Wertpapierdatensatz · archiviertes Quartal
IYZ
Name ausstehend – Profil wird eingelesen
47Erfasste Halter
+2Δ Inhaber
15.29MGehaltene Aktien
$646.91MGemeldeter Wert
+8Neue Positionen
−6Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.4% ·
Aktienfluss +30.0% ·
neue Nettopositionen +4.3%
— 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 | 47 | +2 | 15.29M | $646.91M | +8 | −6 |
| Q1 2026 | 46 | +5 | 11.04M | $434.00M | +9 | −4 |
| Q4 2025 | 41 | -3 | 9.64M | $326.69M | — | −3 |
| Q3 2025 | 9 | 0 | 2.99M | $96.33M | +1 | −1 |
| Q2 2025 | 6 | +2 | 509.34K | $15.17M | +2 | — |
| Q1 2025 | 2 | -2 | 214.46K | $5.87M | — | −2 |
| Q4 2024 | 4 | +2 | 188.40K | $5.05M | +2 | — |
| Q3 2024 | 2 | -2 | 62.76K | $1.59M | — | −2 |
| Q2 2024 | 4 | — | 365.72K | $7.94M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.93M | Neu | $124.04M | 0.1% | New | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.24M | +25.4% | $94.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 2.03M | +18.1% | $86.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.92M | +3.0% | $81.19M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 5 | Wells Fargo & Company/Mn | 1.17M | -28.6% | $49.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 962.93K | +4133.1% | $40.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 512.06K | +53.6% | $21.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Citigroup Inc | 481.51K | -60.4% | $20.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 397.75K | +173.3% | $16.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 384.67K | +46.4% | $16.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Goldman Sachs Group ✦ | 323.92K | -12.3% | $13.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | UBS Group AG | 249.85K | +36.5% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Bnp Paribas Financial Markets | 207.44K | -47.4% | $8.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 176.66K | Neu | $7.48M | 0.0% | New | 1 | SEC ↗ |
| 15 | Healthcare Of Ontario Pension Plan… | 163.50K | 0.0% | $6.92M | 0.0% | Held | 3 | SEC ↗ |
| 16 | IMC-Chicago, LLC | 148.02K | +568.7% | $6.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 147.56K | +345.3% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 132.37K | +148.1% | $5.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 85.80K | +3.8% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | JPMorgan Chase ✦ | 78.59K | +1.9% | $3.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 21 | Jane Street Group, Llc | 77.90K | -33.9% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 50.24K | +200.6% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Bank Of Montreal /Can/ | 42.68K | -5.7% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 24 | Envestnet Asset Management Inc | 42.46K | +132.9% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 40.42K | +2.1% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 37.58K | -2.9% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Corient Private Wealth LP | 35.53K | 0.0% | $1.50M | 0.0% | Held | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 33.17K | -43.9% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Captrust Financial Advisors | 31.31K | +19.0% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 28.65K | +17.8% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 20.28K | Neu | $858,089 | 0.0% | New | 1 | SEC ↗ |
| 32 | Tudor Investment Corp Et Al | 18.53K | Neu | $784,131 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 15.60K | -2.2% | $660,141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Hrt Financial Lp | 14.03K | Neu | $593,000 | 0.0% | New | 1 | SEC ↗ |
| 35 | Simplex Trading, Llc | 13.70K | +316.9% | $579,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 13.31K | -37.3% | $562,990 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 9.13K | +10.9% | $386,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Blair William & Co/Il | 8.78K | +0.2% | $371,407 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 6.16K | -38.3% | $260,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 4.53K | +13.8% | $191,557 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 41 | BlackRock ✦ (passiv) | 1.67K | +1.7% | $70,742 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $21,156 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 43 | Assetmark, Inc | 115 | 0.0% | $4,866 | 0.0% | Held | 3 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 100 | 0.0% | $4,231 | 0.0% | Held | 2 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 59 | Neu | $2,496 | 0.0% | New | 1 | SEC ↗ |
| 46 | Victory Capital Management Inc | 41 | Neu | $1,721 | 0.0% | New | 1 | SEC ↗ |
| 47 | Allspring Global Investments… | 23 | Neu | $932 | 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
| Focus Partners Wealth | $124.04M | 0.1% |
| D. E. Shaw & Co. | $7.48M | 0.0% |
| Baird Financial Group, Inc. | $858,089 | 0.0% |
| Tudor Investment Corp Et Al | $784,131 | 0.0% |
| Hrt Financial Lp | $593,000 | 0.0% |
| TD Waterhouse Canada Inc. | $2,496 | 0.0% |
| Victory Capital Management Inc | $1,721 | 0.0% |
| Allspring Global Investments… | $932 | 0.0% |
Ausgestiegen
| Citadel Advisors | $2.89M | war 0.0% |
| Balyasny Asset Management L.P. | $1.78M | war 0.0% |
| Mariner, LLC | $1.42M | war 0.0% |
| Fisher Asset Management | $472,901 | war 0.0% |
| Mirae Asset Global… | $157,280 | war 0.0% |
| National Bank Of Canada /Fi/ | $96,334 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 174 Inhaber, 18.17M Anteile, $690.93M 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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