Wertpapierdatensatz
PEY
Name ausstehend – Profil wird eingelesen
41Erfasste Halter
+5Δ Inhaber
12.76MGehaltene Aktien
$295.97MGemeldeter Wert
+5Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +13.9% ·
Aktienfluss +0.4% ·
neue Nettopositionen +12.2%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +5 | 12.76M | $295.97M | +5 | — |
| Q1 2026 | 37 | +1 | 12.73M | $272.50M | +4 | −3 |
| Q4 2025 | 35 | -2 | 13.95M | $284.37M | +1 | −3 |
| Q3 2025 | 7 | +1 | 2.72M | $57.36M | +1 | — |
| Q2 2025 | 3 | +1 | 108.49K | $2.21M | +1 | — |
| Q1 2025 | 1 | 0 | 171.40K | $3.68M | +1 | −1 |
| Q4 2024 | 1 | -1 | 10.03K | $213,217 | — | −1 |
| Q3 2024 | 2 | -1 | 163.25K | $3.58M | — | −1 |
| Q2 2024 | 3 | — | 72.94K | $1.43M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.50M | -0.9% | $104.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.40M | +0.6% | $55.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.35M | -0.7% | $31.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 948.15K | +3.7% | $21.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 655.74K | +2.8% | $15.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 395.56K | -4.1% | $9.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 313.70K | +21.6% | $7.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | UBS Group AG | 311.99K | -4.2% | $7.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Jones Financial Companies Lllp | 270.62K | +5.9% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 208.58K | -18.1% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 11 | Ameriprise Financial Inc | 195.85K | -4.2% | $4.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 168.24K | +10.2% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Commonwealth Equity Services, Llc | 138.03K | +2.9% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 108.84K | +2.2% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 98.31K | +7.5% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 91.62K | Neu | $2.12M | 0.0% | New | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 74.03K | -1.5% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 71.88K | -6.6% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 68.67K | -48.4% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 54.72K | +6.3% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 37.01K | +4.1% | $857,808 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Susquehanna International Group, Llp | 36.32K | -20.8% | $841,921 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Creative Planning | 35.19K | +6.9% | $815,590 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 32.55K | +0.4% | $771,841 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mariner, LLC | 32.76K | -24.6% | $759,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 30.18K | 0.0% | $699,572 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 27 | Fidelity (FMR) ✦ | 30.13K | -4.2% | $698,428 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Cerity Partners LLC | 19.35K | +0.8% | $448,484 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Truist Financial Corp | 18.52K | -2.1% | $429,328 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Pnc Financial Services Group, Inc. | 13.02K | +0.1% | $301,758 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | D. E. Shaw & Co. ✦ | 12.51K | Neu | $289,935 | 0.0% | New | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 11.43K | Neu | $265,040 | 0.0% | New | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 10.55K | 0.0% | $244,527 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 7.33K | -37.4% | $171,672 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 35 | BlackRock ✦ (passiv) | 1.35K | +68.8% | $31,299 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Simplex Trading, Llc | 1.15K | +114900.0% | $26,657 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.02K | Neu | $23,574 | 0.0% | New | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 716 | 0.0% | $16,597 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 546 | 0.0% | $12,656 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Assetmark, Inc | 172 | 0.0% | $3,987 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Citigroup Inc | 1 | Neu | $23 | 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
| Stifel Financial Corp | $2.12M | 0.0% |
| D. E. Shaw & Co. | $289,935 | 0.0% |
| Citadel Advisors | $265,040 | 0.0% |
| Us Bancorp \De\ | $23,574 | 0.0% |
| Citigroup Inc | $23 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 174 Inhaber, 17.20M Anteile, $359.56M 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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