NJUL
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -10.0% ·
Aktienfluss -0.6% ·
neue Nettopositionen -11.1%
— 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 | 18 | -2 | 793.53K | $61.43M | +1 | −3 |
| Q1 2026 | 21 | +2 | 798.90K | $57.06M | +3 | −1 |
| Q4 2025 | 19 | -1 | 873.16K | $63.42M | — | −1 |
| Q3 2025 | 3 | — | 28.84K | $2.05M | — | — |
| Q1 2025 | 1 | 0 | 3.71K | $222,699 | — | — |
| Q4 2024 | 1 | 0 | 15.27K | $958,462 | — | — |
| Q3 2024 | 1 | 0 | 15.84K | $963,450 | — | — |
| Q2 2024 | 1 | — | 7.12K | $423,534 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 213.57K | +3.4% | $16.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 213.57K | +3.4% | $16.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 213.57K | +3.4% | $16.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 129.79K | +1.6% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 86.93K | -2.1% | $6.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Truist Financial Corp | 79.12K | -2.1% | $6.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 74.53K | +11.4% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 72.25K | +36.8% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 51.09K | -6.3% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 51.09K | -6.3% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 26.63K | 0.0% | $2.05M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 18.80K | +6.4% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 14.86K | +3.8% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Blair William & Co/Il | 7.63K | 0.0% | $590,636 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 7.39K | -44.1% | $572,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 5.64K | 0.0% | $436,705 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Creative Planning | 4.42K | +1.5% | $342,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 355 | -16.3% | $27,472 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 212 | 0.0% | $16,415 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 199 | Neu | $15,409 | 0.0% | New | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 120 | 0.0% | $9,292 | 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
| Northwestern Mutual Wealth… | $15,409 | 0.0% |
Ausgestiegen
| Susquehanna International… | $1.47M | war 0.0% |
| Citadel Advisors | $641,804 | war 0.0% |
| UBS Group AG | $6,856 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 114 Inhaber, 1.86M Anteile, $121.70M 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.