JRI
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.2% ·
Aktienfluss +3.6% ·
neue Nettopositionen -4.3%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -1 | 3.39M | $43.92M | +2 | −3 |
| Q1 2026 | 25 | +2 | 3.27M | $40.25M | +5 | −3 |
| Q4 2025 | 23 | +1 | 2.66M | $36.22M | +1 | — |
| Q3 2025 | 1 | — | 1.33M | $19.01M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.64M | +1.2% | $21.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.64M | +1.2% | $21.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.64M | +1.2% | $21.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.64M | +1.2% | $21.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 384.42K | +0.8% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 384.42K | +0.8% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 253.22K | +3.9% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 226.97K | +7.5% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 226.97K | +7.5% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 138.06K | -0.1% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 138.06K | -0.1% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 138.06K | -0.1% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 122.13K | +73.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 118.13K | +29.6% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 118.13K | +29.6% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 118.13K | +29.6% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | First Trust Advisors Lp | 95.00K | +37.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 88.97K | +2.0% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 88.97K | +2.0% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 73.73K | +72.6% | $955,489 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 48.42K | +3.3% | $627,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 47.33K | +6.9% | $613,365 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 40.37K | 0.0% | $519,094 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Mariner, LLC | 19.36K | -45.1% | $250,944 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 17.62K | -18.6% | $228,394 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 17.51K | +2.2% | $226,981 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | IMC-Chicago, LLC | 16.41K | Neu | $212,661 | 0.0% | New | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 15.00K | -50.0% | $194,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 13.68K | Neu | $177,293 | 0.0% | New | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 7.65K | 0.0% | $99,157 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 4.20K | +140.3% | $54,471 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 1.90K | -1.0% | $24,657 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 156 | 0.0% | $2,005 | 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
| IMC-Chicago, LLC | $212,661 | 0.0% |
| Jane Street Group, Llc | $177,293 | 0.0% |
Ausgestiegen
| Balyasny Asset Management L.P. | $688,689 | war 0.0% |
| HighTower Advisors, LLC | $182,114 | war 0.0% |
| BlackRock | $8,487 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 91 Inhaber, 11.21M Anteile, $70.54M 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.