Wertpapierdatensatz · archiviertes Quartal
PIO
Name ausstehend – Profil wird eingelesen
35Erfasste Halter
+1Δ Inhaber
2.00MGehaltene Aktien
$90.13MGemeldeter Wert
+3Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.9% ·
Aktienfluss +2.5% ·
neue Nettopositionen +2.9%
— 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 | 35 | +1 | 2.00M | $90.13M | +3 | −2 |
| Q1 2026 | 34 | +3 | 1.96M | $84.91M | +4 | −1 |
| Q4 2025 | 31 | 0 | 1.97M | $87.06M | — | — |
| Q3 2025 | 3 | 0 | 373.09K | $16.75M | — | — |
| Q2 2025 | 2 | 0 | 24.85K | $1.11M | — | — |
| Q1 2025 | 1 | 0 | 34.64K | $1.39M | — | — |
| Q4 2024 | 1 | 0 | 31.45K | $1.23M | — | — |
| Q3 2024 | 1 | 0 | 27.46K | $1.18M | — | — |
| Q2 2024 | 1 | — | 24.53K | $991,215 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 518.00K | +3.7% | $23.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 518.00K | +3.7% | $23.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 518.00K | +3.7% | $23.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | 1832 Asset Management L.P. | 400.11K | 0.0% | $17.99M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 310.80K | -0.6% | $13.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 310.80K | -0.6% | $13.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 121.59K | +1.0% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 121.59K | +1.0% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 121.59K | +1.0% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 121.59K | +1.0% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 109.71K | -0.3% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 109.71K | -0.3% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 109.71K | -0.3% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 105.83K | +6.6% | $4.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 103.67K | 0.0% | $4.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 49.70K | +2.6% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 49.70K | +2.6% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cibc World Market Inc. | 46.57K | -1.3% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 29.82K | +374.7% | $1.34M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 20 | Citigroup Inc | 28.36K | +1.3% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 28.04K | -0.4% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 26.81K | -3.4% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 18.43K | +10.3% | $828,710 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 17.21K | +1.4% | $774,040 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 17.21K | +1.4% | $774,040 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 13.90K | -16.7% | $625,218 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 13.08K | -0.8% | $588,208 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 9.25K | +2.2% | $416,035 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 8.00K | +16.6% | $359,526 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 6.38K | Neu | $287,050 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 5.99K | -7.1% | $269,488 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 5.95K | 0.0% | $267,676 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 5.95K | 0.0% | $267,676 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 5.95K | 0.0% | $267,676 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 5.81K | -0.1% | $261,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 5.81K | -0.1% | $261,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 5.81K | -0.1% | $261,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 5.12K | +3.9% | $231,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Franklin Resources Inc | 4.50K | 0.0% | $202,365 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 2.90K | +30.3% | $130,503 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Blair William & Co/Il | 2.11K | 0.0% | $95,026 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.46K | -23.6% | $65,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | BlackRock ✦ (passiv) | 1.44K | 0.0% | $64,622 | 0.0% | Held | 2 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 1.39K | 0.0% | $62,346 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Us Bancorp \De\ | 1.35K | -21.6% | $60,710 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Assetmark, Inc | 476 | Neu | $21,406 | 0.0% | New | 1 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 267 | 0.0% | $12,007 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 75 | 0.0% | $3,373 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Simplex Trading, Llc | 2 | Neu | $89 | 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
| Cerity Partners LLC | $287,050 | 0.0% |
| Assetmark, Inc | $21,406 | 0.0% |
| Simplex Trading, Llc | $89 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $256,960 | war 0.0% |
| TD Waterhouse Canada Inc. | $12,335 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 114 Inhaber, 2.28M Anteile, $98.30M 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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