Wertpapierdatensatz
IYM
Name ausstehend – Profil wird eingelesen
55Erfasste Halter
+4Δ Inhaber
2.52MGehaltene Aktien
$452.03MGemeldeter Wert
+8Neue Positionen
−5Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.8% ·
Aktienfluss -30.0% ·
neue Nettopositionen +5.5%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 55 | +4 | 2.52M | $452.03M | +8 | −5 |
| Q1 2026 | 53 | +7 | 3.76M | $655.91M | +9 | −2 |
| Q4 2025 | 46 | 0 | 1.60M | $244.23M | +1 | −1 |
| Q3 2025 | 6 | 0 | 293.11K | $43.44M | — | — |
| Q2 2025 | 3 | -1 | 39.90K | $5.59M | — | −1 |
| Q1 2025 | 2 | +1 | 33.18K | $4.47M | +1 | — |
| Q4 2024 | 1 | 0 | 13.73K | $1.78M | — | — |
| Q3 2024 | 1 | -1 | 16.09K | $2.42M | — | −1 |
| Q2 2024 | 2 | — | 19.94K | $2.79M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 439.82K | +17.4% | $78.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Two Sigma Investments ✦ | 346.80K | +427.1% | $62.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 327.51K | +20.0% | $58.80M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 4 | LPL Financial LLC | 238.06K | +39.8% | $42.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Assetmark, Inc | 152.87K | Neu | $27.45M | 0.0% | New | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 89.50K | -10.7% | $16.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | Principal Financial Group Inc | 89.16K | +55.1% | $16.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 87.00K | +1060.7% | $15.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 86.06K | +267.5% | $15.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 81.34K | +0.5% | $14.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Northwestern Mutual Wealth… | 78.71K | +3.4% | $14.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 62.41K | +119.0% | $11.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Bank Of Nova Scotia | 47.20K | -36.3% | $8.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Sumitomo Mitsui Trust Group, Inc. | 37.06K | Neu | $6.65M | 0.0% | New | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 35.35K | 0.0% | $6.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Royal Bank Of Canada | 35.03K | +4.0% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | Raymond James Financial Inc | 26.11K | +4.6% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 24.83K | +114.2% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 24.00K | -39.7% | $4.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Commonwealth Equity Services, Llc | 23.66K | -9.8% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 23.63K | +180.8% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 18.52K | -1.7% | $3.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 17.84K | Neu | $3.20M | 0.0% | New | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 14.64K | +2.7% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 14.78K | -98.9% | $2.63M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 26 | Bank Of Montreal /Can/ | 9.10K | 0.0% | $1.63M | 0.0% | Held | 3 | SEC ↗ ×4 |
| 27 | Hsbc Holdings Plc | 8.82K | Neu | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 8.35K | -1.9% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 6.60K | +24.6% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Blair William & Co/Il | 5.19K | +17.3% | $932,043 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 4.83K | 0.0% | $868,028 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 4.62K | -33.9% | $828,889 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Fidelity (FMR) ✦ | 4.51K | -0.3% | $810,470 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 4.16K | -4.2% | $741,323 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Citigroup Inc | 3.67K | -2.5% | $658,662 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 3.39K | Neu | $608,427 | 0.0% | New | 1 | SEC ↗ |
| 37 | Point72 Asset Management ✦ | 3.35K | Neu | $600,707 | 0.0% | New | 1 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 3.25K | -17.6% | $582,895 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Franklin Resources Inc | 3.15K | -34.0% | $565,520 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 2.99K | +10.3% | $536,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 2.80K | -21.1% | $502,165 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Tudor Investment Corp Et Al | 2.43K | Neu | $436,617 | 0.0% | New | 1 | SEC ↗ |
| 43 | Mariner, LLC | 2.37K | +1.5% | $425,483 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Captrust Financial Advisors | 2.33K | -14.8% | $417,592 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Tidal Investments LLC | 1.76K | +4.6% | $316,332 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Daiwa Securities Group Inc. | 1.75K | 0.0% | $314,178 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Creative Planning | 1.67K | -1.9% | $299,643 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 1.41K | -1.8% | $252,778 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Jane Street Group, Llc | 1.31K | Neu | $235,005 | 0.0% | New | 1 | SEC ↗ ×2 |
| 50 | Us Bancorp \De\ | 1.20K | 0.0% | $215,256 | 0.0% | Held | 3 | SEC ↗ |
| 51 | BlackRock ✦ (passiv) | 930 | +19.7% | $166,963 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 52 | Qube Research & Technologies Ltd | 81 | -88.9% | $14,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 32 | -57.3% | $5,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 7 | -74.1% | $1,257 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 1 | 0.0% | $179 | 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
| Assetmark, Inc | $27.45M | 0.0% |
| Sumitomo Mitsui Trust Group… | $6.65M | 0.0% |
| Citadel Advisors | $3.20M | 0.0% |
| Hsbc Holdings Plc | $1.58M | 0.0% |
| D. E. Shaw & Co. | $608,427 | 0.0% |
| Point72 Asset Management | $600,707 | 0.0% |
| Tudor Investment Corp Et Al | $436,617 | 0.0% |
| Jane Street Group, Llc | $235,005 | 0.0% |
Ausgestiegen
| Manufacturers Life Insurance… | $135.02M | war 0.1% |
| Millennium Management | $4.05M | war 0.0% |
| Marshall Wace | $3.27M | war 0.0% |
| HighTower Advisors, LLC | $2.40M | war 0.0% |
| Fisher Asset Management | $366,441 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 247 Inhaber, 3.40M Anteile, $591.72M 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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