Wertpapierdatensatz
PFEB
Name ausstehend – Profil wird eingelesen
29Erfasste Halter
0Δ Inhaber
7.98MGehaltene Aktien
$332.44MGemeldeter Wert
+3Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -0.2% · 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 | 29 | 0 | 7.98M | $332.44M | +3 | −3 |
| Q1 2026 | 30 | +1 | 8.01M | $323.41M | +5 | −4 |
| Q4 2025 | 29 | 0 | 7.09M | $288.51M | — | — |
| Q3 2025 | 3 | +1 | 49.31K | $1.96M | +1 | — |
| Q2 2025 | 1 | 0 | 6.62K | $251,702 | — | — |
| Q1 2025 | 1 | -1 | 21.78K | $780,088 | — | −1 |
| Q4 2024 | 2 | 0 | 35.31K | $1.30M | — | — |
| Q3 2024 | 2 | +1 | 31.52K | $1.14M | +1 | — |
| Q2 2024 | 1 | — | 21.95K | $770,998 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.76M | -0.7% | $150.81M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.23M | +8.8% | $53.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.23M | +8.8% | $53.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 1.23M | +8.8% | $53.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.23M | +8.8% | $53.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 497.25K | -14.3% | $21.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Focus Partners Wealth | 450.31K | -4.6% | $19.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 321.56K | -5.5% | $13.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 321.56K | -5.5% | $13.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 321.37K | -1.0% | $13.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 260.96K | -5.2% | $11.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Blair William & Co/Il | 236.40K | -4.2% | $10.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 220.29K | -7.0% | $9.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 167.18K | +3.3% | $7.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 109.16K | +24.5% | $4.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 84.66K | +2.4% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cerity Partners LLC | 75.62K | +20.4% | $3.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 56.94K | +1.7% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Hrt Financial Lp | 35.95K | Neu | $1.55M | 0.0% | New | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 35.65K | Neu | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 34.28K | -0.8% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 14.08K | 0.0% | $606,000 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 13.48K | +0.1% | $580,578 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 11.06K | -55.8% | $476,157 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 8.88K | 0.0% | $382,158 | 0.0% | Held | 8 | SEC ↗ |
| 26 | Lido Advisors, LLC | 7.98K | 0.0% | $343,619 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Creative Planning | 7.40K | 0.0% | $318,644 | 0.0% | Held | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 6.84K | +12811.3% | $293,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 6.84K | +12811.3% | $293,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 5.78K | 0.0% | $248,758 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 723 | 0.0% | $31,132 | 0.0% | Held | 4 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 676 | 0.0% | $29,109 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 676 | 0.0% | $29,109 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 37 | 0.0% | $1,593 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Barclays Plc | 1 | Neu | $43 | 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
| Hrt Financial Lp | $1.55M | 0.0% |
| Citadel Advisors | $1.53M | 0.0% |
| Barclays Plc | $43 | 0.0% |
Ausgestiegen
| Mariner, LLC | $944,836 | war 0.0% |
| Bank Of America Corp /De/ | $234,585 | war 0.0% |
| Northwestern Mutual Wealth… | $12,150 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 232 Inhaber, 17.09M Anteile, $611.35M 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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