Wertpapierdatensatz · archiviertes Quartal
JSMD
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
+3Δ Inhaber
4.52MGehaltene Aktien
$457.28MGemeldeter Wert
+5Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.7% ·
Aktienfluss +4.6% ·
neue Nettopositionen +9.7%
— 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 | 31 | +3 | 4.52M | $457.28M | +5 | −2 |
| Q1 2026 | 28 | +1 | 4.32M | $342.59M | +2 | −1 |
| Q4 2025 | 27 | 0 | 3.64M | $296.84M | +1 | −1 |
| Q3 2025 | 5 | 0 | 747.36K | $62.49M | +1 | −1 |
| Q2 2025 | 2 | +1 | 7.59K | $589,678 | +1 | — |
| Q3 2024 | 1 | 0 | 3.02K | $218,904 | — | — |
| Q2 2024 | 1 | — | 21.04K | $1.40M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.05M | -0.1% | $106.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 714.19K | +6.5% | $72.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 714.19K | +6.5% | $72.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 714.19K | +6.5% | $72.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 660.06K | +2.9% | $66.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 660.06K | +2.9% | $66.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 448.61K | +0.1% | $45.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 448.61K | +0.1% | $45.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 448.61K | +0.1% | $45.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 383.98K | +13.3% | $38.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 383.98K | +13.3% | $38.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 383.98K | +13.3% | $38.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 260.79K | -6.5% | $26.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 225.08K | -9.0% | $22.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 139.07K | +46.5% | $14.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 139.07K | +46.5% | $14.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 138.33K | +43.4% | $14.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 99.66K | +1.1% | $10.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 98.64K | +141.1% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 59.81K | Neu | $6.05M | 0.0% | New | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 49.30K | +2.6% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 44.94K | +21.5% | $4.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 31.43K | +0.1% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 27.63K | +0.3% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 16.67K | -14.6% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 15.06K | Neu | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 13.33K | -57.0% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 13.07K | +23.3% | $1.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Fifth Third Bancorp | 8.71K | -8.2% | $882,241 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 5.81K | +28.3% | $588,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 3.87K | -69.9% | $391,288 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.73K | +43.5% | $276,409 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Us Bancorp \De\ | 1.59K | -2.5% | $160,970 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 520 | +111.4% | $52,629 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 520 | +111.4% | $52,629 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Assetmark, Inc | 378 | 0.0% | $38,268 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 167 | 0.0% | $16,907 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 162 | Neu | $13,445 | 0.0% | New | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 50 | Neu | $5,062 | 0.0% | New | 1 | SEC ↗ |
| 40 | Allspring Global Investments… | 43 | Neu | $4,237 | 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
| Truist Financial Corp | $6.05M | 0.0% |
| Pnc Financial Services Group… | $1.52M | 0.0% |
| Bank Of Montreal /Can/ | $13,445 | 0.0% |
| Russell Investments Group… | $5,062 | 0.0% |
| Allspring Global Investments… | $4,237 | 0.0% |
Ausgestiegen
| Mariner, LLC | $5.58M | war 0.0% |
| JPMorgan Chase | $18,506 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 123 Inhaber, 7.69M Anteile, $557.22M 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 ·
Über die API abrufen