KIO
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -13.8% ·
Aktienfluss +0.6% ·
neue Nettopositionen -16.0%
— 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 | 25 | -4 | 5.52M | $62.17M | +1 | −5 |
| Q1 2026 | 30 | +1 | 5.49M | $60.04M | +3 | −2 |
| Q4 2025 | 29 | +2 | 4.91M | $56.89M | +2 | — |
| Q3 2025 | 2 | — | 1.71M | $21.58M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.00M | +9.2% | $33.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.00M | +9.2% | $33.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.00M | +9.2% | $33.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.00M | +9.2% | $33.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.00M | +9.2% | $33.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.00M | +9.2% | $33.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | UBS Group AG | 646.65K | -2.1% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 646.65K | -2.1% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 548.46K | -6.0% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 548.46K | -6.0% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 348.01K | +1.8% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 217.25K | +2.0% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 125.90K | -17.8% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Invesco Ltd. | 125.90K | -17.8% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 114.45K | -1.9% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 114.45K | -1.9% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 100.81K | +4.6% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 79.15K | -4.8% | $891,229 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 76.29K | -0.8% | $859,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 76.29K | -0.8% | $859,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 57.91K | -12.1% | $652,109 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 45.52K | -11.1% | $512,557 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fifth Third Bancorp | 39.90K | +0.3% | $449,278 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 30.37K | +17.0% | $341,961 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 30.37K | +17.0% | $341,961 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 20.04K | -3.9% | $227,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 17.79K | -1.7% | $200,348 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passiv) | 13.65K | -1.6% | $153,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 12.24K | -3.9% | $137,845 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Corient Private Wealth LP | 12.21K | -60.4% | $137,440 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Creative Planning | 11.31K | Neu | $127,306 | 0.0% | New | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 5.08K | 0.0% | $57,156 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 5.08K | 0.0% | $57,156 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 1.50K | -31.6% | $16,935 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 230 | 0.0% | $2,597 | 0.0% | Held | 4 | SEC ↗ |
| 36 | Assetmark, Inc | 16 | 0.0% | $180 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Citigroup Inc | 1 | 0.0% | $11 | 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
| Creative Planning | $127,306 | 0.0% |
Ausgestiegen
| Balyasny Asset Management L.P. | $836,462 | war 0.0% |
| Commonwealth Equity Services… | $193,922 | war 0.0% |
| Nomura Holdings Inc | $165,000 | war 0.0% |
| Jane Street Group, Llc | $129,404 | war 0.0% |
| Allspring Global Investments… | $111,782 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 92 Inhaber, 10.38M Anteile, $93.19M 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.