Wertpapierdatensatz
PCEF
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
-1Δ Inhaber
14.76MGehaltene Aktien
$299.78MGemeldeter Wert
+1Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.9% ·
Aktienfluss +1.7% ·
neue Nettopositionen -3.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -1 | 14.76M | $299.78M | +1 | −2 |
| Q1 2026 | 35 | +4 | 14.55M | $273.79M | +6 | −2 |
| Q4 2025 | 31 | +1 | 15.33M | $304.76M | +1 | — |
| Q3 2025 | 4 | 0 | 2.26M | $45.10M | — | — |
| Q2 2025 | 2 | 0 | 22.10K | $431,875 | — | — |
| Q1 2025 | 1 | 0 | 15.91K | $299,941 | — | — |
| Q4 2024 | 1 | +1 | 15.91K | $304,874 | +1 | — |
| Q2 2024 | 1 | — | 16.88K | $317,719 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 3.11M | +4.2% | $63.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 3.11M | +4.2% | $63.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.61M | +3.2% | $53.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.61M | +3.2% | $53.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.61M | +3.2% | $53.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 2.27M | +3.7% | $46.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.40M | -0.9% | $28.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.40M | -0.9% | $28.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 917.97K | -3.5% | $18.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 917.97K | -3.5% | $18.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 908.98K | -6.6% | $18.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 589.60K | +2.6% | $11.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 589.60K | +2.6% | $11.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 462.12K | -5.8% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 445.33K | -7.5% | $9.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 365.03K | +34.3% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 365.03K | +34.3% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 363.93K | -11.7% | $7.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 321.03K | +3.1% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 321.03K | +3.1% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 233.06K | +26.4% | $4.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mariner, LLC | 129.00K | +29.4% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 101.04K | +30.8% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 97.14K | -8.9% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 93.38K | -4.4% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 81.77K | -7.0% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 68.46K | +1.1% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Hrt Financial Lp | 45.04K | +165.7% | $914,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 43.23K | +17.6% | $877,900 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 30 | Truist Financial Corp | 30.19K | -11.9% | $613,118 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cerity Partners LLC | 24.15K | +33.1% | $492,598 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 19.43K | -36.9% | $394,603 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 18.42K | -13.1% | $374,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $207,264 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $207,264 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $207,264 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 2.70K | 0.0% | $54,837 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 2.54K | -5.9% | $51,661 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 1.55K | Neu | $31,582 | 0.0% | New | 1 | SEC ↗ |
| 40 | Citigroup Inc | 256 | 0.0% | $5,199 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Assetmark, Inc | 137 | 0.0% | $2,782 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 57 | 0.0% | $1,158 | 0.0% | Held | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 0 | -100.0% | $15 | 0.0% | ▼ Trim | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Northwestern Mutual Wealth… | $31,582 | 0.0% |
Ausgestiegen
| Susquehanna International… | $893,329 | war 0.0% |
| Simplex Trading, Llc | $1,148 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 121 Inhaber, 19.39M Anteile, $359.70M 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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