IWMI
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +23.5% ·
Aktienfluss +29.5% ·
neue Nettopositionen +19.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +4 | 1.25M | $66.64M | +8 | −4 |
| Q1 2026 | 18 | +4 | 966.16K | $45.79M | +4 | — |
| Q4 2025 | 14 | 0 | 540.93K | $26.33M | — | — |
| Q3 2025 | 1 | -1 | 1 | $57 | — | −1 |
| Q2 2025 | 1 | — | 5 | $227 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 739.51K | +31.1% | $39.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 99.24K | +90.0% | $5.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 99.24K | +90.0% | $5.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 92.26K | Neu | $4.94M | 0.0% | New | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 89.38K | +40.9% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 70.42K | -16.3% | $3.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 59.83K | +12.2% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 27.71K | +142.1% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 12.60K | Neu | $674,551 | 0.0% | New | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 11.28K | Neu | $603,438 | 0.0% | New | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 11.04K | Neu | $590,914 | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 7.69K | Neu | $411,430 | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 6.14K | +7.8% | $328,720 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 4.74K | 0.0% | $253,792 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 4.19K | Neu | $224,249 | 0.0% | New | 1 | SEC ↗ |
| 16 | Corient Private Wealth LP | 3.94K | Neu | $210,869 | 0.0% | New | 1 | SEC ↗ |
| 17 | Simplex Trading, Llc | 1.75K | Neu | $93,392 | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.40K | +208.8% | $75,047 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Group One Trading Llc | 1.15K | -45.1% | $61,655 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 650 | — | $34,708 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 650 | — | $34,708 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 211 | +21000.0% | $11,278 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 211 | +21000.0% | $11,278 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 3 | 0.0% | $161 | 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
| UBS Group AG | $4.94M | 0.0% |
| HighTower Advisors, LLC | $674,551 | 0.0% |
| Citadel Advisors | $603,438 | 0.0% |
| Truist Financial Corp | $590,914 | 0.0% |
| Commonwealth Equity Services… | $411,430 | 0.0% |
| Fifth Third Bancorp | $224,249 | 0.0% |
| Corient Private Wealth LP | $210,869 | 0.0% |
| Simplex Trading, Llc | $93,392 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $5.07M | war 0.0% |
| Northwestern Mutual Wealth… | $316,869 | war 0.0% |
| Hrt Financial Lp | $299,000 | war 0.0% |
| Morgan Stanley | $61 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 83 Inhaber, 2.49M Anteile, $118.00M 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.