NML
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.8% ·
Aktienfluss +1.1% ·
neue Nettopositionen -8.0%
— 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 | 25 | -1 | 11.18M | $113.32M | +1 | −3 |
| Q1 2026 | 27 | +2 | 11.11M | $116.75M | +3 | −1 |
| Q4 2025 | 25 | +1 | 10.72M | $91.14M | +1 | — |
| Q3 2025 | 3 | 0 | 4.19M | $36.55M | — | — |
| Q2 2025 | 1 | -1 | 796.27K | $7.17M | — | −1 |
| Q1 2025 | 2 | +1 | 830.77K | $7.48M | +1 | — |
| Q4 2024 | 1 | 0 | 802.64K | $7.09M | — | — |
| Q3 2024 | 1 | 0 | 805.34K | $6.60M | — | — |
| Q2 2024 | 1 | — | 817.52K | $6.54M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.80M | -0.8% | $38.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.22M | -0.9% | $32.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | UBS Group AG | 946.78K | +5.8% | $9.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | D. E. Shaw & Co. ✦ | 813.81K | 0.0% | $8.25M | 0.0% | Held | 9 | SEC ↗ |
| 5 | Stifel Financial Corp | 310.69K | -3.7% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 300.97K | -8.3% | $3.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 267.51K | +5.1% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 230.83K | +21.8% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 228.82K | +1.2% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 215.75K | +64.3% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Focus Partners Wealth | 196.20K | -26.9% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Neuberger Berman Group LLC | 159.43K | -0.1% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 144.79K | +30.6% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Rockefeller Capital Management L.P. | 84.80K | +50.9% | $859,842 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 70.62K | +64.7% | $716,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 62.71K | +31.4% | $635,873 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 31.21K | +16.1% | $316,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Us Bancorp \De\ | 24.00K | 0.0% | $243,360 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 18.77K | -1.1% | $190,369 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 13.97K | +0.8% | $141,696 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 12.68K | +66.7% | $128,617 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 10.77K | Neu | $109,244 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 9.18K | 0.0% | $91,361 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Citigroup Inc | 3.00K | 0.0% | $30,420 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $10,140 | 0.0% | Held | 2 | SEC ↗ ×2 |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Mercer Global Advisors Inc… | $109,244 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $606,375 | war 0.0% |
| Jane Street Group, Llc | $131,470 | war 0.0% |
| Susquehanna International… | $108,337 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 87 Inhaber, 20.46M Anteile, $209.37M 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.