Wertpapierdatensatz
OAKM
Name ausstehend – Profil wird eingelesen
26Erfasste Halter
+4Δ Inhaber
11.84MGehaltene Aktien
$334.37MGemeldeter Wert
+7Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +18.2% ·
Aktienfluss +6.4% ·
neue Nettopositionen +15.4%
— 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 | 26 | +4 | 11.84M | $334.37M | +7 | −3 |
| Q1 2026 | 23 | +5 | 11.13M | $306.66M | +5 | — |
| Q4 2025 | 18 | +2 | 8.07M | $229.90M | +2 | — |
| Q3 2025 | 1 | — | 1.74K | $46,490 | — | — |
| Q1 2025 | 1 | +1 | 179.60K | $4.39M | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 3.36M | +7.7% | $94.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Cerity Partners LLC | 3.36M | +7.7% | $94.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Cerity Partners LLC | 3.36M | +7.7% | $94.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 2.13M | +0.7% | $60.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.07M | 0.0% | $30.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.06M | -10.1% | $29.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.06M | -10.1% | $29.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.06M | -10.1% | $29.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 935.88K | +7.5% | $27.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 933.92K | +28.8% | $26.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 933.92K | +28.8% | $26.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 795.88K | +13.6% | $22.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 655.58K | -2.3% | $18.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 655.58K | -2.3% | $18.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 655.58K | -2.3% | $18.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 173.70K | +6.4% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 167.99K | Neu | $4.73M | 0.0% | New | 1 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 117.40K | Neu | $3.31M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 73.48K | +15.6% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 57.20K | -52.9% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 51.51K | +6.7% | $1.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Focus Partners Wealth | 46.83K | +33.0% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Corient Private Wealth LP | 43.31K | +7.0% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 30.23K | -1.7% | $851,466 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 30.23K | -1.7% | $851,466 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northern Trust Corp | 28.34K | -33.0% | $798,422 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 27.13K | +8.7% | $764,170 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 18.62K | Neu | $528,780 | 0.0% | New | 1 | SEC ↗ |
| 29 | UBS Group AG | 16.97K | Neu | $478,016 | 0.0% | New | 1 | SEC ↗ |
| 30 | UBS Group AG | 16.97K | Neu | $478,016 | 0.0% | New | 1 | SEC ↗ |
| 31 | UBS Group AG | 16.97K | Neu | $478,016 | 0.0% | New | 1 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 13.79K | -2.8% | $388,547 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 10.88K | Neu | $306,433 | 0.0% | New | 1 | SEC ↗ |
| 34 | Captrust Financial Advisors | 9.58K | Neu | $269,897 | 0.0% | New | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 2.05K | -65.0% | $58,187 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 2.05K | -65.0% | $58,187 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Bnp Paribas Financial Markets | 428 | Neu | $12,057 | 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
| Baird Financial Group, Inc. | $4.73M | 0.0% |
| Two Sigma Investments | $3.31M | 0.0% |
| Jones Financial Companies Lllp | $528,780 | 0.0% |
| UBS Group AG | $478,016 | 0.0% |
| UBS Group AG | $478,016 | 0.0% |
| UBS Group AG | $478,016 | 0.0% |
| Goldman Sachs Group | $306,433 | 0.0% |
| Captrust Financial Advisors | $269,897 | 0.0% |
| Bnp Paribas Financial Markets | $12,057 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $1.74M | war 0.0% |
| Northwestern Mutual Wealth… | $379,212 | war 0.0% |
| Us Bancorp \De\ | $46,943 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 95 Inhaber, 26.17M Anteile, $711.79M 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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