OMFS
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.8% ·
Aktienfluss -1.6% ·
neue Nettopositionen +4.5%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 3.50M | $186.82M | +2 | −1 |
| Q1 2026 | 22 | +2 | 3.56M | $161.13M | +2 | — |
| Q4 2025 | 20 | -1 | 3.87M | $172.17M | — | −1 |
| Q3 2025 | 4 | -1 | 21.97K | $966,325 | — | −1 |
| Q2 2025 | 3 | 0 | 38.81K | $1.56M | — | — |
| Q1 2025 | 2 | +2 | 52.74K | $2.00M | +2 | — |
| Q3 2024 | 1 | -1 | 16.70K | $660,366 | — | −1 |
| Q2 2024 | 2 | — | 28.38K | $1.03M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 1.23M | -14.6% | $65.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Invesco Ltd. | 1.23M | -14.6% | $65.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 844.68K | +0.4% | $45.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 844.68K | +0.4% | $45.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 844.68K | +0.4% | $45.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 736.22K | +1.7% | $39.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 185.98K | +3.9% | $9.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 185.98K | +3.9% | $9.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 119.89K | +417.8% | $6.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 119.37K | -2.6% | $6.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 119.37K | -2.6% | $6.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 119.37K | -2.6% | $6.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 58.34K | -4.4% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 36.60K | +64.8% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 31.12K | -0.1% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 26.47K | +6.3% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Nuveen, LLC | 23.88K | Neu | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 21.41K | +3.8% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 17.14K | +57.5% | $914,034 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 11.81K | +5.0% | $630,053 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 11.81K | +5.0% | $630,053 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 10.57K | -16.9% | $563,910 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 10.57K | -16.9% | $563,910 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 8.85K | -16.2% | $472,036 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 7.65K | -4.4% | $407,891 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 6.22K | -13.0% | $329,130 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.26K | +28.3% | $66,994 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.26K | +28.3% | $66,994 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.26K | +28.3% | $66,994 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 1.09K | +1481.2% | $58,193 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 283 | +38.7% | $15,118 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Allspring Global Investments… | 265 | Neu | $14,087 | 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
| Nuveen, LLC | $1.27M | 0.0% |
| Allspring Global Investments… | $14,087 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $201,520 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 55 Inhaber, 4.84M Anteile, $199.20M 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.