Wertpapierdatensatz · archiviertes Quartal
MFM
Name ausstehend – Profil wird eingelesen
36Erfasste Halter
+12Δ Inhaber
8.26MGehaltene Aktien
$46.42MGemeldeter Wert
+13Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +30.0% ·
Aktienfluss +30.0% ·
neue Nettopositionen +20.0%
— 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 | 36 | +12 | 8.26M | $46.42M | +13 | −1 |
| Q1 2026 | 24 | -3 | 5.25M | $28.31M | +1 | −4 |
| Q4 2025 | 27 | +1 | 5.24M | $28.45M | +1 | — |
| Q3 2025 | 1 | -1 | 174.24K | $939,154 | — | −1 |
| Q2 2025 | 1 | 0 | 53.12K | $274,630 | — | — |
| Q1 2025 | 1 | 0 | 12.47K | $66,107 | — | — |
| Q4 2024 | 1 | +1 | 19.84K | $106,160 | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.17M | +35.4% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.17M | +35.4% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.17M | +35.4% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 1.82M | +42.9% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 566.53K | +190.7% | $3.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 566.53K | +190.7% | $3.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 566.53K | +190.7% | $3.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 460.27K | Neu | $2.59M | 0.0% | New | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 455.66K | +0.3% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 398.60K | +131.1% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 398.60K | +131.1% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 398.60K | +131.1% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 362.00K | +38.7% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 350.69K | +67.6% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 350.69K | +67.6% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 350.69K | +67.6% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 235.72K | +134.9% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 235.72K | +134.9% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 152.65K | +17.2% | $857,876 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 149.45K | +16.6% | $840,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | LPL Financial LLC | 143.47K | +29.7% | $806,315 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 114.29K | -30.3% | $642,308 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 114.29K | -30.3% | $642,308 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Creative Planning | 110.70K | -4.6% | $622,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 99.73K | -1.1% | $560,460 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Lido Advisors, LLC | 92.34K | Neu | $518,956 | 0.0% | New | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 72.11K | Neu | $405,230 | 0.0% | New | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 64.19K | +87.1% | $360,715 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 45.24K | +11.7% | $254,237 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 44.95K | +2.5% | $252,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 44.34K | Neu | $249,163 | 0.0% | New | 1 | SEC ↗ |
| 32 | Focus Partners Wealth | 43.76K | Neu | $245,929 | 0.0% | New | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 41.34K | Neu | $232,359 | 0.0% | New | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 32.31K | +61.4% | $181,572 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Stifel Financial Corp | 25.75K | Neu | $144,709 | 0.0% | New | 1 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 25.56K | +4.3% | $143,670 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 25.56K | +4.3% | $143,670 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 22.40K | +4.1% | $125,882 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Corient Private Wealth LP | 20.71K | +1.0% | $116,385 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Nomura Holdings Inc | 20.00K | Neu | $112,400 | 0.0% | New | 1 | SEC ↗ |
| 41 | Allspring Global Investments… | 19.70K | Neu | $110,742 | 0.0% | New | 1 | SEC ↗ |
| 42 | Mariner, LLC | 16.22K | +35.5% | $91,152 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 14.45K | Neu | $81,194 | 0.0% | New | 1 | SEC ↗ |
| 44 | Jane Street Group, Llc | 11.55K | Neu | $64,934 | 0.0% | New | 1 | SEC ↗ |
| 45 | Jane Street Group, Llc | 11.55K | Neu | $64,934 | 0.0% | New | 1 | SEC ↗ |
| 46 | Fifth Third Bancorp | 5.64K | Neu | $31,719 | 0.0% | New | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 2.08K | 0.0% | $11,690 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 1.29K | Neu | $7,272 | 0.0% | New | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 1.29K | Neu | $7,272 | 0.0% | New | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 1.29K | Neu | $7,272 | 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
| Commonwealth Equity Services… | $2.59M | 0.0% |
| Lido Advisors, LLC | $518,956 | 0.0% |
| Captrust Financial Advisors | $405,230 | 0.0% |
| Truist Financial Corp | $249,163 | 0.0% |
| Focus Partners Wealth | $245,929 | 0.0% |
| Citadel Advisors | $232,359 | 0.0% |
| Stifel Financial Corp | $144,709 | 0.0% |
| Nomura Holdings Inc | $112,400 | 0.0% |
| Allspring Global Investments… | $110,742 | 0.0% |
| Mercer Global Advisors Inc… | $81,194 | 0.0% |
| Jane Street Group, Llc | $64,934 | 0.0% |
| Jane Street Group, Llc | $64,934 | 0.0% |
Ausgestiegen
| Hrt Financial Lp | $58,000 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 84 Inhaber, 17.99M Anteile, $92.63M 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