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.53M | -0.6% | $218.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.58M | +9.9% | $76.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.58M | +9.9% | $76.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.52M | -30.9% | $73.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.52M | -30.9% | $73.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.52M | -30.9% | $73.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 1.22M | -0.8% | $58.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.01M | -2.5% | $48.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.01M | -2.5% | $48.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 709.56K | -5.6% | $34.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 709.56K | -5.6% | $34.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 193.17K | -19.6% | $9.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 185.29K | +3.1% | $8.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 146.32K | +30.7% | $7.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 146.32K | +30.7% | $7.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 86.50K | -4.5% | $4.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 86.50K | -4.5% | $4.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 43.27K | +1.4% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Creative Planning | 33.65K | 0.0% | $1.62M | 0.0% | Held | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 28.62K | +31.7% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 23.76K | -0.8% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Focus Partners Wealth | 15.58K | — | $750,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Hrt Financial Lp | 13.61K | Neu | $655,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Nuveen, LLC | 8.31K | Neu | $400,508 | 0.0% | New | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 6.27K | -7.9% | $302,202 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 6.14K | -64.8% | $295,838 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 4.73K | -2.5% | $227,987 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | CIBC Bancorp USA Inc. | 4.49K | -71.5% | $216,469 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Group One Trading Llc | 689 | Neu | $33,203 | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 97 | +2.1% | $4,661 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Simplex Trading, Llc | 22 | Neu | $1,060 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 0 | -100.0% | $6 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Hrt Financial Lp | $655,000 | 0.0% |
| Nuveen, LLC | $400,508 | 0.0% |
| Group One Trading Llc | $33,203 | 0.0% |
| Simplex Trading, Llc | $1,060 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 117 Inhaber, 16.67M Anteile, $719.54M 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.