Wertpapierdatensatz
OUSA
Name ausstehend – Profil wird eingelesen
37Erfasste Halter
0Δ Inhaber
4.11MGehaltene Aktien
$239.76MGemeldeter Wert
+2Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -2.6% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | 0 | 4.11M | $239.76M | +2 | −2 |
| Q1 2026 | 38 | 0 | 4.22M | $234.96M | +3 | −3 |
| Q4 2025 | 38 | 0 | 4.78M | $275.86M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.68M | $95.21M | — | — |
| Q2 2025 | 3 | +1 | 46.48K | $2.51M | +2 | −1 |
| Q1 2025 | 1 | 0 | 4.00K | $212,880 | — | — |
| Q4 2024 | 1 | -1 | 4.00K | $212,480 | — | −1 |
| Q3 2024 | 2 | +1 | 29.77K | $1.61M | +1 | — |
| Q2 2024 | 1 | — | 9.26K | $459,632 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.54M | -1.6% | $90.00M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 524.95K | -1.7% | $30.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 371.64K | -1.9% | $21.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 300.57K | -6.0% | $17.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 262.88K | -3.0% | $15.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 183.55K | -2.4% | $10.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 174.74K | -6.5% | $10.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Rockefeller Capital Management L.P. | 146.30K | -24.8% | $8.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 123.60K | +26.6% | $7.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 66.41K | +2.5% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 60.67K | +5.5% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 53.60K | +9.9% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 42.85K | -44.9% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 35.16K | -2.5% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Jones Financial Companies Lllp | 27.69K | +9.6% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 23.04K | -20.3% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 20.94K | +0.8% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 19.34K | -0.3% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Hrt Financial Lp | 18.22K | Neu | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 17.53K | +89.1% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 15.86K | -15.0% | $924,820 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 9.72K | +31.8% | $565,491 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 23 | Citigroup Inc | 9.54K | Neu | $556,410 | 0.0% | New | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 9.31K | +0.5% | $542,804 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 8.73K | -0.2% | $509,531 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 8.10K | 0.0% | $472,473 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Creative Planning | 7.18K | -1.2% | $418,968 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 6.63K | -0.5% | $386,506 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 6.58K | +0.2% | $383,571 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 5.94K | -0.1% | $346,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 2.99K | +0.2% | $174,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Us Bancorp \De\ | 1.02K | 0.0% | $59,613 | 0.0% | Held | 3 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 500 | 0.0% | $29,401 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Blair William & Co/Il | 476 | +0.4% | $27,768 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | BlackRock ✦ (passiv) | 416 | 0.0% | $24,265 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Assetmark, Inc | 403 | 0.0% | $23,507 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 91 | 0.0% | $5,288 | 0.0% | Held | 3 | SEC ↗ ×2 |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Hrt Financial Lp | $1.06M | 0.0% |
| Citigroup Inc | $556,410 | 0.0% |
Ausgestiegen
| Mariner, LLC | $548,245 | war 0.0% |
| Russell Investments Group… | $1,559 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 132 Inhaber, 6.06M Anteile, $332.55M 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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