OPP
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -21.1% ·
Aktienfluss -0.7% ·
neue Nettopositionen -20.0%
— 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 | 15 | -4 | 5.41M | $41.77M | — | −4 |
| Q1 2026 | 20 | 0 | 5.45M | $41.80M | +3 | −3 |
| Q4 2025 | 20 | 0 | 5.23M | $41.54M | — | — |
| Q3 2025 | 1 | — | 2.32M | $19.78M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.23M | +1.5% | $17.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.23M | +1.5% | $17.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.23M | +1.5% | $17.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.23M | +1.5% | $17.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.65M | +10.3% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.65M | +10.3% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 894.98K | -12.4% | $6.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 173.56K | -18.6% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 128.35K | +1.4% | $990,853 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 127.13K | +2.8% | $981,413 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 77.12K | -10.7% | $595,344 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Fifth Third Bancorp | 37.30K | -0.1% | $287,933 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 28.29K | +11.1% | $218,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 28.29K | +11.1% | $218,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 21.82K | -2.3% | $168,480 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 15.84K | -42.3% | $122,300 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 11.45K | -6.3% | $88,409 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 8.52K | 0.0% | $65,782 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 5.00K | 0.0% | $38,600 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 5.00K | 0.0% | $38,600 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Assetmark, Inc | 4 | 0.0% | $31 | 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
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Hrt Financial Lp | $137,000 | war 0.0% |
| HighTower Advisors, LLC | $103,614 | war 0.0% |
| Citadel Advisors | $92,186 | war 0.0% |
| National Bank Of Canada /Fi/ | $16,598 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 63 Inhaber, 8.78M Anteile, $61.49M 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.