Wertpapierdatensatz
PDN
Name ausstehend – Profil wird eingelesen
37Erfasste Halter
-2Δ Inhaber
2.48MGehaltene Aktien
$111.46MGemeldeter Wert
+4Neue Positionen
−7Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.1% ·
Aktienfluss -28.4% ·
neue Nettopositionen -8.1%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -2 | 2.48M | $111.46M | +4 | −7 |
| Q1 2026 | 41 | -1 | 3.65M | $158.08M | +1 | −2 |
| Q4 2025 | 42 | -1 | 3.61M | $152.35M | — | −1 |
| Q3 2025 | 6 | +1 | 168.98K | $6.95M | +1 | — |
| Q2 2025 | 2 | 0 | 158.59K | $6.17M | — | — |
| Q1 2025 | 1 | +1 | 108.95K | $3.65M | +1 | — |
| Q3 2024 | 1 | 0 | 11.09K | $389,778 | — | — |
| Q2 2024 | 1 | — | 14.55K | $470,121 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 1.62M | -20.1% | $72.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 113.42K | +5.5% | $5.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 103.58K | -3.0% | $4.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 100.22K | +4.2% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Focus Partners Wealth | 70.98K | -7.5% | $3.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 70.51K | +9.0% | $3.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 57.51K | -67.6% | $2.59M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 36.22K | Neu | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 30.19K | -0.4% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Creative Planning | 28.81K | -0.8% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 28.78K | -84.2% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 25.70K | -76.8% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 23.07K | -2.3% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Commonwealth Equity Services, Llc | 17.38K | +0.5% | $781,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 17.35K | +118.6% | $774,882 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 14.94K | +5.2% | $672,063 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 14.87K | -2.5% | $668,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 12.34K | +6.1% | $555,230 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 11.99K | +0.3% | $539,460 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Northwestern Mutual Wealth… | 11.41K | +7.8% | $513,416 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 10.76K | +30.4% | $483,938 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Mercer Global Advisors Inc /Adv | 9.97K | +0.4% | $448,609 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 8.94K | +18.7% | $401,968 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Quantinno Capital Management LP | 7.63K | +5.7% | $343,448 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 6.37K | Neu | $286,499 | 0.0% | New | 1 | SEC ↗ |
| 26 | Nuveen, LLC | 6.24K | Neu | $280,832 | 0.0% | New | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 4.75K | 0.0% | $213,491 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 3.51K | +1.9% | $157,984 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passiv) | 3.17K | +1.2% | $142,552 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 2.63K | +46.2% | $118,261 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | JPMorgan Chase ✦ | 1.87K | +32.8% | $84,210 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 32 | Fifth Third Bancorp | 1.61K | Neu | $72,603 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 1.15K | +23.1% | $51,747 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Us Bancorp \De\ | 519 | 0.0% | $23,346 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 266 | +12.7% | $11,966 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Blair William & Co/Il | 176 | 0.0% | $7,913 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 145 | 0.0% | $6,523 | 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
| Goldman Sachs Group | $1.63M | 0.0% |
| AQR Capital Management | $286,499 | 0.0% |
| Nuveen, LLC | $280,832 | 0.0% |
| Fifth Third Bancorp | $72,603 | 0.0% |
Ausgestiegen
| Invesco Ltd. | $10.89M | war 0.0% |
| HighTower Advisors, LLC | $7.98M | war 0.0% |
| Cibc World Market Inc. | $1.34M | war 0.0% |
| Cerity Partners LLC | $337,505 | war 0.0% |
| TD Waterhouse Canada Inc. | $3,919 | war 0.0% |
| UBS AM, a distinct business… | $2,169 | war 0.0% |
| Russell Investments Group… | $434 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 105 Inhaber, 4.58M Anteile, $197.27M 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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