Wertpapierdatensatz · archiviertes Quartal
MTBA
Name ausstehend – Profil wird eingelesen
30Erfasste Halter
0Δ Inhaber
7.65MGehaltene Aktien
$375.61MGemeldeter Wert
+3Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -6.0% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | 0 | 7.65M | $375.61M | +3 | −3 |
| Q1 2026 | 31 | +2 | 8.14M | $402.74M | +6 | −4 |
| Q4 2025 | 29 | 0 | 8.25M | $415.89M | +1 | −1 |
| Q3 2025 | 3 | 0 | 363.12K | $18.28M | +1 | −1 |
| Q2 2025 | 1 | 0 | 9.27K | $464,485 | — | — |
| Q1 2025 | 1 | 0 | 63.18K | $3.17M | — | — |
| Q4 2024 | 1 | 0 | 132.70K | $6.59M | — | — |
| Q3 2024 | 1 | 0 | 15.61K | $803,551 | — | — |
| Q2 2024 | 1 | — | 35.33K | $1.78M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.25M | -9.1% | $110.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 1.94M | +18.8% | $95.10M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.63M | -2.6% | $79.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.63M | -2.6% | $79.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 544.30K | -6.6% | $26.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 248.44K | -14.8% | $12.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 248.44K | -14.8% | $12.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 248.44K | -14.8% | $12.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 248.44K | -14.8% | $12.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 199.27K | -12.5% | $9.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 179.02K | +22.8% | $8.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 179.02K | +22.8% | $8.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 179.02K | +22.8% | $8.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Tidal Investments LLC | 173.77K | +54.1% | $8.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 152.03K | -13.6% | $7.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | First Manhattan Co. Llc. | 50.00K | 0.0% | $2.45M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 40.29K | -53.1% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 30.78K | Neu | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 26.31K | -4.9% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 24.40K | +3.2% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 24.40K | +3.2% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 23.45K | -16.5% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 23.05K | +1.2% | $1.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Focus Partners Wealth | 20.27K | 0.0% | $994,849 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 16.91K | -89.1% | $829,970 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 16.91K | -89.1% | $829,970 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Corient Private Wealth LP | 15.18K | +4.9% | $744,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 13.96K | +3.8% | $684,872 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Hrt Financial Lp | 10.93K | Neu | $536,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | Raymond James Financial Inc | 10.66K | +146.6% | $522,939 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 10.66K | +146.6% | $522,939 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cibc World Market Inc. | 10.34K | +5.1% | $507,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 9.78K | -88.3% | $480,101 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 5.77K | -8.8% | $283,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 4.68K | 0.0% | $229,746 | 0.0% | Held | 3 | SEC ↗ |
| 36 | UBS Group AG | 2.43K | -41.5% | $119,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS Group AG | 2.43K | -41.5% | $119,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 329 | Neu | $16,180 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 316 | -67.5% | $15,506 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 186 | +6.9% | $9,127 | 0.0% | ▲ Add | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $1.51M | 0.0% |
| Hrt Financial Lp | $536,000 | 0.0% |
| Jones Financial Companies Lllp | $16,180 | 0.0% |
Ausgestiegen
| Bank of New York Mellon Corp | $12.91M | war 0.0% |
| Lido Advisors, LLC | $301,214 | war 0.0% |
| Susquehanna International… | $208,870 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 154 Inhaber, 21.95M Anteile, $1.07B 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 ·
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