Wertpapierdatensatz
JFR
Name ausstehend – Profil wird eingelesen
32Erfasste Halter
-5Δ Inhaber
29.99MGehaltene Aktien
$230.06MGemeldeter Wert
+1Neue Positionen
−6Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -13.5% ·
Aktienfluss +7.9% ·
neue Nettopositionen -15.6%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -5 | 29.99M | $230.06M | +1 | −6 |
| Q1 2026 | 38 | +3 | 27.79M | $208.98M | +6 | −3 |
| Q4 2025 | 35 | 0 | 24.88M | $194.83M | — | — |
| Q3 2025 | 2 | +1 | 7.37M | $60.27M | +1 | — |
| Q1 2025 | 1 | 0 | 17.36K | $147,005 | — | — |
| Q4 2024 | 1 | +1 | 16.73K | $149,196 | +1 | — |
| Q2 2024 | 1 | — | 26.11K | $225,869 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.03M | +48.8% | $69.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.03M | +48.8% | $69.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.03M | +48.8% | $69.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 9.03M | +48.8% | $69.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 9.03M | +48.8% | $69.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 9.03M | +48.8% | $69.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Loomis Sayles & Co L P | 2.97M | +2.6% | $22.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Loomis Sayles & Co L P | 2.97M | +2.6% | $22.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 2.94M | -0.3% | $22.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 2.94M | -0.3% | $22.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 2.62M | -0.1% | $20.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 2.60M | +4.5% | $19.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 2.60M | +4.5% | $19.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.03M | +6.0% | $15.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 2.03M | +6.0% | $15.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 1.78M | +13.1% | $13.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 1.78M | +13.1% | $13.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 1.78M | +13.1% | $13.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.30M | +1.8% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.30M | +1.8% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.30M | +1.8% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.30M | +1.8% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 1.30M | +1.8% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 912.98K | -0.2% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 912.98K | -0.2% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 805.51K | -3.2% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 805.51K | -3.2% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 722.02K | -1.1% | $5.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 722.02K | -1.1% | $5.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 691.86K | +45.9% | $5.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 405.97K | -10.5% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 292.97K | -4.1% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 234.22K | -21.4% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 204.29K | +9.4% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | First Trust Advisors Lp | 72.75K | -1.5% | $557,977 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Cerity Partners LLC | 64.53K | -13.4% | $494,914 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Stifel Financial Corp | 56.67K | -9.7% | $434,646 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Focus Partners Wealth | 45.44K | +2.3% | $348,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 41.80K | +80.3% | $320,609 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 27.67K | +53.4% | $213,879 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 22.75K | +57.0% | $174,523 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Captrust Financial Advisors | 21.84K | 0.0% | $167,471 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Mariner, LLC | 20.24K | +28.7% | $155,253 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 17.91K | -81.4% | $137,403 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Corient Private Wealth LP | 16.09K | Neu | $123,428 | 0.0% | New | 1 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 13.39K | -53.1% | $102,701 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 10.25K | -9.1% | $78,641 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 6.20K | +18.9% | $47,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 4.72K | 0.0% | $36,186 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 4.72K | 0.0% | $36,186 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 4.72K | 0.0% | $36,186 | 0.0% | Held | 3 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 2.00K | 0.0% | $15,380 | 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
| Corient Private Wealth LP | $123,428 | 0.0% |
Ausgestiegen
| Balyasny Asset Management L.P. | $7.06M | war 0.0% |
| Jane Street Group, Llc | $2.29M | war 0.0% |
| Nomura Holdings Inc | $240,926 | war 0.0% |
| Bank of New York Mellon Corp | $96,953 | war 0.0% |
| Creative Planning | $78,914 | war 0.0% |
| Jones Financial Companies Lllp | $2,703 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 184 Inhaber, 59.65M Anteile, $383.70M 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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