METV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -16.1% ·
Aktienfluss -30.0% ·
neue Nettopositionen -19.2%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -5 | 443.18K | $8.17M | +2 | −7 |
| Q1 2026 | 31 | +2 | 989.51K | $45.90M | +5 | −3 |
| Q4 2025 | 29 | +2 | 1.06M | $19.87M | +2 | — |
| Q3 2025 | 4 | -2 | 127.85K | $2.63M | — | −2 |
| Q2 2025 | 4 | +1 | 236.36K | $4.03M | +1 | — |
| Q1 2025 | 2 | 0 | 55.85K | $753,430 | — | — |
| Q4 2024 | 2 | 0 | 214.77K | $3.09M | +1 | −1 |
| Q3 2024 | 2 | -1 | 27.57K | $371,946 | — | −1 |
| Q2 2024 | 3 | — | 61.99K | $808,970 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 110.79K | -13.0% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 75.65K | -83.5% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 51.08K | -1.8% | $942,345 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 4 | Creative Planning | 45.87K | +4.6% | $846,244 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 26.61K | Neu | $490,881 | 0.0% | New | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 20.40K | -19.7% | $376,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 19.36K | -60.3% | $357,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wealthfront Advisers LLC | 18.30K | -0.2% | $337,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 15.56K | +4.3% | $287,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 14.91K | -4.4% | $275,090 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 13.17K | -6.2% | $242,906 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 11.25K | -42.7% | $207,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 4.41K | +9.8% | $81,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Fidelity (FMR) ✦ | 3.46K | +33.6% | $63,766 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 2.45K | 0.0% | $45,258 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 16 | Wells Fargo & Company/Mn | 2.36K | +129.8% | $43,542 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Qube Research & Technologies Ltd | 1.98K | +1154.4% | $36,568 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.48K | 0.0% | $27,223 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 19 | Osaic Holdings, Inc. | 1.01K | 0.0% | $18,634 | 0.0% | Held | 3 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 997 | +24.6% | $17,238 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 715 | 0.0% | $13,192 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Us Bancorp \De\ | 500 | 0.0% | $9,225 | 0.0% | Held | 3 | SEC ↗ |
| 23 | TD Waterhouse Canada Inc. | 550 | -41.2% | $8,095 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 282 | 0.0% | $5,151 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 25 | Assetmark, Inc | 55 | Neu | $1,015 | 0.0% | New | 1 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 20 | 0.0% | $369 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Bank Of America Corp /De/ | $490,881 | 0.0% |
| Assetmark, Inc | $1,015 | 0.0% |
Ausgestiegen
| Corient Private Wealth LP | $31.01M | war 0.0% |
| Two Sigma Investments | $915,975 | war 0.0% |
| Envestnet Asset Management Inc | $171,487 | war 0.0% |
| Raymond James Financial Inc | $169,588 | war 0.0% |
| UBS Group AG | $6,866 | war 0.0% |
| Jones Financial Companies Lllp | $3,046 | war 0.0% |
| Group One Trading Llc | $733 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 77 Inhaber, 1.66M Anteile, $82.97M 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.