LDP
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -8.7% ·
Aktienfluss +0.4% ·
neue Nettopositionen -9.5%
— 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 | 21 | -2 | 5.44M | $115.21M | — | −2 |
| Q1 2026 | 24 | 0 | 5.42M | $108.26M | +2 | −2 |
| Q4 2025 | 24 | 0 | 5.38M | $113.94M | — | — |
| Q3 2025 | 1 | — | 1.95M | $42.16M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.09M | +2.4% | $44.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.09M | +2.4% | $44.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.09M | +2.4% | $44.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.09M | +2.4% | $44.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | UBS Group AG | 1.39M | 0.0% | $29.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 1.39M | 0.0% | $29.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 467.10K | +4.3% | $9.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 467.10K | +4.3% | $9.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 237.00K | -35.1% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 237.00K | -35.1% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 225.62K | +1.5% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 225.62K | +1.5% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 170.00K | -4.1% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 157.14K | +3.4% | $3.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 153.40K | +156.2% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 153.40K | +156.2% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 147.59K | +8.1% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 144.13K | -0.9% | $3.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 53.53K | +1.2% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 53.53K | +1.2% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 51.99K | -1.1% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Lido Advisors, LLC | 43.88K | +6.0% | $928,395 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fifth Third Bancorp | 31.46K | -1.4% | $665,667 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 29.30K | +14.0% | $619,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 13.87K | -25.8% | $293,530 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Creative Planning | 11.40K | 0.0% | $241,224 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 10.37K | +18.7% | $219,493 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 9.72K | -8.0% | $205,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Us Bancorp \De\ | 6.38K | +205.9% | $134,958 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 6.38K | +205.9% | $134,958 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 1.20K | 0.0% | $25,392 | 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
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Susquehanna International… | $543,344 | war 0.0% |
| BlackRock | $2,996 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 83 Inhaber, 8.30M Anteile, $164.41M 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.